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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

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 · On-site

... 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

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 ...

NationsBenefits

Sr. Manager, Finance

Plantation, FL · On-site

$108K - $147K/yr

We offer a fulfilling work environment that attracts top talent and encourages all associates to ... This individual will play a critical role in financial planning and analysis, business decision ...

NationsBenefits, LLC

Sr. Manager, Finance

Plantation, FL · Remote

$108K - $147K/yr

We offer a fulfilling work environment that attracts top talent and encourages all associates to ... This individual will play a critical role in financial planning and analysis, business decision ...

NationsBenefits, LLC

Sr. Manager, Finance

Plantation, FL · On-site

$108K - $147K/yr

We offer a fulfilling work environment that attracts top talent and encourages all associates to ... This individual will play a critical role in financial planning and analysis, business decision ...

Oxford Financial Group, Ltd.

Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

Review work from associates and integrate feedback. * Research and respond to estate and financial planning questions. * Stay current on tax, legislative, and industry developments. * Contribute to ...

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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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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
Senior Financial Analyst

Senior Financial Analyst

FirstService Residential

Dania Beach, FL • Hybrid

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago

Job description

Description

Job Overview:

 

The Senior Financial Analyst is part of the corporate finance support team. The Senior Financial Analyst's responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. As a Senior Financial Analyst, you will also be responsible for providing project teams with financial guidance and assisting with monthly close process. This role will be the subject matter expert on our Digital Transformation.

Your Responsibilities:

 

The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.

  • Assisting with budgeting, forecasting and monthly close processes
  • Create adhoc analysis as needed
  • Prepare variance analysis and provide variance reporting as necessary
  • Maintenance, improvement and creation of financial models
  • Scenario modeling which includes opex and capex
  • Tracking KPI’s
  • Understanding of key business drivers

 

Skills & Qualifications:

 

  • Bachelor's degree in Accounting, Finance, or combination of experience and education.
  • 4+ years of experience in financial planning, analysis, modeling and systems
  • Strong analytical thinking and problem solving skills
  • Strong organizational skills and ability to lead many tasks at once
  • Exceptional communication and change management skills
  • Ability to meet deadlines with integrity of information preserved
  • High sense of urgency
  • Team player
  • Ability to present financial and or system information to an audience
  • System experience – working knowledge of Microsoft applications especially strong excel skills, Co-Pilot, power BI, financial systems.
  • Bachelor’s degree in accounting, finance, accounting information systems or related field.
  • CPA, CFE, CISA, CIA or other relevant designation is a plus.

 

What We Offer: 

As a full-time associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision. In addition, you will be eligible for time-off benefits, paid holidays, and a 401(k) with a competitive company match.

 

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Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.
Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.
Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel national_recruiting@fsresidential.com.
Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_recruiting@fsresidential.com; we will respond in accordance with Local Law 144, within 30 days.

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