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Financial Planning Assistant Jobs in Florida (NOW HIRING)

Legacy Service Partners

FP&A Analyst

Tampa, FL · On-site

$80 - $100/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 ...

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 ...

LSP Holdco LLC

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 ...

LSP Holdco LLC

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

$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 ...

Galloway-

Financial Planning & Analysis Manager

Orlando, FL · On-site

$125 - $150/hr

Standardize reporting workflows to improve efficiency and scalability * Assist in implementation and enhancement of FP&A tools, EPM systems, and reporting automation * Prepare materials for executive ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Florida

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 Sep 7, 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.

Financial Planning Accountant II (Financial Planning Department)

International Association of Insurance Professionals (IAIP)

Pensacola, FL • On-site

$80 - $100/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description

Financial Planning Accountant II (Financial Planning Department)

PowerSouth Energy Cooperative, headquartered in Andalusia, AL, is a generation and transmission (G&T) electric cooperative with 22 distribution members 18 electric distribution systems and four municipal electric systems in Alabama and northwest Florida. PowerSouths member systems provide power to end-use consumers across 51 counties in Alabama and 10 counties in Florida.

PowerSouths most important asset is a workforce of more than 560 men and women at nine PowerSouth locations. Safety is PowerSouths number one core value, and its employees set the bar for safety excellence and have achieved an impressive safety record.

JOB SUMMARY & MINIMUM QUALIFICATIONS:

The purpose of this position is to assist in the development and implementation of PowerSouths annual operating budget, wholesale power rate, 20-year financial forecast and other financial duties as needed. This position requires a Bachelors degree in Accounting or a closely related field and the ability to analyze and interpret accounting reports and data as well as communicate effectively through both oral and written means.

JOB RESPONSIBILITIES:
  • Calculates, obtains and analyzes operating, maintenance and fixed cost for the annual operating budget to determine total cost of service.
  • Accurately calculates billing data variables used in the annual wholesale power rate to ensure recovery of revenue required to meet PowerSouths financial targets.
  • Obtains and analyzes construction and capital expenditures from all departments for the annual budget to determine future cash flow needs.
  • Calculates, obtains and analyzes projected operating, maintenance and fixed cost to determine total cost of service for the long range financial forecast plan.
  • Calculates billing data variables used in the long range financial forecast plan to ensure the recovery of revenue required to meet PowerSouths financial targets.
  • Obtains, calculates and analyzes construction and capital expenditures for the long range financial forecast plan to determine PowerSouths future cash flow needs.
  • Performs monthly analysis of financial statements to ensure adequate margins are recovered to meet PowerSouths financial targets.
  • Completes special projects such as the addition of new loads, change in generation plans, and change in expense to determine the financial impact to PowerSouth.
  • Develops financial planning software as needed to enable PowerSouth to be more efficient in the future.
  • Responsible for ensuring the success of PowerSouth by promoting teamwork, group goals and objectives, properly communicating and cooperating within the PowerSouth organization and with member systems as well as demonstrating and promoting standards of respect and dignity, accountability, integrity, and trustworthiness.
BENEFITS:
  • Medical and Dental Insurance
  • Vision Insurance
  • Pension Plan funded 100% by the company
  • 401(k) Plan with up to 5% employer match
  • Group Life Benefits
  • Short-Term and Long-Term Disability
  • Paid Holidays
  • Paid Personal and Sick Leave
  • Educational Assistance

Employment is subject to a negative drug screen, background check, and completion of a comprehensive application for employment.

EOE, including disability/vets

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