Senior Financial Analyst
$100K - $115K/yr
... FP&A function with significant visibility across the company • Work closely with Sales ... Senior Financial Analyst: • Support budgeting, forecasting, reforecasting, and long-range ...
Senior Financial Analyst
$100K - $115K/yr
... FP&A function with significant visibility across the company • Work closely with Sales ... Senior Financial Analyst: • Support budgeting, forecasting, reforecasting, and long-range ...
Financial Planner (CFP®) - Private Banking
Palm Beach, FL · On-site
$90K - $121K/yr
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 ...
Financial Planner (CFP®) - Private Banking
Palm Beach, FL · On-site
$90K - $121K/yr
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 ...
Financial Planner (CFP) - Private Banking
$90K - $121K/yr
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 ...
Financial Planner (CFP) - Private Banking
$90K - $121K/yr
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 ...
Senior Financial Analyst
West Palm Beach, FL · On-site
$100K - $115K/yr
... Senior Financial Analyst Salary: $100,000 - $115,000 Location: West Palm Beach, FL Why This ... Help shape and elevate a growing FP&A function, gaining high visibility across the organization.
Senior Financial Analyst
West Palm Beach, FL · On-site
$100K - $115K/yr
... Senior Financial Analyst Salary: $100,000 - $115,000 Location: West Palm Beach, FL Why This ... Help shape and elevate a growing FP&A function, gaining high visibility across the organization.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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.
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 ...
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 ...
Senior Financial Analyst
$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.
Senior Financial Analyst
$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.
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 ...
Quick apply
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 ...
Senior Financial Analyst
$81K - $101K/yr
Chewy is seeking a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join ... Actively participate in the strategic planning, target setting, and quarterly/annual planning ...
Senior Financial Analyst
$81K - $101K/yr
Chewy is seeking a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join ... Actively participate in the strategic planning, target setting, and quarterly/annual planning ...
Senior Financial Analyst
Plantation, FL · On-site
$84K - $105K/yr
Chewy is seeking a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join ... Actively participate in the strategic planning, target setting, and quarterly/annual planning ...
Senior Financial Analyst
Plantation, FL · On-site
$84K - $105K/yr
Chewy is seeking a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join ... Actively participate in the strategic planning, target setting, and quarterly/annual planning ...
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 ...
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 ...
Sr Financial Analyst
$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 ...
Sr Financial Analyst
$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 ...
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 ...
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 ...
This role will lead process improvement initiatives, support ERP implementation and optimization ... Senior Financial Operations Controller serves as the primary liaison for external auditors and CPA ...
Quick apply
This role will lead process improvement initiatives, support ERP implementation and optimization ... Senior Financial Operations Controller serves as the primary liaison for external auditors and CPA ...
This role will lead process improvement initiatives, support ERP implementation and optimization ... Senior Financial Operations Controller serves as the primary liaison for external auditors and CPA ...
This role will lead process improvement initiatives, support ERP implementation and optimization ... Senior Financial Operations Controller serves as the primary liaison for external auditors and CPA ...
This role will lead process improvement initiatives, support ERP implementation and optimization ... Senior Financial Operations Controller serves as the primary liaison for external auditors and CPA ...
This role will lead process improvement initiatives, support ERP implementation and optimization ... Senior Financial Operations Controller serves as the primary liaison for external auditors and CPA ...
Senior Financial Analyst
$81K - $101K/yr
The Senior Financial Analyst will own intra-period weekly forecasting and quarterly outlooks ... Experience with ERP or financial systems such as Oracle or a comparable platform. * Interest in and ...
Senior Financial Analyst
$81K - $101K/yr
The Senior Financial Analyst will own intra-period weekly forecasting and quarterly outlooks ... Experience with ERP or financial systems such as Oracle or a comparable platform. * Interest in and ...
Sr Financial Planner information
See Boca Raton, FL salary details
$47.9K - $55.6K
2% of jobs
$55.6K - $63.3K
6% of jobs
$63.3K - $71K
13% of jobs
$72.5K is the 25th percentile. Wages below this are outliers.
$71K - $78.6K
18% of jobs
The median wage is $84.5K / yr.
$78.6K - $86.3K
14% of jobs
$86.3K - $94K
15% of jobs
$97.6K is the 75th percentile. Wages above this are outliers.
$94K - $101.7K
15% of jobs
$101.7K - $109.3K
4% of jobs
$109.3K - $117K
5% of jobs
$117K - $124.7K
4% of jobs
$124.7K - $132.4K
3% of jobs
$47.9K
$91.7K
$132.4K
How much do sr financial planner jobs pay per year?
As of Aug 9, 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?
| Aspect | Sr Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or CPA | CFP, ChFC, or similar |
| Work Environment | Senior roles in financial planning firms or departments | Independent or firm-based client consultations |
| Employer & Industry | Financial planning firms, banks, or wealth management | Financial services across various sectors |
| Search & Comparison | Often compared for experience and seniority | Commonly 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:
- Financial Analyst
- Entry Level Corporate Financial Analyst
- Senior Financial Crime Analyst
- Regional Financial Analyst
- Seasonal Sustainability Data Analyst
- Full Time Oracle Financial Analyst
- Senior Financial Analyst Fp&A
- Senior Microsoft Financial Analyst
- Airline Financial Analyst Entry Level
- Full Time Google Financial Analyst
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:
- Full Time Financial Modeling
- Financial Planning Assistant
- Financial Analyst Financial Planning And Analysis
- Day Shift Samsung Financial Analyst
- Full Time Invoice Processing Analyst
- Flexible Agriculture Financial Analyst
- Regulatory Financial Analyst
- Full Time Remote Financial Planning
- Npv Financial Analysis
- Senior Samsung Financial Analyst
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:
$100K - $115K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 4 days ago
Job description
a {
text-decoration: none;
color: #464feb;
}
tr th, tr td {
border: 1px solid #e6e6e6;
}
tr th {
background-color: #f5f5f5;
}
Title: Senior Financial Analyst
Salary: $100,000 - $115,000
Location: West Palm Beach, FL
Why This Opportunity Stands Out:
Salary: $100,000 - $115,000
Location: West Palm Beach, FL
• Join a stable, expanding distribution organization that has recently completed multiple acquisitions and continues to grow
• Gain direct exposure to senior leadership and contribute to key strategic business decisions
• Help develop and enhance a growing FP&A function with significant visibility across the company
• Work closely with Sales, Operations, Supply Chain, HR, Purchasing, Finance, and IT teams
• Play a key role in reporting automation, dashboard development, and process improvement efforts
• Receive comprehensive benefits including medical, dental, vision, 401(k), and three weeks of PTO
Key Responsibilities for the Senior Financial Analyst:
• Gain direct exposure to senior leadership and contribute to key strategic business decisions
• Help develop and enhance a growing FP&A function with significant visibility across the company
• Work closely with Sales, Operations, Supply Chain, HR, Purchasing, Finance, and IT teams
• Play a key role in reporting automation, dashboard development, and process improvement efforts
• Receive comprehensive benefits including medical, dental, vision, 401(k), and three weeks of PTO
• Support budgeting, forecasting, reforecasting, and long-range financial planning activities
• Analyze revenue, profitability, operating expenses, working capital, and cash flow trends
• Develop financial models, scenario analyses, and decision-support tools for leadership teams
• Partner with IT and business intelligence teams to enhance dashboard reporting and data accuracy
• Prepare executive-level reporting, performance summaries, and KPI analysis
• Identify business risks, opportunities, and process improvement initiatives through financial analysis
Qualifications for the Senior Financial Analyst:
• Analyze revenue, profitability, operating expenses, working capital, and cash flow trends
• Develop financial models, scenario analyses, and decision-support tools for leadership teams
• Partner with IT and business intelligence teams to enhance dashboard reporting and data accuracy
• Prepare executive-level reporting, performance summaries, and KPI analysis
• Identify business risks, opportunities, and process improvement initiatives through financial analysis
• 3-5 years of FP&A experience
• Experience with planning and reporting tools such as Power BI, SQL, Vena, Anaplan, Datarails, Planful, or similar platforms
#LI-MARILANE
#LI-ONSITE
#INAUG2026
• Experience with planning and reporting tools such as Power BI, SQL, Vena, Anaplan, Datarails, Planful, or similar platforms
#LI-MARILANE
#LI-ONSITE
#INAUG2026