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Financial Planning Associate Jobs in New Port Richey, FL

5 Legal

Trust & Estate Planning Associate

Tampa, FL · On-site

Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa ... An undergraduate degree in Accounting, Business or Finance, or a graduate degree in Tax preferred.

Seacoast Bank

Senior FP&A Analyst

Tampa, FL · On-site

$80K - $100K/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 ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

One-on-one training from seasoned leaders in the local financial planning industry * A ... Associate's degree in business or industry-related field * Must obtain series licenses and qualify ...

Protiviti

Oracle EPM FCC/FP&A Senior Consultant

Tampa, FL · On-site

$110K/yr

... associates. At the direction of Managers, you may accept responsibility for decision-making in ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

AEVEX

Material Planning Manager

Tampa, FL · On-site

Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...

Oath

Associate Attorney

Tampa, FL · On-site

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Tampa, FL! About The Role We're looking for attorneys who want to help more people than they ever ...

AEVEX

Material Planning Manager

Tampa, FL · On-site

Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...

AEVEX

Material Planning Manager

Tampa, FL

Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in New Port Richey, FL

Financial Planning Associate information

See New Port Richey, FL salary details

$12

$28

$60

How much do financial planning associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for financial planning associate in New Port Richey, FL is $28.47, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $30.62 per hour, depending on experience, location, and employer.

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.

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.

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 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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

What are popular job titles related to Financial Planning Associate jobs in New Port Richey, FL?

For Financial Planning Associate jobs in New Port Richey, FL, the most frequently searched job titles are:

What cities near New Port Richey, FL are hiring for Financial Planning Associate jobs?

Cities near New Port Richey, FL with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in New Port Richey, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $59,215 per year, or $28.5 per hour.

Trust & Estate Planning Associate

Tampa, FL • On-site

5 Legal
See more jobs at 5 Legalexternal

Full-time

Re-posted 13 days ago

Job description

Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa office.


Qualified candidates must have 2-7 years of experience and must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate, and generation-skipping tax planning; assisting with probate proceedings for taxable and non-taxable estates; processing Federal gift and estate tax returns; and tax exempt organization planning. An undergraduate degree in Accounting, Business or Finance, or a graduate degree in Tax preferred. Strong writing, communication, and interpersonal skills are required. To be considered, a candidate must hold a J.D. from an ABA-approved law school and be in good standing and an active member of the Florida Bar.