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Financial Planning Associate Jobs in Boca Raton, FL

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... Associate. Required Qualifications: The requirements listed below are representative of the ...

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... Associate. Required Qualifications: The requirements listed below are representative of the ...

WGI

VP of Finance

West Palm Beach, FL

... 500+ associates serving infrastructure-focused clients across Surface Transportation (roadways ... We are creating the VP of FP&A role to be a true second-in-command on the finance side: a strategic ...

WGI

VP of Finance

West Palm Beach, FL

... 500+ associates serving infrastructure-focused clients across Surface Transportation (roadways ... We are creating the VP of FP&A role to be a true second-in-command on the finance side: a strategic ...

WGI, Inc.

VP of Finance

West Palm Beach, FL · On-site

$180 - $260/hr

... 500+ associates serving infrastructure-focused clients across Surface Transportation (roadways ... We are creating the VP of FP&A role to be a true second-in-command on the finance side: a strategic ...

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Showing results 21-40

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 Aug 8, 2026, the average hourly pay for financial planning associate in Boca Raton, FL is $30.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.62 and $32.64 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
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Financial Planning Associate jobs near you

Probate & Estate Planning Attorney

Ascension Global Staffing & Executive Search

Fort Lauderdale, FL • On-site

$140K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.

Ascension Global Staffing & Execuitve Search is seeking a Probate & Estate Planning Associate Attorney to join its Fort Lauderdale office. This is an excellent opportunity for an attorney with estate planning and probate experience who is looking to work closely with high-net-worth individuals, families, fiduciaries, and business owners on sophisticated wealth preservation, tax planning, trust administration, and probate matters.

Key Responsibilities

  • Draft sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.
  • Advise clients regarding wealth transfer, estate tax, gift tax, and asset protection strategies.
  • Manage probate and trust administration matters from inception through closing.
  • Assist clients with guardianship proceedings and fiduciary representation matters.
  • Research and analyze federal estate, gift, generation-skipping transfer, and income tax issues.
  • Collaborate with accountants, financial advisors, and other professionals to develop comprehensive estate plans.
  • Participate in client meetings and maintain strong client relationships.
  • Provide exceptional client service while managing multiple matters efficiently.

Qualifications

  • J.D. from an accredited law school.
  • Active membership in good standing with the Florida Bar.
  • LL.M. in Taxation required.
  • Minimum 3 + years of experience in estate planning, probate, trust administration, and related tax matters.
  • Strong understanding of estate, gift, and generation-skipping transfer tax concepts.
  • Experience drafting sophisticated estate planning documents for high-net-worth clients preferred.
  • Excellent legal writing, analytical, and communication skills.
  • Ability to work independently while collaborating effectively within a team environment.
  • Strong organizational skills and attention to detail.

Preferred Experience

  • High-net-worth estate planning.
  • Probate and trust administration.
  • Asset protection planning.
  • Fiduciary representation.
  • Wealth transfer and tax planning strategies.
  • Business succession planning.

Compensation & Benefits

  • Performance-based bonus opportunity.
  • Comprehensive benefits package, including medical, dental, vision, and retirement plans.
  • Paid time off and firm holidays.
  • Professional development and continuing education support.
  • Collaborative and supportive work environment with long-term growth potential.
Ascension Global Staffing & Executive Search logo

About Ascension Global Staffing & Executive Search

Sourced by ZipRecruiter

Ascension Global Staffing & Executive Search is a Hispanic woman-owned-and-operated legal recruiting firm comprised of a dynamic team of professionals and business strategists. We are dedicated to creating a customized approach to connecting talented professionals with great companies. Our passion is your success. We are devoted to cultivating a culture that promotes the individual while meeting our clients’ needs. Our dynamic and collaborative process makes our company as versatile and distinct as our clients. It is the commitment we have to our own team that positions us to be the best business partner for building your best team. At Ascension Global Staffing & Executive Search, we believe everyone deserves a job they love, starting with our own employees. We understand that every company has unique needs that drive the search for the ideal candidate. We look beyond the resume to identify the best talent and do this by fostering trusting relationships with our candidates. Of equal importance, we strive to understand our clients’ businesses, cultures and team dynamics to strategically meet business goals. We keep an eye on the market and emerging practice areas to identify candidates and opportunities to benefit those who entrust us with their careers and their businesses.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Coral Gables, FL, US

Social media

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