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

Cherry Bekaert

FP&A Senior Manager

Fort Lauderdale, FL · On-site

$104K - $142K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL

$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 ...

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 ...

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.

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.

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 · On-site

$86K - $138K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

$86K - $138K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 · On-site

$84K - $105K/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 ...

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 ...

UKG, Inc.

Sr Financial Analyst

Weston, FL · On-site

$81K - $101K/yr

Ultimate Kronos Group is seeking a hardworking & dedicated Senior Financial Analyst - FP&A to join our Sales Finance team. The right candidate will thrive in a highly visible individual contributor ...

Chewy

Senior Financial Analyst

Plantation, FL · On-site

$86K - $138K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our ... Actively participate in the strategic planning, target setting, and annual/quarterly planning ...

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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 17, 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 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 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 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

Financial Planner (CFP®) - Private Banking

Flagstar Bank

Palm Beach, FL • On-site

$90K - $121K/yr

Full-time

Medical, Dental, Vision, Life

Posted 15 days ago

Job description

Position Title
Financial Planner (CFP®) - Private Banking
Location
Palm Beach, FL 33480
Job Summary
Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.
The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Job Responsibilities:
JOB RESPONSIBILITIES
  • Financial Planning Delivery. Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable planning recommendations under the guidance of senior planners.
  • Client and Advisor Support. Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations. Serve as a planning resource for bankers by responding to planning-related questions and ad hoc analyses.
  • Planning Tools and Process Support. Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements.
  • Ongoing Learning and Collaboration. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.

ADDITIONAL ACCOUNTABILITIES
  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS
Required Qualifications:
  • Education level required: Undergraduate Degree (4 years or equivalent)
  • Minimum experience required: 4+ Years experience in financial planning or wealth management
  • CFP® certification or active progress toward designation
  • Experience working with financial planning software and CRM tools

Preferred Qualifications:
  • Education level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines.
  • Experience working with HNW clients
  • CPA, CTFA, or CEPA helpful but not required.

Job Competencies:
  • Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
  • Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, 'start up' like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
  • Client obsessed. Helping clients achieve their financial goals is what gets you up in the morning. We care deeply about the individuals and families we serve.
  • Polished presentation and sufficient gravitas to quickly instill a client's trust.
  • Jargon-free. Able to synthesize financial planning topics and explain them in 'plain English' to the general public.
  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
  • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Please note our systems post the entire pay band. our realistic expected base pay rate for this role will be between $90,000 - $121,000
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$63,251.25 - $121,200.00

Apply