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Financial Planning Associate Jobs in Boca Raton, FL

Silverman Schermer, PLLC

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Estate Planning Associate

Fort Lauderdale, FL · On-site

$100K - $140K/yr

Estate Planning Associate - Private Client Group Silverman Schermer, PLLC - Fort Lauderdale, FL ... finance, accounting, or a related business discipline is a plus. • Strong research, writing ...

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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 ...

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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 ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, 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

$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

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 ...

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 ...

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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 Jun 11, 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 does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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 Associate jobs in Boca Raton, FL? For Financial Planning Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Boca Raton, FL look for? The top searched job categories for Financial Planning Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Financial Planning Associate jobs? Cities near Boca Raton, FL with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you

Estate Planning Associate

Silverman Schermer, PLLC

Fort Lauderdale, FL

Other

Posted 20 days ago

Job description

Estate Planning Associate – Private Client Group

Silverman Schermer, PLLC – Fort Lauderdale, FL

Silverman Schermer, a boutique business, tax and estate planning firm, is seeking a motivated associate attorney to join our growing team in the Private Client group. This role is designed for a practicing attorney who is looking to build or deepen a sophisticated estate planning and private client practice serving high net worth individuals, families, and closely held business owners.

About the Role

 

The associate will work alongside senior attorneys in our Private Client group, which serves entrepreneurial families, business owners, and high net worth individuals across a broad range of planning and administration matters. Our practice integrates estate planning, tax, and business succession work in a way that reflects the complexity of our clients’ lives and enterprises. Prior estate planning experience is preferred but not required — we are most interested in candidates with the right foundation and the ambition to develop a meaningful practice in this area.

Responsibilities

 

             •           Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives.

             •           Assist with sophisticated planning strategies for high net worth clients, including wealth transfer, asset protection, and business succession structures.

             •           Conduct legal research and prepare memoranda on tax issues affecting estate plans, trust administration, and business ownership transitions.

             •           Support attorneys in estate and trust administration matters.

             •           Collaborate on integrated planning engagements that span estate planning, entity structure, and transactional work for private client families and their operating companies.

Qualifications

 

             •           J.D. from an accredited law school; Florida Bar admission required.

             •           Approximately two years of experience in private practice; estate planning, taxation, or probate experience is preferred but not required.

             •           Undergraduate background in finance, accounting, or a related business discipline is a plus.

             •           Strong research, writing, drafting, and interpersonal skills.

             •           Professional, detail-oriented, and comfortable working directly with high net worth clients and in a collaborative, close-knit firm environment.

Compensation

 

Salary is competitive and commensurate with experience.

This position offers the opportunity to practice alongside experienced transactional and estate planning attorneys in a firm where associates receive meaningful client exposure and substantive responsibility from the outset. Candidates who are intellectually curious, business-minded, and drawn to the complexity of private client work are encouraged to apply.

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