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Financial Planning Associate Jobs in Boca Raton, FL

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Associate, FP&A

West Palm Beach, FL · On-site

Responsibilities The FP&A Associate will support the Financial Planning & Analysis function in developing forward-looking financial information and analysis used to inform strategic and operational ...

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Associate, FP&A

West Palm Beach, FL

Responsibilities The FP&A Associate will support the Financial Planning & Analysis function in developing forward-looking financial information and analysis used to inform strategic and operational ...

Oxford Financial GRP

Wealth Planner

Palm Beach, FL · On-site

Review work from associates and integrate feedback from Managing Directors and Client Service Teams. * Research and respond to estate and financial planning questions. * Stay current on tax ...

Savaria

Financial Controller

Boynton Beach, FL · On-site

Savaria employs 2,450 valued associates globally and has 11+ manufacturing facilities to reach ... Monitor cash flow and support budgeting, forecasting, and financial planning * Supervise and ...

Savaria

Financial Controller

Boynton Beach, FL · On-site

Savaria employs 2,450 valued associates globally and has 11+ manufacturing facilities to reach ... Monitor cash flow and support budgeting, forecasting, and financial planning * Supervise and ...

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

Financial Planning Associate information

See Boca Raton, FL salary details

$13

$30

$64

How much do financial planning associate jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for financial planning associate in Boca Raton, FL is $30.24, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $32.50 per hour, depending on experience, location, and employer.

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.

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.

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.

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 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:
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Financial Planning Associate jobs near you
Wealth Advisor / Financial Planner

Wealth Advisor / Financial Planner

Tobias Financial Advisors

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Job description

Salary:

About Tobias Financial Advisors

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through lifes transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.


Why Join Us

As part of our team, youll have the opportunity to make a meaningful impact on clients lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.


Position Summary

Were looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm.


What Youll Get to Do

  • Lead and deepen relationships with new and existing clients
  • Develop comprehensive financial plans that align with clients goals
  • Build investment policy statements and conduct ongoing portfolio reviews
  • Identify tax planning opportunities and collaborate with CPAs and planning associates
  • Research and provide recommendations on estate planning, investments, and Social Security strategies
  • Participate in business development, including attending client events and engaging Centers of Influence
  • Contribute to firm initiatives and mentor junior team members (as applicable)


What Were Looking For

  • Bachelors degree
  • CFP certification
  • Minimum 35 years of financial planning experience within a wealth management or financial advisory firm
  • Experience managing client relationships and presenting complex planning concepts
  • Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)
  • Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards


Compensation & Benefits

  • Competitive salary + performance-based incentive compensation
  • Fully paid medical, dental and vision coverage
  • Unlimited PTO
  • 401(k) and profit-sharing plan
  • Professional development support (tuition reimbursement, certification expenses, association dues)


Please note:Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.


**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.