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Financial Advisor Jobs in Springfield, MA (NOW HIRING)

AdviceOne

Financial Advisor-in-Training

Glastonbury, CT · On-site

They rely on us as they make some of the most consequential financial decisions of their lives. If you're energized by helping people and want a fast track to becoming a trusted advisor, you've come ...

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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 Sep 2, 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.

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $101,665 per year, or $48.9 per hour.

Financial Advisor with Athletic Background

Northwestern Mutual - Greater Springfield

Springfield, MA • On-site

Full-time

Medical, Dental, Vision

Re-posted 7 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the Winning Team at Northwestern Mutual - Greater Springfield!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Greater Springfield!
Why Current and Former Athletes Could Thrive Here: We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background:
  1. Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.
  2. Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful when navigating new opportunities or building something of your own.
  3. Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.
  4. Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.
  5. A Balance of Support and Independence: This is a team-oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.
Our office is located at: One Monarch Place, Suite 2100, Springfield, MA 01144
Meet Our Team:
Corey Caron – Managing Director:
  • Time with NM: Since 2001.
  • Prior Experience: Corey joined Northwestern Mutual in 2001 as a College Intern while attending Western New England University. After graduating, he transitioned into a full-time Financial Advisor role and has gained experience across multiple areas of the business, including Investment Compliance. Today, as Managing Director, he focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield and Downtown Hartford offices.
  • Passionate About: Corey is dedicated to developing the next generation of financial professionals and fostering a strong, growth-oriented culture within his offices. He resides in Suffield, CT with his wife, Erin, and their three children.
Kim Cavalieri – Financial Advisor:
  • Time with NM: Since 2008.
  • Prior Experience: Kimberly began her career with Northwestern Mutual in the fall of 2008 and quickly built a thriving financial practice. She has been consistently recognized as a top producer and leading Financial Advisor while maintaining the highest ethical standards. She is a 4 Under 40 recipient through NAIFA, has been a member of Million Dollar Round Table (MDRT) for over a decade, and was named Female Advisor of the Year by her network office in 2020.
  • Passionate About: As a native of New England, Kimberly started her career in Western Massachusetts and then settled back home in Connecticut, in 2013. Outside of work, she enjoys working out, photography, reading, and most importantly, spending time with her family. She and her partner have two dogs (Harley and Oliver) and a cat (Jack).
Danielle DeLorge, Growth & Development Director & Financial Advisor:
  • Time with NM: Since 2016
  • Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team. 
  • Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. 
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Corey Caron is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.