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Financial Planning Associate Jobs in Florida (NOW HIRING)

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

Miami, FL

$81K - $101K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

West Palm Beach, FL · On-site

$82K - $103K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

Naples, FL · On-site

$80K - $100K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast National Bank

Senior FP&A Analyst

Miami, FL · On-site

$90 - $120/hr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

RS&H

Senior FP&A Analyst

Jacksonville, FL · Hybrid

$79K - $98K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

Seacoast Bank

Senior FP&A Analyst

Miami, FL · On-site

$81K - $101K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

WellDyne

Manager, Financial Planning and Analysis

Lakeland, FL · On-site

$98K - $128K/yr

Lead multiple analyst-level associates - who in the assembly of forecasts, budgets and plans for ... At least 5 years of full-time professional financial planning amp; analysis experience * At least 2 ...

Bealls

Associate Location Planner

Bradenton, FL · On-site

... Financial Planning and Buying teams to align receipt flow with volume group, climate zone and store needs • Execute seasonal transition strategies to deliver timely flow of seasonally relevant ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Florida

Financial Planning Associate information

See Florida salary details

$10

$23

$50

How much do financial planning associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial planning associate in Florida is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $25.67 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 Associate jobs in Florida?

For Financial Planning Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Florida look for?

The top searched job categories for Financial Planning Associate jobs in Florida are:

What cities in Florida are hiring for Financial Planning Associate jobs?

Cities in Florida with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate 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 $49,681 per year, or $23.9 per hour.

Senior FP&A Analyst

Seacoast Bank

Fort Lauderdale, FL • On-site

$81K - $101K/yr

Full-time

Re-posted 5 days ago

Seacoast Bank rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

32nd of 171 rated banks

Job description

JOB SUMMARY:
The FP&A Senior Financial Analyst plays a key role on Seacoast Bank’s Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is responsible for driving budget development, line of business performance management, merger and acquisition activities, and systems implementations and conversions. The ideal candidate demonstrates strong business acumen, advanced financial modeling skills, and effective communication abilities to drive strategic insights and decision-making.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Support Director and Senior Manager of Financial Planning and Analysis
  • Creates in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines for completion and presenting results regularly to executive management.
  • Key driver in annual three-year strategic planning process
  • Develops complex financial models to direct future business ventures, new products, strategies and marketing campaigns.
  • Reviews reports on historical and future trends in performance and returns to determine appropriate paths for financial development.
  • Prepares accurate board and management reporting, company metrics, and competitive benchmarking.
  • Develops profitability metrics and KPIs to provide a benchmark for future line of business growth.
  • Meeting and presenting financial results to senior leaders on monthly, quarterly, and annual basis.
  • Able to create and modify visualizations in Power BI, interpret DAX code and test for accuracy
  • Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

  • 5+ years of related experience with financial institutions in Finance/Accounting required.
  • MBA or Master’s Degree in Finance or Accounting strongly preferred
  • Strong understanding of bank FTP, capital and cost allocation methodologies
  • Advanced financial modeling experience required.
  • Advanced Excel and PowerPoint skills required.
  • Intermediate Power BI development skills required.
  • Experience with Axiom Financial Reporting preferred.
  • Ability to extract and analyze data from various sources required.
  • SQL and Microsoft Excel Power Query preferred

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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