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Financial Advisor Jobs in Springfield, 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

Apply Early

Northwestern Mutual

Financial Advisor

Hartford, CT · On-site

$61K - $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

Hartford, CT · On-site

$61K - $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

Hartford, CT · 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

$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 ...

Northwestern Mutual

Financial Advisor

Hartford, CT · 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

Hartford, CT · On-site

$61K - $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

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

Hartford, CT · 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

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

Hartford, CT · On-site

$61K - $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 ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Springfield, MA

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 Jun 30, 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.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to seek professional advice, especially if the advisor charges a percentage-based fee or flat rate. Many advisors work with clients across a range of asset levels, but larger portfolios may qualify for more comprehensive services or lower fees. It is important to consider the advisor's fee structure and the complexity of your financial needs when determining if this amount is appropriate.

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 are necessary to provide financial advice legally and ethically.

What Do Financial Advisors 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.

Is Raymond James a fiduciary advisor?

Raymond James is a financial services firm that employs both fiduciary and non-fiduciary advisors, depending on the specific role and client relationship. Financial advisors at Raymond James are generally expected to act in their clients' best interests, especially if they are registered as fiduciaries, which requires adherence to a fiduciary standard. It's important for clients and job seekers to verify the specific responsibilities and certifications of individual advisors within the firm.

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 tied to 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 does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing advice on investments, retirement planning, insurance, tax strategies, and other financial matters. They assess a client's financial situation, set goals, and develop tailored plans to help achieve those goals. Financial Advisors may also assist with portfolio management, estate planning, and ensuring clients make informed financial decisions to secure their future.
More about Financial Advisor jobs
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:
Financial Advisor jobs near you

Associate Financial Advisor

Kestra Financial Independent Advisor

Hartford, CT • On-site

$48K/yr

Full-time

Posted 25 days ago

Be an early applicant

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