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Entry Level Financial Planner Jobs in Springfield, MA

The Vermont Agency

Entry-Level Finance Advisor

Hartford, CT · On-site

$55K - $75K/yr

Responsibilities • Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way. • Develop personalized financial strategies that align with ...

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)

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)

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)

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 ...

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 ...

DataAnnotation

Sales & Trading Analyst

Hartford, CT · Remote

$50 - $60/hr

Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This ... This is an independent contract position. #finance Seniority level Entry level Employment type ...

Pwc

Partner Tax Preparation Advisor Manager

Hartford, CT · On-site +1

$73.50K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... In private tax at PwC, you will focus on providing personalised tax planning and compliance ...

Raising Cane's

Cook - Restaurant Image

Enfield, 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

Raising Cane's

Cook - Restaurant Image

Enfield, CT

$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

Raising Cane's

Cook - Restaurant Image

Enfield, 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

Raising Cane's

Cook - Closing Shift

Simsbury, CT

$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

Raising Cane's

Cook - Closing Shift

Simsbury, CT

$17 - $18/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

Raising Cane's

Cook - Closing Shift

Simsbury, 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

Advanced Drainage Systems

Driver - Mileage

Ludlow, MA · On-site

Understand and practice ADS CORE VALUES Experience: * Entry level drivers accepted! Zero experience ... voluntary), financial wellness planning*, paid parental leave*, flexible spending accounts (FSA ...

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All 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 May 31, 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.

More about Entry Level Financial Planner jobs
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 May 2026, with employment types broken down into 94% Full Time, 3% Part Time, and 3% Contract. Highlights an 92% Physical, and 8% Remote job distribution, with an average salary of $96,343 per year, or $46.3 per hour.
Entry-Level Finance Advisor

Entry-Level Finance Advisor

The Vermont Agency

Hartford, CT • On-site

$55K - $75K/yr

Full-time

Posted 26 days ago

Job description

Description
Join NPA Financial as a Financial Consultant and become a vital part of a team dedicated to doing good for over 175 years. You'll empower families to plan confidently for the future, offering them stability and security in life's uncertainties. We're committed to nurturing your potential with comprehensive support, training, and resources to help you establish and grow your practice. You'll develop meaningful client relationships and provide tailored financial solutions that truly make a difference.
In our collaborative and supportive environment, you'll discover career growth opportunities aligned with your professional goals. Let's work together to achieve our mission and make a positive impact on the lives of the families we serve. We're excited to welcome driven professionals eager to build a rewarding career in financial services while helping clients reach their financial objectives. If you're ready to grow with us, we'd love to connect with you.
Responsibilities
• Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way.
• Develop personalized financial strategies that align with clients' unique goals and life stages.
• Build and nurture long-term relationships with clients, fostering trust and open communication.
• Collaborate with team members to share insights and strategies, enhancing our collective expertise.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Conduct regular reviews of clients' financial plans, making adjustments as needed to meet evolving needs.
• Utilize our comprehensive training resources to continuously enhance your financial advising skills and knowledge base.
Qualifications
• Experience in financial planning or a related field, with a passion for helping others achieve their financial goals.
• Ability to communicate complex financial concepts in a clear and relatable manner, ensuring clients feel informed and empowered.
• Proven track record of building and maintaining strong client relationships, fostering trust and open dialogue.
• Strong analytical skills to develop personalized financial strategies that align with clients' unique needs and life stages.
• Ability to collaborate effectively with team members, sharing insights and strategies to enhance our collective expertise.
• Commitment to continuous learning, staying informed about industry trends, and regulatory changes to provide up-to-date advice.

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