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Financial Planning Assistant Jobs in Boca Raton, FL

FMS Solutions

Assistant Controller

Fort Lauderdale, FL · On-site

Assistant Controller - FMS Position Overview The Assistant Controller is the leader responsible for ... Financial Planning & Analysis Support * Support budgeting, forecasting, and variance analysis.

Lynn University

Financial Aid Counselor

Boca Raton, FL · On-site

$36K - $48K/yr

Conduct New Student Financial Planning meetings via Zoom Yearly Functions * Assist in yearly audit * Assist in outreach communication events geared towards their specific student population * Assist ...

WGI

VP of Finance

West Palm Beach, FL · On-site

We are creating the VP of FP&A role to be a true second-in-command on the finance side: a strategic ... Sponsor, Lender & Board * Assist in the preparation of monthly reporting pack for the CFO, CEO, ...

WGI

VP of Finance

West Palm Beach, FL

We are creating the VP of FP&A role to be a true second-in-command on the finance side: a strategic ... Sponsor, Lender & Board * Assist in the preparation of monthly reporting pack for the CFO, CEO, ...

WGI

VP of Finance

West Palm Beach, FL

We are creating the VP of FP&A role to be a true second-in-command on the finance side: a strategic ... Sponsor, Lender & Board * Assist in the preparation of monthly reporting pack for the CFO, CEO, ...

Synovus

Financial Advisor

Fort Lauderdale, FL · On-site

Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment ...

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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 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.

Trust Associate - Coral Gables Trust Company

Coral Gables Trust Company

Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Associate

Coral Gables Trust Company is seeking an experienced Trust Associate in Trust & Estate Administration to join our Palm Beach office.

  1. Account Administration Manage all aspects of account opening, maintenance, and closing within the firm's trust accounting platform. Responsibilities include establishing fee schedules, initiating account and asset transfers, obtaining EINs for newly created trusts, issuing Required Minimum Distribution (RMD) letters, creating scheduled events, and enrolling clients for statements and online account access.
  2. Client Services Provide high-quality client service support, including answering phones, processing bill payments, initiating ACH and wire transfers, ordering gift cards, scheduling client meetings, and preparing discretionary distribution requests.
  3. Committee Participation Attend monthly Trust Administrative Committee (TAC) meetings, or as otherwise convened by the Committee, and actively participate in monthly Client Service Committee Lunch and Learn meetings and all other staff meetings.
  4. Tax Coordination & Compliance Coordinate the preparation of fiduciary (1041) tax returns in collaboration with external CPA firms and obtain account statements from financial advisors as needed to support this process.
  5. Administrative Reviews Assist with the collection and organization of held-away account statements and support the completion of periodic administrative reviews.
  6. Audit & Regulatory Support Partner with the Chief Financial Officer and the broader team to compile and provide information required for audit requests, regulatory examinations, and other corporate administration matters.
  7. General Office Support Assist with day-to-day office operations, including processing incoming mail, reserving conference rooms, and arranging courier shipments via FedEx.

Qualifications

  1. The ideal candidate will bring a minimum of three years of experience in Trust & Estate administration and will play a key role in supporting our clients and trust administration team.
  2. A bachelor's degree in finance is preferred, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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