Benefits Analyst
Hartford, CT · On-site
Completes the Career Foundations Program (CFP) within 2 years * Attends all training sessions; drive engagement and build a relationship with mentor * Gains entry level knowledge of employee benefits ...
Benefits Analyst
Hartford, CT · On-site
Completes the Career Foundations Program (CFP) within 2 years * Attends all training sessions; drive engagement and build a relationship with mentor * Gains entry level knowledge of employee benefits ...
Wealth Advisor Team Leader
Hartford, CT · On-site
$184.40K - $307.40K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...
Wealth Advisor Team Leader
Hartford, CT · On-site
$184.40K - $307.40K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...
Wealth Advisor Team Leader
$184.40K - $307.40K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...
Wealth Advisor Team Leader
$184.40K - $307.40K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...
Wealth Advisor Team Leader
$184.40K - $307.40K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...
Wealth Advisor Team Leader
$184.40K - $307.40K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...
Private Client Advisor
Manchester, CT · On-site
Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) * In the event you do not hold the required ...
Private Client Advisor
Manchester, CT · On-site
Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) * In the event you do not hold the required ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
CFA and CFP preferred and may be considered in lieu of the licenses. * Experience in wealth management product development, advisor-focused product management, or related disciplines . * 6+ years ...
CFA and CFP preferred and may be considered in lieu of the licenses. * Experience in wealth management product development, advisor-focused product management, or related disciplines . * 6+ years ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) * Obtained insurance licenses Schedule: Monday - Fridays ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) * Obtained insurance licenses Schedule: Monday - Fridays ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) * In the event you do not hold the required ...
Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) * In the event you do not hold the required ...
Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A ...
Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A ...
Cfp information
See Springfield, MA salary details
$60.8K - $68K
4% of jobs
$68K - $75.3K
5% of jobs
$75.3K - $82.5K
11% of jobs
$86.4K is the 25th percentile. Wages below this are outliers.
$82.5K - $89.8K
9% of jobs
$89.8K - $97K
14% of jobs
The median wage is $100.4K / yr.
$97K - $104.3K
15% of jobs
$110.5K is the 75th percentile. Wages above this are outliers.
$104.3K - $111.5K
20% of jobs
$111.5K - $118.8K
12% of jobs
$118.8K - $126K
4% of jobs
$126K - $133.3K
2% of jobs
$133.3K - $140.5K
4% of jobs
$60.8K
$101.6K
$140.5K
How much do cfp jobs pay per year?
As of May 31, 2026, the average yearly pay for cfp in Springfield, MA is $101,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,700.00 and $114,100.00 per year, depending on experience, location, and employer.
What Is the Job of a CFP Professional?
A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.
What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?
To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.
How do Certified Financial Planners (CFPs) typically build long-term client relationships and trust?
Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.
What are CFPs?
CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.
More about Cfp jobs
What are popular job titles related to Cfp jobs in Springfield, MA? For Cfp jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Springfield, MA look for? The top searched job categories for Cfp jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Cfp jobs? Cities near Springfield, MA with the most Cfp job openings:
Lockton rating
8.1
Based on 13 frontline employees who took The Breakroom Quiz
131st of 259 rated insurance
Job description
Job Summary:
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Overview:
The Benefits Analyst is Lockton Northeast's entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.
Core Responsibilities:
A successful candidate will:
Requirements:
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Overview:
The Benefits Analyst is Lockton Northeast's entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.
Core Responsibilities:
- Responds to Client's inquiries, maintaining documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal
- Sends compliance communications as needed
- Manages open enrollment communications process including presentation support
- Reviews plan documents and materials for accuracy
- Responds to emails in timely manner (within 24 hours)
- Updates client call logs
- Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicating to team if they anticipate any challenges meeting deliverables
- Develops proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools outlined in Client Engagement workbook
- Completes the Career Foundations Program (CFP) within 2 years
- Attends all training sessions; drive engagement and build a relationship with mentor
- Gains entry level knowledge of employee benefits and group insurance
- Develops a basic understanding of Lockton and the services we provide
- Performs other responsibilities and duties as needed
A successful candidate will:
- Solicit feedback regularly from team and actively make progress towards goals
- Take meeting notes and send out within 24 hours
- Exhibit an eagerness and enthusiasm to learn and be a part of a team
- Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
- Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients' needs
- Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
- Exhibit intellectual curiosity
- Take initiative to solve problem independently before seeking help
- Actively participate in the Career Foundations Program
- Pursue technical excellence through professional designations, industry workshops, etc.
- Seek out new work assignments and assist other team members when capacity allows
Requirements:
- Bachelor's degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Exhibits strong written and oral communication
- Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future