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Junior Financial Planner Jobs in Boca Raton, FL (NOW HIRING)

Johnson Controls

Jr. Fire Project Manager

Miramar, FL · On-site

$67K - $85K/yr

... financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an ... Company vehicle What You Will Do As a Junior Project Manager, you will support the planning and ...

Johnson Controls

Jr. Fire Project Manager

Miramar, FL

$67K - $85K/yr

... financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an ... Company vehicle What You Will Do As a Junior Project Manager, you will support the planning and ...

Blue Sky Utility

Senior Accountant

Fort Lauderdale, FL · Hybrid

$70K - $88K/yr

Partner with FP&A and business unit leaders on financial planning and capital allocation * Track ... Mentor junior accounting staff and support knowledge-sharing across the team Requirements

Hazen and Sawyer

Senior Hydrogeologist

Hollywood, FL · On-site

Mentor junior staff and foster technical development within the hydrogeology group. * Support ... Employer-contributed 401(k) plan and financial planning support. * Professional development ...

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All JobsFinancial Planner JobsJunior Financial Planner JobsJunior Financial Planner Jobs in Boca Raton, FL

Junior Financial Planner information

See Boca Raton, FL salary details

$15

$26

$42

How much do junior financial planner jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for junior financial planner in Boca Raton, FL is $26.47, according to ZipRecruiter salary data. Most workers in this role earn between $19.62 and $28.75 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a junior financial planner?

To thrive as a Junior Financial Planner, you need a solid understanding of financial planning principles, investment strategies, and personal finance, often supported by a relevant degree such as finance or accounting. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro), Excel, and pursuing certifications like CFP® are typical requirements. Strong analytical skills, attention to detail, and excellent interpersonal communication help build trust with clients and support team collaboration. These skills are crucial for delivering accurate advice, maintaining compliance, and fostering long-term client relationships.

What are some common challenges faced by junior financial planners when starting out, and how can they overcome them?

Junior Financial Planners often face challenges such as building client trust, understanding complex financial products, and mastering compliance requirements. To overcome these hurdles, new planners should seek mentorship from experienced colleagues, participate in ongoing training, and actively engage in team meetings to learn best practices. Developing strong communication skills and staying up-to-date on industry regulations will also help in building credibility and confidence with clients.

What is the difference between Junior Financial Planner vs Financial Advisor?

AspectJunior Financial PlannerFinancial Advisor
CertificationsCFP, or working towards CFPCFP, or other licenses like Series 7/66
Work EnvironmentEntry-level, supporting senior plannersClient-facing, providing comprehensive financial advice
ResponsibilitiesAssisting with financial plans, research, data gatheringDeveloping financial plans, advising clients, managing portfolios

Junior Financial Planners typically support senior planners and focus on research and data collection, while Financial Advisors directly advise clients and manage their financial strategies. Both roles often require CFP certification and operate within the financial services industry, but their responsibilities and client interaction levels differ.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the CFP (Certified Financial Planner) to enhance credibility. Gaining experience through internships or related roles can also improve job prospects, and strong analytical, communication, and interpersonal skills are essential in this field.

What does a junior financial planner do?

A junior financial planner assists clients with financial planning by gathering information, analyzing financial data, and helping develop strategies for savings, investments, and retirement. They often support senior planners, use financial planning software, and may pursue certifications like the CFP to advance their careers.

What are the most commonly searched types of Financial Planner jobs in Boca Raton, FL?

The most popular types of Financial Planner jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Junior Financial Planner jobs?

Cities near Boca Raton, FL with the most Junior Financial Planner job openings:

Junior Financial Planner jobs near you

Managing Director, Office of the CFO

Portage Point Partners

Palm Beach, FL • On-site

Full-time

Re-posted 9 days ago

Job description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
 
The OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results. 
 
The Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. 
Responsibilities
  • Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership
  • Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies
  • Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters
  • Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
  • Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
  • Design, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
  • Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls
  • Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required 
  • Provide coaching and mentorship to junior team members
  • Lead internal trainings and best practice sharing
  • Lead business development and client relationship efforts
  • Lead talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture
Qualifications
  • Bachelor's degree from a top undergraduate program
  • Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
  • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 
  • 15 plus years of progressive experience in financial consulting, strategic finance, audit, banking or performance improvement, with exposure to middle-market companies
  • Experience leading finance and accounting functions and / or finance transformations
  • Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)
  • Experience recommending, selecting or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)
  • Superior written and verbal communication skills, including executive-ready presentation and reporting skills
  • Proven ability to thrive in lean, fast-moving teams
  • High attention to detail, responsiveness and ownership mindset
  • Track record of success in high-pressure, client-facing environments
$750,000 - $1,100,000 a year
In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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