Financial Planning Associate

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.

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.

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

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 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…