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Financial Planning Associate Jobs in Inverness, FL

Seacoast Bank

Senior FP&A Analyst

The Villages, FL

$74K - $93K/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 ...

City Home

SALES ASSOCIATE - LAKE SUMTER

The Villages, FL · On-site

$200K/yr

With planned local growth, plus growth in new markets over the next several years, the CITY HOME ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

Aspen Dental

Associate Dentist

Inverness, FL

$180K - $215K/yr

At Aspen Dental, we putYou1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Inverness, FL

$180K - $215K/yr

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

Aspen Dental

Associate Dentist

Inverness, FL · On-site

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Inverness, FL

$180K - $215K/yr

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Inverness, FL

Financial Planning Associate information

See Inverness, FL salary details

$10

$23

$50

How much do financial planning associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial planning associate in Inverness, FL is $23.91, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $25.72 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.
What are popular job titles related to Financial Planning Associate jobs in Inverness, FL? For Financial Planning Associate jobs in Inverness, FL, the most frequently searched job titles are:
What cities near Inverness, FL are hiring for Financial Planning Associate jobs? Cities near Inverness, FL with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Inverness, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,724 per year, or $23.9 per hour.

Senior Planning Associate

Modera Wealth Management

Inverness, FL • Hybrid

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

**Relocation offered for this role**

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Senior Planning Associate in Inverness, FL that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office.  

Responsibilities:

  • Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
  • Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
  • Assist clients with the implementation of their financial plans
  • Participate in client meetings to support the primary relationship manager
  • Review and interpret investment allocation trading reports
  • Collaborate with the client service team to facilitate and monitor client service activities
  • Research financial planning strategies and potential tax law changes
  • Assist with projects and support wealth management team, including onboarding of new wealth management staff
  • Additional projects and duties as needed

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Bachelor's Degree required
  • 2+ years of financial planning experience, or other related financial services industry experience
  • FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
  • Minimum 3-5 years of financial planning experience

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Detail-oriented with a focus on accuracy
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
  • Occasional travel may be required

Benefits:

  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $85,000-105,000. This is an exempt role.
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.

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