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Entry Level Financial Planner Jobs in Springfield, MA

InsuraTec

Sales Representative (Remote)

Northampton, MA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Hartford, CT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Westfield, MA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Holyoke, MA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Chicopee, MA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Springfield, MA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Springfield, MA

Entry Level Financial Planner information

See Springfield, MA salary details

$50.3K

$96.3K

$139K

How much do entry level financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for entry level 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 does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

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

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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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:

What are popular job titles related to Entry Level Financial Planner jobs in Springfield, MA?

For Entry Level Financial Planner jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planner jobs in Springfield, MA look for?

The top searched job categories for Entry Level Financial Planner jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Entry Level Financial Planner jobs?

Cities near Springfield, MA with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Springfield, MA as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $96,343 per year, or $46.3 per hour.

Associate Financial Planner

Grenier Financial Services

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted yesterday

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.