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Financial Planning Jobs in Florida (NOW HIRING)

Raymondjames

Financial Planning Consultant

Stuart, FL · On-site

Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan * Researches information as necessary on a case-by-case basis and ...

Truist

Financial Planning Leader

Orlando, FL · On-site

$70K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsible for managing and preparing financial plans using their background and deep technical planning expertise to drive positive client outcomes, new business revenue and enhance client ...

Fisher Investments

Financial Planning Counselor

Tampa, FL · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden ...

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All JobsFinancial Planning JobsFinancial Planning Jobs in Florida

Financial Planning information

See Florida salary details

$26.5K

$45.3K

$78.1K

How much do financial planning jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial planning in Florida is $45,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $51,200.00 per year, depending on experience, location, and employer.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What are the key skills and qualifications needed to thrive in financial planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

What are the most commonly searched types of Financial Planning jobs in Florida?

The most popular types of Financial Planning jobs in Florida are:

What are popular job titles related to Financial Planning jobs in Florida?

For Financial Planning jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Planning jobs in Florida look for?

The top searched job categories for Financial Planning jobs in Florida are:

What cities in Florida are hiring for Financial Planning jobs?

Cities in Florida with the most Financial Planning job openings:

Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

Financial Planning Consultant

Raymond James Financial, Inc.

Stuart, FL • On-site

Full-time

Re-posted 26 days ago

Job description

Job Description Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.
Job Description
Responsibilities
  • Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Researches and provides recommendations related to risk management concerns, including insurance.
  • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
  • Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
  • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
  • Prepares files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture
  • Responds to client questions by telephone, email and occasional personal visits.
  • Educates client on the functions of various securities markets and the principal factors that affect them.
  • Provides guidance on estate planning options and techniques.
  • Responds to and directs education funding questions including 529 savings plans.
  • Assists with guidance on small business planning.
  • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensures firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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