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

Titan America

Financial Analyst

Deerfield Beach, FL

Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

Overview Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In ...

Titan America

Financial Analyst

Deerfield Beach, FL

Overview Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

Overview Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

Overview Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In ...

Shoes for Crews

Sr. Financial Analyst, Pricing

Boca Raton, FL · On-site

$81K - $101K/yr

This position reports to the VP of FP&A, but will have regular interaction with other departments. Essential job functions to be performed: Pricing Maintenance and Strategy maintain customer pricing ...

New

Shoes for Crews

Sr. Financial Analyst, Pricing

Boca Raton, FL · Hybrid

$81K - $101K/yr

This position reports to the VP of FP&A, but will have regular interaction with other departments. Essential job functions to be performed: Pricing Maintenance and Strategy maintain customer pricing ...

New

A B Property Services Inc.

FP&A Manager

Miami, FL · On-site

POSITION OVERVIEW The FP&A Manager (or Senior Financial Analyst, depending on experience) will serve as the analytical backbone of our finance function, partnering directly with the CFO, operating ...

Current Newspaper

Chief Financial Officer

Boynton Beach, FL · On-site

$180 - $290/hr

Candidates should have a minimum of ten years of senior financial leadership experience with expertise in nonprofit accounting, financial planning and analysis, budgeting, treasury management, audits ...

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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 Sep 5, 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

Financial Analyst

Titan America

Deerfield Beach, FL

Full-time

Posted 23 days ago

Titan America rating

6.6

Company rating: 6.6 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

Job description

Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site). In this role, you will take a leadership position in financial modeling, forecasting, and providing actionable insights to guide strategic business decisions. This salaried exempt position is designed for professionals with at least 3 years of senior analyst experience in FP&A, who are ready to take on more responsibility and make a meaningful impact.


  • Gain a thorough understanding of the company and our industry while contributing to a dynamic and collaborative business environment.
  • Conduct comprehensive analyses of business operations and financial performance to uncover trends, risks, and opportunities, providing clear and actionable insights to senior leadership to support decision-making.
  • Drive the development and monitoring of annual budgets, periodic forecasts, and long-term financial plans, identifying variances and recommending corrective actions.
  • Prepare and present high-quality reports, dashboards, and presentations using tools such as Microsoft Power BI and Power Point to support decision-making and strategic planning.
  • Build and maintain advanced financial models and perform scenario and ad hoc analyses to address operational challenges and evaluate potential business outcomes.
  • Collaborate with cross-functional teams and financial leaders to align insights with business goals, identify improvement opportunities, and drive strategic initiatives.
  • Mentor and guide junior analysts to ensure high-quality outputs and foster professional growth within the team.
  • Collaborate with business unit financial leaders to identify opportunities and implement initiatives for continuous improvement in FP&A.
  • Demonstrate strong interpersonal and relationship-building skills when engaging with all levels of management, including accounting, operations, general management, and senior leadership.

  • A Bachelor's degree in Finance, Accounting, Economics, or a related business field is required. Master’s degree and/or additional Certifications are a plus.
  • Must have 3 years of experience in a senior analyst position in FP&A or corporate finance (accounting or audit is a plus in addition to FP&A experience)
  • Advanced proficiency in Microsoft Excel, Power BI, and PowerPoint.
  • Must have SAP and Essbase experience
  • Must have experience working in manufacturing industry and familiarity with standard cost accounting
  • Professional communicator who gives impactful presentations.
  • Exceptional organizational and project management skills.
  • Strong analytical and problem-solving abilities.
  • Proven ability to perform under time constraints while collaborating with a diverse group of internal stakeholders.
  • Outstanding interpersonal and communication skills, both verbal and written.
  • Positive, proactive mindset with demonstrated experience thriving in a team-oriented environment

Success begins with hiring the right people to partner with us as we grow and develop our businesses. People are central to everything we do. It is through their efforts and talents that Titan has been successful for over 100 years.

Titan Florida is an Equal Employment Opportunity (EEO) / Affirmative Action employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or other legally protected status.

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