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Financial Advisor Jobs in Springfield, MA (NOW HIRING)

Financial Advisor

Glastonbury, CT · On-site

  • Retirement

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive ...

Financial Advisor

Glastonbury, CT · On-site

  • Retirement

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive ...

Financial Advisor

Springfield, MA · On-site

$90K - $120K/yr

  • Medical

  • Life

  • Retirement

  • PTO

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 ...

Financial Advisor

Springfield, MA · On-site

$90K - $120K/yr

  • Medical

  • Life

  • Retirement

  • PTO

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 ...

Financial Advisor

Springfield, MA · On-site

$90K - $120K/yr

  • Medical

  • Life

  • Retirement

  • PTO

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 ...

Financial Advisor

Holyoke, MA · Remote

$55K - $130K/yr

  • Medical

  • Life

  • Retirement

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

Financial Advisor

Springfield, MA · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Financial Advisor

Springfield, MA · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Financial Advisor

Hartford, CT

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Financial Advisor

Hartford, CT · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Financial Advisor

Hartford, CT · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Financial Advisor

Hartford, CT · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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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Showing results 1-20

Financial Advisor information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

How much do financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial advisor in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 per year, depending on experience, location, and employer.

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 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.

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.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

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.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

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 high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
What are the most commonly searched types of Financial Advisor jobs in Springfield, MA? The most popular types of Financial Advisor jobs in Springfield, MA are:
What are popular job titles related to Financial Advisor jobs in Springfield, MA? For Financial Advisor jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Springfield, MA look for? The top searched job categories for Financial Advisor jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Financial Advisor jobs? Cities near Springfield, MA with the most Financial Advisor job openings:
Infographic showing various Financial Advisor 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 $101,777 per year, or $48.9 per hour.

$48K/yr

Full-time

Re-posted 9 days ago


Job description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

       Minimum 3-5 years of experience in financial advising

       Life, Health and Accident  License - State of CT

       FINRA Series 7 and FINRA 66 License

       Well organized with the ability to manage time effectively with multiple priorities

       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

       Clean record with SEC and FINRA

Skills

    • Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
    • Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
    • Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
    • Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout