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Financial Planning Associate Jobs in Boca Raton, FL

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 ...

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 ...

Seacoast Bank

Private Advisor II

Fort Lauderdale, FL · On-site

Understands the importance of comprehensive financial planning in helping clients achieve their ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Private Advisor II

Fort Lauderdale, FL

Understands the importance of comprehensive financial planning in helping clients achieve their ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Northern Trust

Associate, Wealth Strategies

Palm Beach, FL · On-site

$15.25 - $20.25/hr

Major Duties :1. Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client. Follows up with the client via the telephone or ...

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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 12, 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:
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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
Oracle EPM FCC/FP&A Senior Consultant

Oracle EPM FCC/FP&A Senior Consultant

Protiviti

Fort Lauderdale, FL

$111K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

JOB REQUISITION

Oracle EPM FCC/FP&A Senior Consultant

LOCATION

HOUSTON

ADDITIONAL LOCATION(S)

ATLANTA - PEACHTREE RD, AUSTIN, CHARLOTTE, CHICAGO, DALLAS, FT LAUDERDALE, MIAMI - GABLES, ORLANDO, PHILADELPHIA, PRO TAMPA

JOB DESCRIPTION

You Belong Here

The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.

At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.

Where We Need You

Protiviti is looking for a Technology Senior Consultant to join our growing Oracle team.

What You Can Expect

As a Senior Consultant, you will be a mentor, trainer, and coach to Interns and Consultants as you facilitate the successful completion of project work plans. You'll identify areas of risk and opportunities to increase efficiency. You'll strengthen relationships and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of Managers, you may accept responsibility for decision-making in areas including establishing project scope and work plans, project staffing, preparation of deliverables, and application of methodologies.

What Will Help You Be Successful

  • You enjoy working with Oracle FP&A applications to streamline financial processes and enhance business performance.

  • You are motivated to learn and interested in all things related to Oracle Cloud, including the latest trends and developments.

  • You are passionate about building relationships with clients and providing clients with exceptional experiences.

  • You have an inherent interest in project management and team leadership.

  • You contribute to a positive team culture that fosters open communication among all engagement team members.

  • You create development opportunities for others and ways for your team to improve our clients and communities.

  • You have interest in working with a diverse portfolio of clients across multiple industries.

Do Your Talents Include the Following?

  • Demonstrated experience with:

  • Four end-to-end implementations in any two EPM cloud products (EPBS Modules, FCCS, ARCS, and NR).

  • Expert knowledge of the Oracle Planning Cloud toolsrequired

  • Experience with implementing EPBCSmodulesi.e., Finance, Workforce, Capex, and Projects.

  • Provenexpertisein design, build, testing and deployment of EPBCS applications

  • Extensive experience in Roles leading finance process improvement in Planning (Budgeting, Forecasting, Long Range Plans, Rolling Forecasting)

  • Expert in creation of EPBCS artifacts like hierarchies, forms, business rules, data import & export process using data management, security setup, Navigation flow, workflow etc.

  • Collaborating with business stakeholders to understand their functional requirements and translate them into technical specifications.

  • Deep functional knowledge of financial processes and associated functionality in the EPM area.

  • Good understanding of Income statement, Balance Sheet, Cash Flow, Workforce planning, Capex planning, strategic planning, different methods of consolidation and their calculations and disclosure in financial statement.

  • Ability to analyze business requirements, features and functionality and develop an end-to-end solution and functional design.

  • Expertisein developing custom integrations using EPM Data Integration, EPM Integration Agent, Pipeline, Groovy Business Rule, and EPM Automate.

  • Businessprocessredesign and/or transformation.

  • Global delivery models.

  • Full life-cycle cloud implementations andmethodology, including leading meetings, solutiondesignand product configuration, conducting test cycles, and delivering knowledge transfer or training.

  • Evaluating, summarizing, organizing, and interpreting data.

  • Establishing and cultivating business relationships and a professional network,including withsenior executives.

  • Successfully pursuing business development opportunities andidentifyingand implementing strategies to obtain new work or clientele.

  • Ability to translate and communicate issues,risk, or challenges to client personnel, including executives.

  • Leadership and direct supervisory experience of teamsincludingconducting performance appraisals,mentoringand coaching, oversight and review of work, coordination across teams, and understanding how to motivate.

Your Educational and Professional Qualifications

  • Bachelor's degree in a relevant discipline (e.g., MIS, Accounting, Finance, Computer Science)

  • 2+ years working in professional services or related industry.

  • Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.

  • Professional Certification such as Oracle Financials Cloud 2023 Certified Implementation Specialist, Oracle Cloud EPM (Enterprise Performance Management) 2023 Certified Implementation Specialist or similar preferred.

Our Hybrid Workplace

Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.

Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.

$97,000.00 - $146,000.00

Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.

10%

The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.

$106,700.00 - $160,600.00

Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.
Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.

Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.

Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.comor call 1.855.744.6947 for assistance.

In your email please include the following:

  • The specific accommodation requested to complete the employment application.

  • The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

JOBLOCATION

TX PRO HOUSTON
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About Protiviti

Sourced by ZipRecruiter

Protiviti (www.protiviti.com) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, governance, risk and internal audit through our network of more than 85 offices in over 25 countries. We are committed to attracting and developing a diverse workforce of professionals who share the common value of collaboration. As an organization, we believe that by teaming together and with our clients, we can see beyond the surface of problems that organizations face and discover opportunities to help them face the future with confidence.

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Menlo Park, CA, US

Year founded

2002

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