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Financial Planning Assistant Jobs in Boca Raton, FL

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FP&A Manager - AI Trainer

Hollywood, FL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

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FP&A Manager - AI Trainer

Miramar, FL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Boca Raton, FL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Plantation, FL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Sunrise, FL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Davie, FL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

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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 Aug 10, 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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,523 per year, or $27.7 per hour.

Manager/Director of FP&A (Remote)

Pillr Health

Boca Raton, FL • Remote

Full-time

Posted 9 days ago

Job description

Essential Functions

  • Directs the reporting, analysis and interpretation of financial and operational data for senior management, to include cost analysis, revenue variances, and line of business profitability analysis
  • Refines relevant operating metrics and develops the data and reporting infrastructure and process at the appropriate cadence allowing for actionable insights. Communicate the results and key insights/recommendations to senior business leaders and the Board of Directors
  • Support financial analysis at the highest level to assist in the evaluation of potential investments, mergers and acquisitions, new products and business opportunities
  • Research and investigate financial and operational performance variance issues and assist business leaders in taking appropriate corrective actions
  • Analyze cash flow, cost control and expenses, as well as collaborate with the various business and functional leaders to suggest and implement improvements.
  • Provide capital and other investment financial analyses, along with ongoing monitoring of capital expenditures.
  • Review and maintain or adapt operational/financial models and develop scalable and repeatable performance measurement and analytics.
  • Develop and manage financial planning strategies and follow up controls, comparisons, and recommendations relating to both short-term and long-term plans
  • Work with the VP of FP&A to lead the budgeting and forecasting process, coordinating with key stakeholders working with the accounting team to ensure accuracy and timely delivery to PE partners
  • Drive a monthly cadence of budget to actual variance reviews with budget owners
  • Prepare, coordinate and deliver data requests, financial summaries and KPIs to support M&A

Experience

  • Minimum 5 years of experience within the finance function, preferably in FP&A
  • Experience in building scalable financial planning, analysis and reporting models and processes to facilitate company growth
  • Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework, on a regular basis
  • Strong working knowledge of ERP systems and databases
  • Experience working with a private equity backed business is preferred but not required
  • Private equity partners
  • Board of Directors
  • Frequent contact with executive team
  • Department managers
  • Bachelor's degree in finance, Accounting or related field

Contacts

  • Private equity partners
  • Board of Directors
  • Frequent contact with executive team
  • Department managers

Education

  • Bachelor's degree in finance, Accounting or related field

Required Skills

  • Exceptional communication, analytical and problem-solving skills, highly detail-oriented and organized
  • Strong project management skills. Highly effective in balancing multiple complex tasks and projects simultaneously