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Associate Financial Planner Jobs in Massachusetts

CAPTRUST

Senior Wealth Financial Planner

Boston, MA · On-site

$150K - $200K/yr

Mentor and support associate advisors and planning team members, sharing best practices and ... Deep expertise in holistic financial planning * Proven ability to identify planning opportunities ...

CAPTRUST

Senior Wealth Financial Planner

Boston, MA · On-site

$150K - $200K/yr

Mentor and support associate advisors and planning team members, sharing best practices and ... Deep expertise in holistic financial planning * Proven ability to identify planning opportunities ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Massachusetts

Associate Financial Planner information

See Massachusetts salary details

$49.7K

$91.6K

$122.9K

How much do associate financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial planner in Massachusetts is $91,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,900.00 and $109,200.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Massachusetts?

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Cities in Massachusetts with the most Associate Financial Planner job openings:

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Massachusetts as of August 2026, with employment types broken down into 79% Full Time, 16% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $91,635 per year, or $44.1 per hour.

Associate Financial Planner

Grenier Financial Services

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 2 days ago

New

Job description

About Us

We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is eager to learn, grow, and contribute meaningfully to client relationships and planning work.
This role is ideal for someone early in their financial planning career. Someone who has completed (or is close to completing) CFP® coursework, is working toward their Series 7, and is ready to gain hands-on experience under the mentorship of a seasoned advisor.
Position Summary

The Associate Financial Planner will support the firm’s principal advisor in all aspects of financial planning, client service, and operational workflow. This role includes sitting in on client meetings, preparing planning analyses, managing follow-up tasks, coordinating with attorneys and CPAs, and helping ensure a smooth, high-quality client experience.
This is an on-site, professional role with structured mentorship, clear growth pathways, and the opportunity to build toward becoming a full Financial Advisor.
Who We Are

Our firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers; it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust.
We’re looking for someone who shares these values and sees financial planning as a meaningful partnership.  Someone who is ready to learn, contribute, and grow.
Key Responsibilities

Client Support & Meeting Participation

  • Attend client meetings with the principal advisor
  • Capture notes, prepare follow-up tasks, and manage post-meeting communication
  • Support clients through major financial transitions (retirement, education planning, career changes)
  • Maintain a warm, professional presence that reflects firm values
Financial Planning & Analysis

  • Gather and organize client financial data
  • Prepare financial planning analyses (retirement projections, cash flow, risk assessments, asset allocation reviews)
  • Assist in developing comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
  • Update plans based on life changes, market conditions, or regulatory updates
Investment & Portfolio Support

  • Assist with portfolio reviews, performance reporting, and allocation updates
  • Support research and due diligence efforts
  • Ensure client portfolios align with firm philosophy and risk tolerance
Coordination with External Professionals

  • Communicate with attorneys regarding estate planning documents
  • Follow up with CPAs on tax returns, tax planning items, and required documentation
  • Support clients in navigating multi-professional financial decisions
Operational & Administrative Support

  • Maintain accurate, compliant client records
  • Assist with onboarding, documentation, and workflow management
  • Support process improvement and operational efficiency
How We Work

We are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our associates listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism.
This role is designed for someone who wants to grow; someone who is ready to learn from a seasoned advisor, build confidence, and eventually step into a full advisory role.
Qualifications

Required

  • Completion of CFP® curriculum (or in final semester of coursework)
  • Actively pursuing Series 7 (or willingness to begin immediately)
  • Strong analytical and communication skills
  • Professional client-facing experience (internships included)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Ability to maintain confidentiality and attention to detail
  • Ability to work on-site in Springfield, MA
Preferred

  • Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Internship or entry-level experience in financial planning, wealth management, or advisory services
  • State health, life, disability, and variable annuity licenses
  • Bachelor’s degree in finance, business, economics, or related field
Compensation & Benefits

  • Salary: $50,000–$60,000 
  • 401(k) plan
  • Paid time off and holidays
  • Professional development, mentorship, and career advancement opportunities
  • Collaborative, supportive work environment
  • Half-day Fridays in the summer (remote)
Schedule & Location

  • Full-time, on-site
  • Springfield, MA
  • Monday–Friday, 9:00 AM–5:00 PM
  • Business professional dress code
How to Apply

Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
Joining our team is a mutual investment. We are committed to supporting your growth, encouraging continuous learning, and providing opportunities for increased responsibility as you demonstrate initiative and alignment with our mission.
If you are someone who values meaningful client relationships, thoughtful planning, and a collaborative environment — we would love to meet you.