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Contract Financial Planner Jobs in Springfield, MA

Empower Careers

Financial Coach

Hartford, CT · On-site +1

The Financial Coach is responsible for servicing Empower's workplace participants in investment and ... contract additional client assets while providing client retirement planning discussions.

Empower Careers

Financial Coach

Manchester, CT · On-site +1

The Financial Coach is responsible for servicing Empower's workplace participants in investment and ... contract additional client assets while providing client retirement planning discussions.

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Showing results 1-20

All JobsContract Financial Planner JobsContract Financial Planner Jobs in Springfield, MA

Contract Financial Planner information

See Springfield, MA salary details

$50.3K

$96.3K

$139K

How much do contract financial planner jobs pay per year?

As of Jul 23, 2026, the average yearly pay for contract financial planner in Springfield, MA is $96,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $101,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Contract Financial Planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

Who makes more money, CFP or CPA?

Contract Financial Planners (CFPs) generally earn higher median salaries than Certified Public Accountants (CPAs), especially when specializing in financial planning, investment management, or estate planning. However, CPA salaries can be higher in accounting firms or corporate finance roles, and both certifications can lead to high earning potential depending on experience, location, and client base.

What are the typical types of clients and projects a Contract Financial Planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

How many financial advisors make $500,000 a year?

Contract financial planners and other financial advisors can earn $500,000 or more annually, especially those with extensive client bases, specialized expertise, or working in high-net-worth markets. Achieving this level typically requires advanced certifications, strong sales skills, and a significant amount of experience in the industry.

What is a Contract Financial Planner job?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

Is $200,000 enough to work with a financial advisor?

For a Contract Financial Planner, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the level of service and planning options available will vary accordingly.

Can you be a freelance financial planner?

A contract financial planner can work independently as a freelancer, providing financial planning services to clients on a project or hourly basis. Freelance financial planners often need relevant certifications, such as CFP, and must comply with industry regulations and licensing requirements. They typically operate with flexible schedules and may use financial planning software to deliver services remotely or in person.
What are the most commonly searched types of Financial Planner jobs in Springfield, MA? The most popular types of Financial Planner jobs in Springfield, MA are:
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Contract Financial Planner jobs near you
Infographic showing various Contract Financial Planner job openings in Springfield, MA as of July 2026, with employment types broken down into 59% Full Time, 23% Part Time, 2% Temporary, and 16% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $96,343 per year, or $46.3 per hour.
Contract Analyst Supervisor

Contract Analyst Supervisor

COMMUNITY SOLUTIONS INC

Windsor, CT • On-site

$68K - $83K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Make a Real Impact in Your Community!
Community Solutions is seeking a full-time Contract Analyst Supervisor for our non-profit dedicated to helping individuals at risk of becoming involved in or have been involved in the child welfare and/or criminal justice system. This individual will be based in our corporate office in Windsor, CT. The Contract Analyst Supervisor will be responsible for coaching, oversight, and supervision of a team of Contract Analysts. This role may directly be responsible for monitoring agency contracts, building funder budgets, and providing reporting and billing to funders as needed. In addition, this role will be involved in assisting the Director of Contracts in their capacity including but not limited to RFP responses and re-procurements of existing contracts.
At Community Solutions, Inc. (CSI), we believe in second chances and providing the support people need to succeed. For over 60 years, we've been a pioneer in community-based services, transforming lives through innovative programs for individuals involved in the child welfare, juvenile justice, or criminal justice systems.
Essential Functions:
Contracts:
  • Coordinate with departmental staff to ensure financial strategies are properly executed.
  • Maintain a working knowledge of Agency Contracts and abide by compliance policies.
  • Provide coaching and training to Contract Analysts. Provide training of funding source requirements, internal and external budget preparation, and other duties.
  • Assist in the development of internal annual operating and capital budgets; assist in the budget input into the accounting system.
  • Develop budgets, forecasts, and analysis with program/department managers.
  • Support the Finance department in billing, reporting, and financial analysis, forecasting and monthly close.
  • Support the improvement of internal controls and efforts to ensure timeliness and accuracy in the reporting of the agencies financial position.
  • Assist programs with any request in regards to contracts assigned.
  • Assist with the negotiation and maintenance of vendor agreements.
  • Complete quarterly financial reports to various funding sources.
  • Reconcile monthly/quarterly reports from Human Resources, Payroll and Accounting
  • Prepare internal and external budget revisions as directed
  • Work on the RFP budgets with the Development team as needed.
  • Maintain integrity of existing contracts and assist in the preparation of contract renewals as needed.
  • Maintain CSI tracking of contract amendments, budgets and quarterly reporting.
  • Perform other duties as assigned by supervisor.

Accounts Receivable:
  • Act as first reviewer of billing before passed for signature.
  • Provide coaching and training to Contract Analysts. Provide training of funding source requirements, HIPAA regulation, and other duties.
  • Maintain accounts receivable subsidiary ledgers and perform accounts receivable administrative functions for assigned accounts.
  • Verify funding source billing requirements and maintain funding source eligibility parameters.
  • Maintain a working knowledge of and abide by Agency programs, policies and procedures.
  • Prepare, process, audit, and test invoicing for government and non-government contracts.
  • Ensure accounts receivable transaction activity is documented and detailed into well-maintained account records.
  • Post payments, credit memos and adjustments.
  • Monitor timely payment of receivables.
  • Prepare Audit Workpapers as assigned.
  • Perform other duties as assigned by supervisor.

What We're Looking For:
Required Qualifications:
  • Bachelor's degree in Business Administration, Finance, Accounting with three (3) years of experience in the Contracts or Accounting Field.
  • Strong financial modeling and forecasting expertise with success in building and creating budgets and reports from the ground up.
  • Demonstrated organizational skills and attention to detail.
  • Able to work independently on complex issues, research and analysis with problem solving skills.
  • Ability to adapt to changing priorities.
  • General understanding of various business models and able to apply financial planning and analysis skills.
  • Working knowledge of Blackbaud FENXT, Ramp, Planning Budget systems
  • Proficient working knowledge of Microsoft Office including Word and Excel.
  • Nonprofit experience preferred.

Benefits We Offer:
  • Generous Time Off: 2 weeks of vacation your first year (increasing to 3 weeks after 1 year), 7 days of sick time, and 4 floating holidays.
  • Health & Wellness: Medical, dental, and voluntary vision plans, plus FSA, short-term disability, accident insurance, hospital coverage, life insurance, and AD&D options.
  • 401(k) Retirement Plan: Automatic enrollment with a 100% company match up to 4%.
  • Professional Development: Clinical License supervision, Tuition reimbursement after 1 year, plus ongoing training and opportunities for certification.
  • Mileage Reimbursement: We offer reimbursement for business-related travel at the current IRS rate to help cover your transportation costs.

Company Overview
Community Solutions Inc. (CSI) is a nonprofit organization that promotes the responsible citizenship, accountability, and well-being of individuals and families involved, or at risk of involvement, in the child welfare, juvenile justice, or criminal justice system. Since CSIs founding in 1962, it has been a pioneer in the community-based service. We have been delivering supervision, treatment, and comprehensive individualized services to help clients interact more effectively in their communities and become productive citizens. Using this plan, we opened the first state-contracted halfway house in New England which has grown to a continuum of approximately 60 programs and services in 11 states. For more than 60 years, CSI has built upon its successful foundation and expanded to serve thousands of adults, youth, and families each year. To learn more about CSI please visit our website https://csi-online.org.
CSI is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
#nonprofit #finance #supervisor #contractanalysis

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