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Financial Planning Assistant Jobs in Boca Raton, FL

VITAS Healthcare

Financial Analyst 1

Miramar, FL · On-site

Identify opportunities to improve financial reporting, forecasting accuracy, data quality, and planning processes. * Assist in the evaluation of business initiatives, capital investments, and other ...

VITAS Healthcare

Financial Analyst 1

Miramar, FL · On-site

Identify opportunities to improve financial reporting, forecasting accuracy, data quality, and planning processes. * Assist in the evaluation of business initiatives, capital investments, and other ...

ECG Resources

Financial Advisor

Delray Beach, FL · On-site

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

Taylor White

Senior Financial Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

This newly created role will sit at the intersection of capital markets, treasury, FP&A, and ... organization * Assist in the preparation of materials for lenders, institutional investors ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

Fifth Third

Senior Wealth Strategy Analyst

West Palm Beach, FL · On-site

$82K - $103K/yr

Financial Analysis & Modeling: Prepare and maintain detailed analyses such as cash flow models ... Planning Support & Research: Conduct technical research and assist in evaluating advanced planning ...

the COOL company

Assistant Controller

Miami, FL · On-site +1

Reporting to the CFO, the Assistant Controller will oversee day-to-day accounting operations ... Financial Planning & Business Analytics * Partner with the CFO on budgeting, forecasting, and ...

Related

Vice President, Finance

West Palm Beach, FL · On-site

Strategic Financial Leadership * Partner with CFO to lead all corporate financial planning ... Evaluate financing alternatives and their impact on liquidity and leverage. * Assist with lender ...

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Showing results 21-40

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 Sep 2, 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 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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $57,523 per year, or $27.7 per hour.

Financial Analyst 1

VITAS Healthcare

Miramar, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

VITAS Healthcare rating

7.0

Company rating: 7.0 out of 10

Based on 115 frontline employees who took The Breakroom Quiz

35th of 245 rated social care providers

Job description


Position Summary
The Financial Analyst I partners with business leaders and the Finance team to support budgeting, forecasting, financial modeling, reporting, and performance analysis. This role plays an integral part in improving and maintaining financial planning models, analyzing business results, identifying key drivers of variances, and providing actionable insights that support decision-making across the organization.
The Financial Analyst I serves as a trusted resource for internal stakeholders by responding to financial inquiries, delivering meaningful analyses, and helping business partners understand financial performance. This position also supports and maintains the IBM Planning Analytics (TM1) environment, including forecasting, budgeting, reporting, and data management processes.
Essential Responsibilities
  • Support the annual budget, quarterly forecast, and long-range planning processes across assigned business units.
  • Develop, maintain, and enhance financial models used for budgeting, forecasting, scenario analysis, and strategic planning.
  • Analyze monthly financial results and explain variances versus budget, forecast, and prior year performance.
  • Partner with operational and departmental leaders to provide financial guidance, answer business-related financial questions, and support informed decision-making.
  • Prepare and distribute recurring management reports, scorecards, and financial performance dashboards.
  • Identify opportunities to improve financial reporting, forecasting accuracy, data quality, and planning processes.
  • Assist in the evaluation of business initiatives, capital investments, and other strategic projects through financial analysis and modeling.
  • Support month-end and quarter-end financial review processes by providing analysis of key performance metrics and trends.
  • Maintain and support IBM Planning Analytics (TM1), including data loads, reporting structures, forecasting models, and user support.
  • Collaborate with Finance, Accounting, and business stakeholders to ensure consistency and integrity of financial data.
  • Participate in special projects and continuous improvement initiatives to enhance financial planning and reporting capabilities.

Qualifications
Required
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
  • 2-5 years of experience in financial planning and analysis (FP&A), financial reporting, budgeting, forecasting, or related financial roles.
  • Strong financial modeling, analytical, and problem-solving skills.
  • Advanced Microsoft Excel skills, including complex formulas, pivot tables, and data analysis techniques.
  • Experience analyzing financial results and communicating key business drivers and variances.
  • Ability to effectively communicate financial concepts to both finance and non-finance audiences.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.

Preferred
  • Experience with IBM Planning Analytics (TM1) or similar Enterprise Performance Management (EPM) solutions.
  • Experience supporting budgeting, forecasting, and management reporting processes.
  • Knowledge of business intelligence and reporting tools such as Power BI, Cognos Analytics, or similar platforms.
  • Familiarity with financial databases, data management, and reporting automation.
  • Experience working in a cross-functional business environment.

Key Competencies
  • Financial Planning & Analysis
  • Budgeting and Forecasting
  • Financial Modeling
  • Variance Analysis
  • Data Analysis & Reporting
  • Business Partnership
  • Strategic Thinking
  • Continuous Improvement
  • Communication & Presentation Skills
  • Systems and Process Optimization

EDUCATION
  • Bachelor's degree in Accounting/Economics or Finance required.

SPECIAL INSTRUCTIONS TO CANDIDATES
  • EOE/AA M/F/D/V

About Us
VITAS® Healthcare is the nation's leading provider of end-of-life care, and has the resources and expertise to support your personal and professional growth. As a member of the VITAS team, you'll find fulfillment working for a people-focused organization dedicated to making a difference in the lives of others. You will be more than just an employee: You will be counted on as an expert in your field, and as a valued team member whose efforts are respected and vital to our hospice mission.
All VITAS employees commit to fulfilling their duties and responsibilities with the highest regard for professionalism, collaboration and teamwork, and an eye focused constantly on growth and improvement. We serve with commitment and compassion, and position ourselves for the future by embracing, innovating, and leading change. If you are that person, make your voice heard-find your purpose at VITAS today.
Benefits Include:
- Competitive compensation
- Health, dental, vision, life and disability insurance
- Pre-tax healthcare and dependent care flexible spending accounts
- Life insurance
- 401(k) plan with numerous investment options and generous company match
- Cancer and/or critical illness benefit
- Tuition Reimbursement
- Paid Time Off
- Employee Assistance Program
- Legal Insurance
- Roadside Assistance
- Affinity Program
Many of our positions offer the opportunity to work day or night shifts, weekdays or weekends.
Choose a Career with VITAS

What VITAS Healthcare employees say

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About VITAS Healthcare

Sourced by ZipRecruiter

VITAS Healthcare, located in Miami, FL, US, is a pioneer in the American healthcare industry, specifically within the realm of hospice care and palliative services. The company began its operations in 1978 under the visionaries Hugh Westbrook and Esther Colliflower,both social workers, who identified the need for compassionate end-of-life care. Recognizing the dire need to fill the void in hospice care, they established VITAS Healthcare with the mission to provide patients experiencing end-of-life stages with high-quality care, demonstrating respect for every individual's decisions and maintaining a supportive environment for both the patients and their loved ones. A noteworthy achievement of VITAS is that it was the first organization to have its hospice program licensed in Florida prompting a nationwide shift in the way end-of-life care services were handled.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Miami, FL, US

Year founded

1978

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