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

CFS

Senior Financial Analyst

West Palm Beach, FL · On-site

$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 ...

New

CFS

Senior Financial Analyst

West Palm Beach, FL

$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.

New

Cherry Bekaert

FP&A Senior Manager

Fort Lauderdale, FL

$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

$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

$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

$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.

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 ...

Chewy

Senior Financial Analyst

Plantation, FL

$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 ...

Chewy

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 ...

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

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 ...

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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 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?

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

Senior Financial Analyst

CFS

West Palm Beach, FL • On-site

$100K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

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Title: Senior Financial Analyst
Salary: $100,000 - $115,000
Location: West Palm Beach, FL
Why This Opportunity Stands Out:
• 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:
• 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:
• 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
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