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Financial Planning Assistant Jobs in Florida (NOW HIRING)

Legacy Service Partners

FP&A Analyst

Tampa, FL · On-site

Budgeting & Planning: Assist in coordinating the annual budgeting process and the preparation of the Annual Corporate and Operating Plan. * Financial Modeling: Build and maintain financial and ...

Legacy Service Partners

FP&A Analyst

Tampa, FL · On-site

$70 - $90/hr

Budgeting & Planning: Assist in coordinating the annual budgeting process and the preparation of the Annual Corporate and Operating Plan. * Financial Modeling: Build and maintain financial and ...

LSP Holdco LLC

FP&A Analyst

Tampa, FL

Budgeting & Planning: Assist in coordinating the annual budgeting process and the preparation of the Annual Corporate and Operating Plan. * Financial Modeling: Build and maintain financial and ...

Legacy Service Partners

FP&A Analyst

Tampa, FL

$75K - $90K/hr

Budgeting & Planning: Assist in coordinating the annual budgeting process and the preparation of the Annual Corporate and Operating Plan. * Financial Modeling: Build and maintain financial and ...

eMed LLC

FP&A Analyst

Miami, FL · On-site

FP&A Analyst Location: Miami, FL Reports to: Director of Finance / VP, Finance Department: Finance ... Responsibilities * Assist with the annual budgeting and quarterly forecasting processes * Support ...

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Financial Planning Assistant information

See Florida salary details

$26.5K

$45.3K

$78.1K

How much do financial planning assistant jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial planning assistant in Florida is $45,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $51,200.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Florida?

The most popular types of Financial Planning jobs in Florida are:

What are popular job titles related to Financial Planning Assistant jobs in Florida?

For Financial Planning Assistant jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Florida look for?

The top searched job categories for Financial Planning Assistant jobs in Florida are:

What cities in Florida are hiring for Financial Planning Assistant jobs?

Cities in Florida with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

FP&A Analyst

Legacy Service Partners

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 2 days ago

Job description

About the Role
The FP&A Analyst supports the delivery of financial and operational analyses, models, and reporting that drive accurate, timely business decisions across a fast-growing, multi-partner platform. You will work closely with the broader finance team to support budgeting, forecasting, and performance reporting helping leadership and partner companies understand their financial results and act on them.
FP&A Analyst Key Responsibilities
  • Reporting & Close Support: Support monthly, quarterly, and year-end reporting activities including preparation of partner financials, variance analysis, and commentary explaining results versus prior year and budget.
  • Budgeting & Planning: Assist in coordinating the annual budgeting process and the preparation of the Annual Corporate and Operating Plan.
  • Financial Modeling: Build and maintain financial and operational models that support strategic planning, long-range forecasting, and special projects.
  • Reporting Automation: Support the finance team in automating analytical and reporting tools to improve the speed and accuracy of data flows between partner companies and senior leadership.
  • Performance Analysis: Identify variances in partner financial performance, investigate root causes, and surface opportunities for improvement with clear, actionable recommendations.
  • Management Reporting: Assist in preparing reporting, analysis, and presentation materials for monthly and quarterly financial reviews including board meetings and investor reporting requirements.
  • Corporate Development Support: Assist in the diligence process by coordinating internal and external resources to successfully obtain and review diligence documents required to close.

FP&A Analyst Qualifications
  • Bachelor's degree in Finance, Accounting, or a related field
  • 3+ years of experience in financial analysis, accounting, or a related role
  • Strong knowledge of accounting principles and financial statement presentation
  • Strong Excel skills required; experience with Vena or similar FP&A platforms a plus
  • Strong analytical mindset and finds meaning in data and translates it into clear, actionable insights
  • Ability to manage multiple priorities in a fast-paced, dynamic environment
  • Strong written and verbal communication skills with the ability to present financial information clearly to non-finance audiences

Who You Are
You are a clear communicator who puts employees and partners first, a creative problem-solver who doesn't let things linger, and someone who moves fast without cutting corners. Above all, you hold yourself to a higher standard. In your work, your judgment, and how you treat people.
What Onboarding Looks Like
In your first 30 days, you will learn the platform's financial structure, reporting tools, and partner company landscape while supporting the team through day-to-day analytical work. By day 60, you will be independently producing recurring reports and variance analyses and have contributed meaningfully to at least one budgeting or planning workstream. By day 90, you are a reliable, productive member of the FP&A team, delivering accurate work on time and beginning to develop your own perspective on partner performance trends.
The 5 Big Things - What Success Looks Like
  1. Your analysis is accurate and on time: Success means financial reports, models, and variance analyses are delivered on schedule with a level of accuracy that requires minimal review from the FP&A Manager.
  2. You make the numbers tell a story: Success is analysis that goes beyond the output. You identify what the numbers mean, why they moved, and what should happen next.
  3. Budgeting and planning run smoothly: Success means you are a dependable contributor to the annual budget and planning cycle. Organized, proactive, and keeping the process on track.
  4. Reporting gets better over time: Success means you are actively contributing to automation and reporting improvements. Reducing manual work and increasing the speed and reliability of financial data across the platform.
  5. You grow into greater ownership: Success is an analyst who is visibly more capable and independent at 90 days than at 30, taking on more complex work and building toward a Senior Analyst or Manager trajectory.

About Legacy Service Partners
Legacy Service Partners (LSP) is a national leader in residential HVAC, plumbing, and electrical services. Since 2021, we've partnered with over 30 local brands across 16 states and we're growing fast. We exist to serve our partners and fuel their success: providing the resources, infrastructure, and expertise that help local brands better serve their employees, customers, and communities.
We operate at the speed of a startup with the backing of an institutional investor. Our culture is built on three values we live every day: We Win Together, Today Not Tomorrow, Performance Not Politics. That means performance pay tied directly to results, real benefits you'll actually use including fully employer-paid medical, dental, and vision options, a 401(k) with company match, and continuous investment in your growth through training and education stipends.
If you want to do meaningful work at scale, you've found the right place.
Legacy Service Partners is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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