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Financial Planning Assistant Jobs in Boca Raton, FL

Flagstar Bank

Financial Planner

Palm Beach, FL · On-site

$73K - $98K/yr

Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable ...

US Claims Capital LLC

FP&A Analyst

Boca Raton, FL · On-site

As an FP&A Analyst, you will play a key role in supporting the Director of FP&A and senior ... * Assist in the preparation of board materials, investor reporting, and executive-level ...

Pillr Health

Manager/Director of FP&A

Boca Raton, FL · On-site +1

Support financial analysis at the highest level to assist in the evaluation of potential ... Develop and manage financial planning strategies and follow up controls, comparisons, and ...

CFS

Financial Analyst

Hollywood, FL · Hybrid

$70K - $85K/yr

Create financial reports and dashboards that provide visibility into technology spending. * Assist with financial planning and funding strategies for current and future IT projects. Preferred ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Boca Raton, FL

Financial Planning Assistant information

See Boca Raton, FL salary details

$33.7K

$57.5K

$99.2K

How much do financial planning assistant jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial planning assistant in Boca Raton, FL is $57,523.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $65,000.00 per year, depending on experience, location, and employer.

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 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 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.

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.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Boca Raton, FL? The most popular types of Financial Planning jobs in Boca Raton, FL are:
What are popular job titles related to Financial Planning Assistant jobs in Boca Raton, FL? For Financial Planning Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Boca Raton, FL look for? The top searched job categories for Financial Planning Assistant jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Financial Planning Assistant jobs? Cities near Boca Raton, FL with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Boca Raton, FL as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $57,523 per year, or $27.7 per hour.

Financial Planning & Analysis - FP&A

GA Telesis

Fort Lauderdale, FL • On-site

Full-time

Re-posted 14 days ago

Job description

GA Telesis is a global leader providing integrated solutions to the aviation and aerospace industries, with a continuously expanding presence in new countries worldwide. We serve over 2,000 customers, including airlines, original equipment manufacturers, maintenance, repair, and overhaul (MRO) providers. GA Telesis Ecosystem™ is a vast global network spanning 54 locations in 30 countries on six continents. At GA Telesis, our core business is integrated aviation solutions, and our mission is customer success.
The FP&A Analyst is responsible for supporting financial planning, forecasting, budgeting, and performance analysis across all GA Telesis business units. This role plays a critical part in driving financial visibility, operational efficiency, margin optimization, and strategic decision-making within a fast-paced and dynamic aviation environment. The ideal candidate combines strong financial modeling and analytical skills with experience supporting inventory-intensive operations, labor-driven cost structures, capital investments, and enterprise-wide forecasting in a for-profit setting. This role is based on-site in Fort Lauderdale, FL.
**Important Notice:
Eligibility Requirement: Applicants must be legally authorized to work in the U.S. The company does not provide visa sponsorship or accept candidates requiring sponsorship.
Responsibilities:
Budgeting & Forecasting
  • Lead the annual budgeting process for aviation parts sales, aircraft leasing divisions and corporate functions work closely with repair station divisions (MRO) and drive more efficient and complete consolidated budget process
  • In advance of budgeting process, partner with business unit leaders to build detailed revenue and cost projections (parts, labor, materials, overhead, warranty, logistics).
  • Maintain and refine corporate cost center budget file and manage global corporate allocations methodology and process

Financial Analysis & Reporting
  • Prepare monthly budget vs. actual variance analyses with actionable insights.
  • Focus on gross margin, EBITDA and net performance across product lines
  • Develop dashboards and KPI reporting for executive leadership
  • Analyze direct and indirect cost allocations.
  • Support capital expenditure planning
  • Identify cost-saving initiatives while maintaining regulatory and quality standards.
  • Ensure budget processes align with financial policies, audit standards, and industry regulations.
  • Support internal and external audits with financial documentation and analysis.

Cross-Functional Collaboration
  • Partner with Supply Chain, Operations, Sales, and Program Management teams.
  • Provide financial insights to support contract negotiations and long-term service agreements.
  • Assist leadership in strategic decision-making through scenario and sensitivity analysis.

Qualifications & Experience
  • Bachelor's degree in Finance, Accounting, Economics, or related field required
  • MBA, CPA, CMA, or similar certification preferred
  • 7+ years of budgeting, financial planning & analysis (FP&A), or cost accounting experience
  • Experience in aviation, aerospace, manufacturing, distribution, or MRO environment strongly preferred
  • Experience in inventory-heavy, project-based, or service-based operations is highly desirable
  • Advanced proficiency in Excel (financial modeling, pivot tables, scenario analysis)
  • Experience with ERP systems (e.g., Quantum, SAP, Oracle, NetSuite, or aviation-specific platforms)

Strong understanding of:
  • Cost accounting principles
  • Revenue recognition
  • Inventory valuation
  • Lease accounting
  • Standard vs. actual costing
  • Contribution margin analysis
Soft Skills
  • Strong analytical and problem-solving abilities
  • Excellent communication skills with ability to translate financial data into business insights
  • Detail-oriented with strong organizational skills
  • Ability to manage multiple deadlines in a fast-paced operational environment

Check out how GA Telesis is "Intelligently Defining the FUTURE of Aviation and Aerospace" by following us on LinkedIn, Instagram, Facebook!

Apply