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Entry Level Financial Planner Jobs in Springfield, MA

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)

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)

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)

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)

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 ...

EXL

Inbound Call Center Reps - Entry level

Hartford, CT · On-site

$19 - $24/hr

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to addres s client needs, resolve issues, and coordinate service delivery.

Salas O'Brien

Entry-level Civil Engineer

Bloomfield, CT · On-site

$75K - $80K/yr

... finance and accounting, information technology, and marketing professionals, all of whom play a key ... planning, permitting, and construction phases. Design components include roadway and parking ...

Lancesoft

Accountant Level 1

Holyoke, MA · On-site

$20 - $26/hr

... financial issues to prevent the aging of payables. - Effective Microsoft Office skills with an ... ERP system issue analysis. - The candidate must be able to provide timely and accurate work ...

Raising Cane's

Cook - Late Night Shift

Manchester, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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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 Aug 12, 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 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.

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 related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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.

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 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.
More about Entry Level Financial Planner jobs
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 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $96,343 per year, or $46.3 per hour.

Financial Associate - Training Provided

Rise North Capital

South Hadley, MA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Job description

Description
Start Building Something That's Yours.
Whether you're not yet licensed, newly licensed, or changing careers - we'll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
About the Role
In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career.
We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.
Compensation & Benefits
  • Performance-based bonuses and commissions
  • Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
  • Company-sponsored destination trips and travel incentives
  • In-person work - office located in South Hadley, MA
  • Other office locations: Nashua, NH and Braintree MA
  • Sponsorship for licenses and ongoing professional development
  • One-on-one coaching, mentorship, and leadership development opportunities

Responsibilities
As a Financial Associate, you will:
  • Attend virtual or in-person trainings to enhance financial expertise.
  • Collaborate with coaches and other team members on client cases.
  • Develop client relationships and provide tailored financial strategies.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Utilize marketing tools and resources to grow your client base.
  • Ensure compliance with financial industry standards and licensing requirements.

Qualifications
Successful Financial Associate candidates are:
  • Driven
  • Coachable
  • Competitive
  • Resilient
  • Strong Work Ethic
  • Track Record of Leadership and Success
  • People Orientated

Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.
Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.
We are committed to your success and will provide all of the following to help you develop as a Financial Associate:
  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual and in-person training
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training

If you're ready to start your career in Financial Services, apply today.

Apply