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Financial Advisor Jobs in Amherst, MA (NOW HIRING)

Charter Oak Financial

Financial Advisor

Holyoke, MA · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Charter Oak Financial

Financial Advisor

Holyoke, MA · On-site

$55 - $130/hr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Northwestern Mutual

Financial Advisor

Springfield, MA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Springfield, MA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Springfield, MA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Springfield, MA · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

UNAVAILABLE

Financial Advisor

Springfield, MA · On-site

$61 - $250/hr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Amherst, MA

Financial Advisor information

See Amherst, MA salary details

$35.5K

$100.6K

$141.8K

How much do financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial advisor in Amherst, MA is $100,589.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $129,000.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs

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For Financial Advisor jobs in Amherst, MA, the most frequently searched job titles are:

What job categories do people searching Financial Advisor jobs in Amherst, MA look for?

The top searched job categories for Financial Advisor jobs in Amherst, MA are:

What cities near Amherst, MA are hiring for Financial Advisor jobs?

Cities near Amherst, MA with the most Financial Advisor job openings:

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Amherst, 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 $100,589 per year, or $48.4 per hour.

Financial Advisor

Grenier Financial Services

Springfield, MA • On-site

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 6 days ago

Job description

This role is also commonly known as a Financial Planner or Wealth Advisor.
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 a Financial Advisor / Financial Planner who is committed to exceptional client care and long-term relationship building.
 
Position Summary
 
The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This role includes developing comprehensive financial plans, presenting recommendations, managing client onboarding, and collaborating with the firm’s principal on investment strategy and planning methodology.
 
This is an on-site, professional role with opportunities for growth, increased responsibility, and long-term career development.

  
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 an advisor who shares these values and sees financial planning as a meaningful partnership.
 
Key Responsibilities
 
Client Engagement & Relationship Management

  • Serve as the primary advisor for assigned clients
  • Conduct discovery meetings, annual reviews, and ongoing check-ins
  • Provide guidance through major financial transitions (retirement, career changes, inheritance, education planning)
  • Deliver a consistent, high-quality client experience aligned with firm standards
  • Manage client onboarding, documentation, and follow-up communication

Financial Planning & Analysis
 
  • Gather and analyze client financial data
  • Develop comprehensive financial plans using financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Prepare and present planning recommendations in clear, actionable formats
  • Conduct retirement planning, cash flow analysis, risk tolerance assessments, and asset allocation reviews
  • Update plans based on life changes, market conditions, or regulatory updates
 
Investment Strategy & Portfolio Support
  • Support investment management activities in collaboration with the principal
  • Review portfolio allocations, performance reports, and investment recommendations
  • Assist with research, due diligence, and investment strategy alignment
  • Ensure client portfolios reflect firm philosophy and risk tolerance
 
Team Collaboration & Leadership
 
  • Work closely with the principal to ensure consistent messaging and planning methodology
  • Mentor and train team members in financial planning processes
  • Support process improvement, planning operations, and workflow optimization
 
Business Development
 
  • Engage prospective clients through outreach, discovery conversations, and timely follow-up
  • Build relationships with clients, CPAs, attorneys, and community partners
  • Identify referral opportunities and contribute to firm growth initiatives
  • Represent the firm professionally at networking events and community engagements
 
Compliance & Documentation
 
  • Maintain accurate, compliant client records (electronic and physical)
  • Ensure adherence to FINRA, SEC, and state regulatory requirements
  • Uphold confidentiality, integrity, and professional standards
 
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 advisors listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism. We believe strong relationships build strong businesses — and we invest in those relationships every day.
 
Qualifications
 
Required
 
  • Series 7 license
  • Professional client-facing experience
  • Strong analytical and communication skills
  • 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 in financial planning, wealth management, or advisory services
  • Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • State health, life, disability, and variable annuity licenses
  • CFP® designation
  • Bachelor’s degree in finance, business, economics, or related field
 
Compensation & Benefits
 
  • Salary range: $90,000–$120,000, based on experience and qualifications
  • 401(k) plan
  • Paid time off and holidays
  • Professional development 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.