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

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Osaic

Sr. Financial Planning Strategist

Fort Lauderdale, FL · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site +1

$140K - $160K/yr

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 ...

Cherry Bekaert

FP&A Senior Manager

Fort Lauderdale, FL · On-site

$104K - $142K/yr

Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service line leadership to deliver forward-looking financial ...

Cherry Bekaert

FP&A Senior Manager

Fort Lauderdale, FL · On-site

$104K - $142K/yr

Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service line leadership to deliver forward-looking financial ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is ...

Chewy

Senior Financial Analyst

Plantation, FL · On-site

$84K - $105K/yr

You will support budgeting, forecasting, long-range planning, monthly reporting, and strategic ... driven financial partnership and guidance to senior leaders and cross-functional stakeholders.

Seacoast Bank

Senior FP&A Analyst

West Palm Beach, FL · On-site

$82K - $103K/yr

The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is ...

Chewy

Senior Financial Analyst

Plantation, FL

$81K - $101K/yr

You will support budgeting, forecasting, long-range planning, monthly reporting, and strategic ... driven financial partnership and guidance to senior leaders and cross-functional stakeholders.

Taylor White

Senior Financial Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

Senior Financial Analyst | South Florida | Competitive Salary + 10% Bonus + Full Benefits Step into ... This newly created role will sit at the intersection of capital markets, treasury, FP&A, and ...

Chewy

Sr Financial Analyst

Plantation, FL

$86K - $138K/yr

Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our Commercial FP&A Finance team! Combining an understanding of Finance, and practical knowledge of ...

Chewy

Sr Financial Analyst

Plantation, FL · On-site

$86K - $138K/yr

Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our Commercial FP&A Finance team! Combining an understanding of Finance, and practical knowledge of ...

Chewy

Senior Financial Analyst

Plantation, FL

$81K - $101K/yr

Support monthly close, forecasting, quarterly planning, and annual operating plan processes while ensuring financial outputs are accurate, well-documented, and decision-ready. * Improve financial ...

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Showing results 1-20

All JobsSr Financial Planner JobsSr Financial Planner Jobs in Boca Raton, FL

Sr Financial Planner information

See Boca Raton, FL salary details

$47.9K

$91.7K

$132.4K

How much do sr financial planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for sr financial planner in Boca Raton, FL is $91,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $96,800.00 per year, depending on experience, location, and employer.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.

What are the key skills and qualifications needed to thrive as a Sr Financial Planner?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

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

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

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

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

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

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

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

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

Sr Financial Planner jobs near you

Sr. Financial Planning Strategist

Osaic

Boca Raton, FL • On-site

$140K - $160K/yr

Other

Medical, Dental, Vision, Retirement

Posted 5 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

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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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