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Wealth Planning Associate Jobs in Boca Raton, FL

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Planning Associate that will be responsible for supporting our lead advisors ...

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Planning Associate that will be responsible for supporting our lead advisors ...

Oxford Financial GRP

Sr. Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning ...

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Oxford Financial Group, Ltd.

Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

... during planning and meeting preparation. * Review work from associates and integrate feedback ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Knowledge of financial services, financial markets and financial planning, usually acquired by ... Experience :3 to 5 years of financial and wealth planning and analysis experience with high-income ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Boca Raton, FL

Wealth Planning Associate information

See Boca Raton, FL salary details

$36.5K

$74.3K

$102.5K

How much do wealth planning associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for wealth planning associate in Boca Raton, FL is $74,288.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,700.00 and $86,800.00 per year, depending on experience, location, and employer.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
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What cities near Boca Raton, FL are hiring for Wealth Planning Associate jobs? Cities near Boca Raton, FL with the most Wealth Planning Associate job openings:
Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Boca Raton, FL as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $74,288 per year, or $35.7 per hour.

Planning Associate

Modera Wealth Management

Plantation, FL • On-site

$60K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Planning Associate that will be responsible for supporting our lead advisors in our Plantation, FL office.
Responsibilities:
  • Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets
  • Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed
  • Assisting with preparation for client meetings
  • Preparing client Investment Policy Statements and asset allocation reports
  • Communicating with clients, as well as their accountants and attorneys, verbally and in writing
  • Attending client meetings and assisting with documentation and follow up actions
  • Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings
  • Prepare for and pass the FINRA Series 65 within the mandated company timeline.

Duties and responsibilities over time:
  • Conducting in-depth client interviews to gather personal financial data and to formulate planning goals
  • Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding
  • Assisting clients with the implementation of their financial plans
  • Participating in client meetings to support the primary relationship manager
  • Reviewing and interpreting investment allocation trading reports
  • Collaborating with the client service team to facilitate and monitor client service activities
  • Occasional travel may be required

What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:
  • Minimum: Bachelor's Degree
  • 0-3 years of financial planning experience desirable or equivalent financial planning coursework
  • Ability to obtain FINRA Series 65 required during first twelve months
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

Skills and Competencies:
  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits:
  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $60,000-85,000 annually, non-exempt
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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