Financial Planning Associate

Boynton Financial Group; Wellington (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Boynton Financial Group in Wellington, FL seeks a motivated, detail-oriented professional to join our wealth management team. The role emphasizes organization, proactive planning, and client-focused service.

We provide training and growth opportunities within the firm for the right candidate who is eager to learn and contribute to long-term client goals. Responsibilities include supporting client projects, facilitating account actions, and coordinating with advisors and CPAs.

Qualifications

• Experience in financial services or wealth management preferred but not required.
• Bachelor's degree in a related field preferred.
• Securities-related licenses are a plus and may be acquired after employment begins.

Responsibilities

• Track outstanding items and move client projects forward.
• Assist with account opening, maintenance, transfers, distributions, and other client service tasks.
• Communicate with clients to provide timely, professional service.
• Coordinate with advisors, team members, and outside professionals (attorneys, CPAs).
• Maintain accurate client records and deadlines.
• Learn firm processes, technology, and financial planning approach.
• Support Prudent Process and Risk Tolerance calls.
• Identify opportunities to improve organization, workflows, and client experience.
• Take on additional responsibilities as knowledge grows.

Skills

Detail-oriented

Planning mindset

Organized

Proactive

Professional communication

Problem solving

Accountability

Willingness to learn

Education

Bachelor's degree in a related field

Industry licenses a plus

Licenses to be acquired after employment

Job description

Boynton Financial Group is seeking a motivated, detail-oriented professional to join our growing wealth management team in Wellington, Florida.

We are looking for someone who naturally thinks ahead, takes pride in getting the details right, and enjoys bringing organization and structure to complex situations. The ideal candidate has a planning mindset, strong interpersonal skills, and a genuine interest in building a long-term career in the financial services industry.

Prior experience in financial services or wealth management is preferred, but it is not required. For the right person—with the right aptitude, work ethic, attention to detail, and desire to learn—we are willing to train and provide opportunities to grow within the firm.

About Boynton Financial Group

At Boynton Financial Group, we believe financial advice should be shaped around the unique needs, goals, and circumstances of each client. Our team works closely with individuals, families, business owners, executives, healthcare professionals, and retirees to provide comprehensive financial planning, investment management, retirement planning, estate and charitable planning, and other wealth management services.

We take a highly personal approach to our client relationships and believe thoughtful planning, clear communication, attention to detail, and exceptional service are fundamental to the work we do.

What You'll Do

In this role, you will work closely with members of our team to support both our clients and the financial planning process. Responsibilities may include:

• Tracking outstanding items and proactively helping move client projects and planning initiatives forward
• Assisting with account opening, maintenance, transfers, distributions, and other client service requests
• Communicating with clients and helping ensure they receive timely, professional, and attentive service
• Coordinating with advisors, team members, and outside professionals such as attorneys and CPAs
• Maintaining accurate client records and ensuring important details and deadlines are not overlooked
• Learning our firm's processes, technology, and financial planning approach
• Facilitating client Prudent Process and Risk Tolerance calls
• Identifying opportunities to improve organization, workflows, and the overall client experience
• Taking on additional responsibilities as your knowledge and capabilities grow

Who We're Looking For

The person who will thrive in this role is someone who:

• Is exceptionally detail-oriented and takes ownership of their work
• Has a planning mindset and naturally thinks several steps ahead
• Is organized and able to manage multiple priorities without losing sight of the details
• Is proactive rather than waiting to be told what to do next
• Communicates professionally and confidently with clients and colleagues
• Enjoys problem solving and has the ability to think outside of the box
• Is dependable, accountable, and committed to producing high-quality work
• Is comfortable learning new systems, processes, and financial concepts
• Works well as part of a close-knit, collaborative team
• Wants to continue learning and grow professionally over time
• Values a career where increased knowledge and responsibility can lead to greater opportunities

Experience & Qualifications

Experience in financial services, wealth management, banking, accounting, or a related professional environment is preferred, but not required. We place significant value on aptitude, attention to detail, professionalism, initiative, and the desire to learn. A candidate with less industry experience, but a strong planning mentality and demonstrated ability to learn quickly may be an excellent fit.

Bachelor's degree in a related field is preferred.

Relevant industry licenses and/or designations are a plus.

If Securities-related licenses are not already held prior to employment, they must be acquired after employment begins.

Why Join Our Team?

This is an opportunity for someone looking for more than simply their next job. We want to find a person who is interested in learning the wealth management business, developing professionally, taking on increasing responsibility, and building a meaningful long-term career.

You’ll become part of a team that values thoughtful planning, strong relationships, personal accountability, and doing things the right way. As your knowledge and capabilities grow, we want your role to grow with you.

Compensation: Salary commensurate with experience.

Location: Onsite in Wellington, Florida

Boynton Financial Group, Inc. is located at 12400 S Shore Blvd., Wellington, FL 33414.

• To learn more about our firm and the clients we serve, visit our website at www.BoyntonFinancialGroup.com