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Entry Level Financial Planner Jobs in Springfield, MA

Whether that is in an entry level or leadership role, Gandara will provide the tools and resources ... To be capable of assuming enhanced responsibilities for planning and overseeing on and off unit ...

Whether that is in an entry level or leadership role, Gandara will provide the tools and resources ... To be capable of assuming enhanced responsibilities for planning and overseeing on and off unit ...

Case Manager | TSS

Westfield, MA · On-site

$21 - $27/hr

Whether that is in an entry level or leadership role, Gandara will provide the tools and resources ... To be capable of assuming enhanced responsibilities for planning and overseeing on and off unit ...

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Showing results 41-60

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.

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:

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.

$24.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


Job description

Why Work for Gandara:

Explore the career pathways in Behavioral Health, Substance Use and Recovery, Community Based Clinical services, Adolescent and Family services, Adult Residential, Maintenance and Administration! Whether that is in an entry level or leadership role, Gandara will provide the tools and resources to better enhance your career growth. The opportunities are presented with the ability to transition your skills and experience in meeting the organizations mission. There is grand landscape of opportunities that supports the community we serve, so Join the Gándara team today!

Benefits:

  • Retirement Plan 403(b)
  • Health, Dental, Vision, Pet and Life Insurance
  • Paid vacations
  • Paid holidays
  • 8 discretionary days
  • Mileage Reimbursement

Salary: 

  • Hourly Range | $24.50

Additional Benefits:

  • Career Growth Opportunities
  • Culturally Diverse population
  • Clinical Licensing Support

Job Title: Case Manager | TSS

Work Location: Westfield, Ma.

 

*Bilingual Candidates Encouraged to Apply 

*EOE M/F/D/V

*Union/Non-Union

 

Job Summary:

To work within Gándara Residential Services team model, establishing open communication, support, and accountability among workers and consumers.  The case manager is accountable to the Program Director/Clinical Supervisor, who is responsible for providing supervision and training.  The Case Manager staff is one who actively promotes the philosophy of Gándara Center, and maintains a high level of commitment to the program.                                                                                                  

Duties and Responsibilities:

  • To share all program expectations and responsibilities with RSII and RSI
  • To provide advocacy/case management services,
  • To develop strong, supportive relationships with the clients, and provide for client care and safety.
  • To complete all clinical documentation and casework for assigned residents: including but not limited to: adult comprehensive assessment, individual action plans, group progress notes, weekly progress notes, discharge summary, and transition/discharge/aftercare planning.
  • To maintain updated clinical notes and reporting in accordance to established record keeping procedures.
  • To facilitate daily evidence based psychoeducation groups and other recovery based groups.
  • To provide weekly individual case management sessions with assigned residents
  • To administer and complete the EIM/ESM forms and adhere to funding sources requirements
  • To maintain direct supportive contact with residents to continually assess their individual needs, provide information, discuss problems, set limits and encourage growth and development.
  • To be capable of assuming enhanced responsibilities for planning and overseeing on and off unit activities.
  • To develop and maintain a working relationship and knowledge of other social service agencies in the community.
  • To notify supervisory staff immediately in the event of a client crisis, suspected illegal activity or any behavior constituting an incident in the program.
  • To participate in all case consultation meetings, staff meetings and case conferences.
  • To administer drug/alcohol screens to residents when considered clinically appropriate.
  • To provide orientation of services to prospective clients, family members and community interest groups.
  • To utilize de-escalation techniques to reduce, prevent, or resolve escalated resident conflicts
  • To arrange patient transportation to outside appointments when public transportation is not available or recommended.
  • To participate in training programs (both external and internal), regularly research materials relative to chemical abuse, mental illness and treatment approaches.
  • To acquire and maintain current the necessary certifications mandated by the Agency and funding sources.
  • To adhere to program and agency policies and procedures.
  • May be required to monitor resident medication and complete hourly checks as needed
  • To perform other duties as assigned by the Program Director/Clinical Supervisor.

                    Administrative Responsibilities/Record Keeping

                    • To be capable of running shifts in absence of a supervisor.
                    • To be capable of on call duties
                    • To attend scheduled staff meetings.
                    • To screen all incoming calls, determine their nature, and forward information through proper channels.
                    • To maintain client records in accordance with agency guidelines, standard format, and timetables.
                    • To attend scheduled supervisory meetings with Program Director/Clinical Supervisor.
                    • To maintain assigned financial record keeping, submit required reports accurately and timely.
                    • To attend all trainings as required by funding source and the Agency
                    • To complete time sheets and submit them accurately and in a timely manner.

                      Minimum Qualifications:

                      • Associates Degree + 2yrs experience
                      • Bachelor’s degree + 1-2 years’ experience preferred
                      • Ability to work with population in recovery.
                      • Ability to structure and organize job responsibilities with minimal supervision.
                      • Ability to master First Aid, CPR, Defensive Driving and Fire Safety
                      • Demonstrates good verbal and written communication skills.
                      • Displays sound judgment.
                      • Ability to provide goal-oriented services.
                      • Works well as a team member.
                      • Bilingual (Spanish/English)
                      • Physical and mental demands are located at the end of this job description

                      The Gándara Mental Health Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training