Financial Planning Jobs in Florida
Financial planning jobs in Florida are in strong demand, with concentrated hiring across wealth management firms, insurance companies, and banking institutions serving one of the country's largest and fastest-growing retiree populations, with openings at every level from entry-level associate planners through senior and director roles. Miami, Tampa, and Orlando lead hiring activity, anchored by employers like Raymond James, Ameriprise Financial, and Wells Fargo Advisors, all of which maintain substantial Florida operations. Retirement income planning, estate planning, and tax-efficient investment strategies are the most consistently sought specialties across the state. Find a role that fits below and apply directly.
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We are launching people to the Moon and Mars. If you want to be part of this amazing mission and enjoy working in a great team environment, we would love to have you as part of our team that is making history, today. It takes big ideas and determination to take NASA's vision and make it reality. That's what we do every day.
The COMET contract provides overall management and implementation of ground systems capabilities, flight hardware processing, and launch operations at NASA's Kennedy Space Center (KSC) in Florida. These tasks will support the International Space Station, Ground Systems Development and Operations, and the Space Launch System, Orion Multi-Purpose Crew Vehicle, and Launch Services programs.
Execute complex and high-level support to business process collaboration, contracts management, projects, budgetary, financial management and technical interface with customers. Assist internal and external customers in contract and scope execution, evaluates client needs and takes reasonable action to meet them. Guide, advise, and train others. Demonstrated expertise in primary field with familiarity in other areas to understand scope, and assess organizational risks associated with proposed contract or procedural changes. Provide advice, assistance, and guidance on budgeting, financial management, contractual and procurement issues, and concerns. Perform teammate and subcontract monitoring activities including rate analysis, compliance to teaming and sub-contract agreements, monitoring of obligations incurred and the actual expenditures of funds. Demonstrate knowledge of a wide range of Federal contracting laws, procurement practices, contract types, and company policies. Demonstrate knowledge of cost and price analysis techniques; high expertise in financial reporting, and ability to evaluate audit reports, regulations, and other relevant material as a basis for developing organizational guides or procedures. Demonstrate ability to develop and implement comprehensive action plans to solve problems; makes decisions or recommendations, verbally present sensitive information on complex matters to senior management and defend decisions.
Qualifications:
At least six years of experience with a Bachelor’s in a Business-related degree field (e.g., Accounting, Economics, Finance, Business Administration, Human Resources); or at least 10 years of experience in areas such as management analysis, financial analysis, budget preparation and analysis, business processes, human resource services, organizational performance assessments, strategic planning, project control functions and contracting.
MUST HAVE A VAILD US DRIVER LICENSE
Physical Requirements
- May be required to climb stairs to access equipment for trouble shooting.
- Position may involve extended periods of sitting or standing.
- Physical requirements are sitting, walking, standing, extensive use of stairs, and access to remote structures.
- Position is located on a hazardous testing facility; must be able to quickly evacuate buildings in the event of an emergency.
Work Environment
- Position may require individual to travel daily to different areas on site.
- Walking on uneven terrain including paved areas, gravel/rocks, and dirt/sand, may be required to access various locations on the facility.
- Climbing ladders and platforms may be necessary.
- All work must be completed in a safe manner in accordance with NASA and company safety standards.
Equipment and Machines
- Computers and printers used for producing reports and schedules.
- Variety of equipment used in testing.
Attendance
- Full-time work hours.
- Position may require occasional overtime, including weekend work, depending on task.
- Must be dependable and punctual.
- Shift work may be required.
Other Essential Functions
- Must be able to accurately communicate ideas in writing and verbal communication.
- Must be able to travel to support position requirements. This may include travel to and from customer location, which may involve airline travel. In some cases, accommodations can be made for POV, if necessary.
- Grooming and dress must be appropriate for the position and must not impose a safety risk/hazard to the employee or others.
- Must comply with all “drug free workplace” requirements as mandated by directives issued by the appropriate federal contracting officer and the company, which requires drug testing for use of illegal drugs by employees in sensitive positions.
- Government security clearance may be required in the future.
- Must maintain a positive work atmosphere by behaving and communicating in a manner that fosters good relations with customers, clients, co-workers, and management.
Access to Kennedy Space Center Amenities
While doing your part to help further space exploration at Kennedy Space Center, you can enjoy many on-site amenities, such as:
- Child Development Center
- Discounted tickets to local attractions and theme parks
- Credit Union
- Fitness Center
- Barbershop
- NASA Exchanges
Flexible Schedule and Telework
At Amentum, we value your time and commitment. Here at Kennedy Space Center, we offer partial telework options and flexible work schedules for many of our positions. The ability to utilize a flex schedule or telework will depend on your department’s demands and neWeds.
Compensation Details:
Final pay will be commensurate with the candidate's experience, skills, and qualifications.
The compensation range or hourly rate listed for this position is provided as a good-faith estimate of what the company intends to offer for this role at the time this posting was issued. Actual compensation may vary based on factors such as job responsibilities, education, experience, skills, internal equity, market data, applicable collective bargaining agreements, and relevant laws.
Benefits Overview:
Our health and welfare benefits are designed to support you and your priorities. Offerings include:
Health, dental, and vision insurance
Paid time off and holidays
Retirement benefits (including 401(k) matching)
Educational reimbursement
Parental leave
Employee stock purchase plan
Tax-saving options
Disability and life insurance
Pet insurance
Note: Benefits may vary based on employment type, location, and applicable agreements. Positions governed by a Collective Bargaining Agreement (CBA), the McNamara-O'Hara Service Contract Act (SCA), or other employment contracts may include different provisions/benefits.
Original Posting:
10/30/2026 - Until FilledAmentum anticipates this job requisition will remain open for at least three days, with a closing date no earlier than three days after the original posting. This timeline may change based on business needs.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.
See All 45 Financial Planning Jobs in Florida
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Find Financial Planning JobsFinancial Planning Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Financial Planning Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Staffing & Recruiting
- Construction & Real Estate
What Florida Employers Look For
The qualifications that appear most often in financial planning jobs across Florida.
- Active FINRA Series 65 or Series 66 license required or must obtain within 90 days
- CFP certification preferred or active progress toward CFP Board requirements
- Bachelor's degree in finance, accounting, economics, or a related field
- Demonstrated experience with financial planning software such as eMoney or MoneyGuidePro
- Strong knowledge of Florida-specific retirement planning needs and estate tax considerations
- Excellent client communication skills with ability to present complex financial plans clearly
Financial Planning Jobs in Florida: Frequently Asked Questions
How do you become a financial planning professional in Florida?
Most financial planning roles in Florida require registering as an investment adviser representative through the Florida Office of Financial Regulation and passing the FINRA Series 65 exam, or the Series 66 combined with a Series 7. A bachelor's degree in finance, accounting, or a related field is the standard entry point. Earning the CFP designation from the CFP Board significantly strengthens your candidacy, particularly at Florida's larger wealth management firms and independent advisory practices.
How much do financial plannings make in Florida?
Financial plannings in Florida earn a median of about $100,970 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $48,950 for the lowest 10% to over $395,370 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Florida?
Employers hiring financial plannings in Florida right now include Royal Caribbean, FIS, and Dnata, based on current listings on Migrate Mate as of November 2026. Florida's large and growing retiree population has made the state a consistent hiring market for firms specializing in retirement planning, estate services, and private wealth management.
Which Florida cities have the most financial planning jobs?
Orlando, Miami, and Tampa have the most financial planning openings in Florida. Miami's concentration of high-net-worth clients and international wealth drives heavy hiring there, Tampa anchors a dense cluster of regional advisory firms and insurance companies, and Orlando's rapid population growth has expanded demand for financial planners serving both families and growing corporate clients in the area.
Are there remote financial planning jobs in Florida?
Yes, and more than many client-facing roles, since much of the analytical and plan-preparation work can be done off-site. About 60% of financial planning openings tied to Florida are remote or hybrid as of November 2026, reflecting an industry shift accelerated by virtual client meeting tools. Portfolio analysis, financial plan development, and paraplanning support positions are the most commonly offered in fully remote formats.
How can I get hired as a financial planning professional in Florida with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role, which large Florida firms like Raymond James and independent registered investment advisers regularly hire for without requiring prior advisory experience. Completing coursework toward the CFP designation before applying gives candidates a strong edge. Look for associate financial planner and client service associate postings at regional broker-dealers and credit unions across South Florida and the Tampa Bay area, where volume hiring for support roles is consistent.
Where can I find and apply to financial planning jobs in Florida?
You can find and apply to financial planning jobs in Florida on Migrate Mate, which lists current Florida openings from employers actively hiring in the state. Search the available roles, find the ones that fit your experience and credentials, and apply directly to each position.
See All 45 Financial Planning Jobs in Florida
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