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Cfp Jobs in Springfield, MA (NOW HIRING)

KeyBank

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 ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150 - $170/hr

Advanced designation required (CFP, CPA, MBA, etc.)* Series 65 (RIA Only)* Insurance Licenses* 4+ years of experience within the wealth management industry* Ability to source and convert prospects to ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

Advanced designation required (CFP, CPA, MBA, etc.) * Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert ...

Bank of America

Portfolio Manager III

West Hartford, CT · On-site

$135K - $300K/yr

Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development ...

Keybank

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 ...

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Showing results 21-40

All JobsCfp JobsCfp Jobs in Springfield, MA

Cfp information

See Springfield, MA salary details

$60.8K

$101.6K

$140.5K

How much do cfp jobs pay per year?

As of Sep 2, 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 a CFP?

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.

What does a CFP do?

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 skills and qualifications are needed to be a CFP?

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 CFPs 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 jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investments, taxes, estate planning, and insurance.
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Infographic showing various Cfp job openings in Springfield, MA as of August 2026, with employment types broken down into 5% Internship, 75% Full Time, 9% Part Time, and 11% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $101,583 per year, or $48.8 per hour.

Private Client Advisor

KeyBank

Manchester, CT • On-site

Full-time

Re-posted 24 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

52nd of 174 rated banks

Job description

Location:
344 W Middle Turnpike, Manchester Connecticut
Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
  • Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
  • Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
  • Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
  • Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
  • Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
  • Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
  • Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
  • Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma or equivalent experience (required) or
  • Bachelor's Degree (preferred)

Licenses and Certifications
  • FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • FINRA License S7 Upon Hire (required)
  • FINRA License S66 or S63 and 65 Upon Hire (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 licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.

Skills
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
  • Strong client centric focus.
  • Proven ability to work as a collaborative team member.
  • Ability to use standard office equipment, proprietary financial services systems.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/04/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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