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Planner 1 Jobs in Boca Raton, FL (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site

$140K - $160K/yr

Our competitive compensation is just one component of Osaic's total compensation package ... This role requires deep knowledge of financial planning concepts with a focus on Estate Planning ...

VITAS Healthcare

Financial Analyst 1

Miramar, FL · On-site

This role plays an integral part in improving and maintaining financial planning models, analyzing business results, identifying key drivers of variances, and providing actionable insights that ...

VITAS Healthcare

Financial Analyst 1

Miramar, FL · On-site

This role plays an integral part in improving and maintaining financial planning models, analyzing business results, identifying key drivers of variances, and providing actionable insights that ...

System One

Accounts Payable Analyst-1

Sunrise, FL · Remote

$19.75 - $24.75/hr

Deep knowledge of Oracle ERP * Detail-oriented with excellent organization skills * Ability to ... System One not only serves as a valued partner for our clients, but we offer eligible employees ...

System One

Accounts Payable Analyst-1

Sunrise, FL · Remote

$19.75 - $24.75/hr

Deep knowledge of Oracle ERP * Detail-oriented with excellent organization skills * Ability to ... System One not only serves as a valued partner for our clients, but we offer eligible employees ...

System One

Accounts Payable Analyst-1

Sunrise, FL · Remote

$19.75 - $24.75/hr

Deep knowledge of Oracle ERP * Detail-oriented with excellent organization skills * Ability to ... System One not only serves as a valued partner for our clients, but we offer eligible employees ...

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All JobsPlanner 1 JobsPlanner 1 Jobs in Boca Raton, FL

Planner 1 information

What is a planner 1?

A Planner 1 is an entry-level position in urban or regional planning, typically within government agencies or private consulting firms. Individuals in this role assist senior planners with data collection, research, report writing, and the review of development proposals. Planner 1s help ensure that projects comply with zoning laws, land use plans, and community development goals. This position is ideal for recent graduates or those just starting their careers in urban planning.

What are the key skills and qualifications needed to thrive as a planner 1, and why are they important?

To thrive as a Planner 1, you typically need a bachelor’s degree in urban planning, geography, or a related field, along with foundational knowledge of planning principles and regulations. Familiarity with GIS software, Microsoft Office Suite, and zoning or land use management systems is often required. Strong analytical thinking, attention to detail, and effective communication skills help a Planner 1 collaborate with stakeholders and present findings clearly. These competencies are essential to support informed decision-making and ensure successful project outcomes in community or urban development.

What are some common challenges a planner 1 might face when working on community development projects?

As a Planner 1, one of the main challenges is balancing the interests of various stakeholders, such as residents, developers, and government officials, while ensuring that projects align with zoning regulations and community plans. You may also encounter tight deadlines and the need to quickly adapt to shifting project priorities. Strong communication and organizational skills are essential, as you'll often collaborate with more experienced planners and other municipal departments to gather data, prepare reports, and present findings at public meetings.

What is the difference between Planner 1 vs Planner 2?

AspectPlanner 1Planner 2
Required CredentialsAssociate's degree or equivalent, relevant certifications often preferredBachelor's degree often required, additional certifications may be advantageous
Work EnvironmentOffice setting, collaborative teams, project-based tasksSimilar office environment, increased responsibility in planning and coordination
Employer & Industry UsageCommon in manufacturing, construction, and logistics industriesUsed in similar industries, often as a step up in planning roles

Planner 1 typically handles basic planning tasks under supervision, requiring relevant certifications and an associate's degree. Planner 2 involves more complex planning responsibilities, often requiring a bachelor's degree and more experience. The roles are used in similar industries and work environments, with Planner 2 serving as a progression from Planner 1.

Is being a planner a stressful job?

The role of a planner can be stressful due to deadlines, coordination with multiple stakeholders, and the need for attention to detail. Managing complex schedules and adapting to changing priorities often requires strong organizational skills and the ability to work under pressure.

Is there a demand for city planners?

City planners, including those in planning roles, are in demand as urban development and infrastructure projects grow. Employment opportunities are expected to increase with a focus on sustainable development, zoning, and land use planning, often requiring knowledge of GIS tools and relevant certifications.

What are popular job titles related to Planner 1 jobs in Boca Raton, FL?

For Planner 1 jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Planner 1 jobs in Boca Raton, FL look for?

The top searched job categories for Planner 1 jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Planner 1 jobs?

Cities near Boca Raton, FL with the most Planner 1 job openings:

Planner 1 jobs near you
Infographic showing various Planner 1 job openings in Boca Raton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Sr. Financial Planning Strategist

Osaic

Boca Raton, FL • On-site

$140K - $160K/yr

Other

Medical, Dental, Vision, Retirement

Posted 20 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Financial Planning Specialist, High Net Worth Planning Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remoteapplicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $140,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

Education Requirements:

Bachelor's degree required.

Responsibilities:

  • Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.

  • Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.

  • Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).

  • Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.

  • Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)

  • Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.

  • Serve as a mentor to colleagues to develop their financial planning skills.

  • All other duties as assigned.

Basic Requirements:

  • 10+ years of financial planning experience in a client- or advisor-facing capacity

  • CFP Designation

  • Experience delivering educational content and presenting to diverse audiences

  • Demonstrated ability to influence and collaborate across organizational levels

  • Strong communication skills, both written and verbal

  • Ability to manage multiple complex cases simultaneously

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Requirements:

  • Proficiency in financial planning software (e.g., eMoney)

  • CPA

  • FINRA Series 7, 63, and 65 licenses

  • J.D.

  • LL.M

#LI-Remote

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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