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Financial Analyst Relocation Jobs in Springfield, MA

Manager Trainee

Westfield, MA · On-site

$48K - $60K/yr

... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ... RELOCATION IS ENCOURAGED, BUT NOT REQUIRED, FOLLOWING COMPLETION OF THE 1-6 MONTH PROGRAM (PROGRAM ...

R&D Analyst/Engineer

Windsor, CT · On-site

$135K - $180K/yr

Enhanced 401(k) and financial planning support * Tuition reimbursement and professional development ... Distance-based relocation assistance available How you will make an Impact * Assess future system ...

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Showing results 1-20

Financial Analyst Relocation information

See Springfield, MA salary details

$38.4K

$87.8K

$117.6K

How much do financial analyst relocation jobs pay per year?

As of Jun 17, 2026, the average yearly pay for financial analyst relocation in Springfield, MA is $87,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,800.00 and $110,100.00 per year, depending on experience, location, and employer.

What is the difference between Financial Analyst Relocation vs Financial Analyst?

AspectFinancial Analyst RelocationFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA are commonBachelor's degree in finance, accounting, or related field; certifications like CFA are common
Work EnvironmentTypically involves relocating for new job opportunities; may work in corporate, banking, or investment firmsOffice-based, corporate, banking, or investment environments; may include remote work
Employer & Industry UsageUsed when discussing job moves or relocations within finance rolesStandard role in finance industry, focusing on analyzing financial data and advising

Financial Analyst Relocation refers to the process or job involving moving to a new location for a financial analyst position, often requiring additional logistical considerations. In contrast, a Financial Analyst is a role focused on analyzing financial data, regardless of location. The main difference lies in the context of relocation versus the core job responsibilities.

What are Financial Analyst Relocation jobs?

Financial Analyst Relocation jobs are positions where financial analysts are required or offered the opportunity to relocate to a different city, state, or country for work. These roles typically involve analyzing financial data, preparing reports, and advising organizations on financial decisions, but with the added dimension of moving to a new location. Employers may offer relocation packages to help cover moving expenses and assist with settling into the new area. Such positions can be found in multinational corporations, consulting firms, or companies expanding into new markets. Relocation can provide career growth opportunities and exposure to different financial regulations and business environments.

What are the key skills and qualifications needed to thrive as a Financial Analyst in a relocation-focused position, and why are they important?

To thrive as a Financial Analyst in relocation, a strong background in finance, accounting, and quantitative analysis is essential, usually supported by a bachelor's degree in finance or related field. Familiarity with financial modeling software, Excel, and ERP systems, along with certifications like CFA or CPA, is highly valued. Excellent analytical thinking, attention to detail, and effective communication skills help in interpreting data and collaborating with cross-functional teams. These skills ensure accurate financial forecasting, strategic decision-making, and smooth management of relocation budgets and processes.

How does the relocation aspect impact the daily responsibilities of a Financial Analyst?

As a Financial Analyst relocating to a new office or region, you may encounter unique challenges such as adapting to different business practices, regulatory environments, or cultural expectations. Your daily responsibilities will likely remain focused on financial modeling, analysis, and reporting, but you may also need to quickly familiarize yourself with local market trends and build new professional relationships. Successful relocation often requires strong communication skills and adaptability to ensure seamless collaboration with both your new team and cross-functional partners.
What job categories do people searching Financial Analyst Relocation jobs in Springfield, MA look for? The top searched job categories for Financial Analyst Relocation jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Financial Analyst Relocation jobs? Cities near Springfield, MA with the most Financial Analyst Relocation job openings:
Underwriting Sr. Consultant, Executive Benefits

Underwriting Sr. Consultant, Executive Benefits

Lincoln Financial

Hartford, CT • On-site, Remote

$96K - $176K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 11 days ago


Lincoln Financial rating

7.5

Company rating: 7.5 out of 10

Based on 68 frontline employees who took The Breakroom Quiz

196th of 261 rated insurance


Job description

Alternate Locations: Work from Home

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #: 76042

The Role at a Glance

We are excited to bring on an Underwriting Sr. Consultant to join our Executive Benefits Team, supporting our Retail Solutions Business in a work from home environment. 

Background Details
We are growing – expanding our customer reach and market share!

As an Underwriting Sr. Consultant for Lincoln's Executive Benefits Team, you will support employer owned life insurance programs focused on executive and employee benefit funding solutions. This role underwrites COLI/BOLI/ICOLI programs while ensuring strong risk selection, regulatory compliance, and institutional underwriting discipline.

 
The ideal candidate brings deep COLI expertise, medical and financial underwriting judgment, and the ability to partner effectively with sales, product, case management, and reinsurance teams.

What you'll be doing
  • Underwrite Guaranteed Issue (GI) and Simplified Issue (SI) COLI cases in accordance with carrier guidelines and program parameters 
  • Analyze lives within executive and broad based COLI/BOLI/ICOLI programs
  • Determine appropriate ratings, underwriting actions, and capacity decisions
  • Review compensation data, employee classifications, and benefit structures
  • Assess financial justification consistent with employer owned life insurance standards
  • Ensure policy face amounts align with program intent and eligibility requirements
  • Underwrite in compliance with IRC §101(j) notice and consent requirements
  • Ensure adherence to carrier COLI governance standards and underwriting guidelines
  • Support internal review committees and large case decision processes
  • Perform medical underwriting as required
  • Apply thorough knowledge of Qualified Purchaser and Accredited Investor definitions to support program eligibility, structure, and regulatory alignment
  • Builds and maintains strong relationships with internal and external partners
What we’re looking for

Must-have experience (required):

  • Bachelor's degree or 4+ years of comparable work experience
  • 5-7+ years of experience in Underwriting Individual Life Insurance 
  • Demonstrated Excellence in:  Problem Solving / Analysis; Comprehension of Complex Information; Influencing Others; Risk Assessment; Demonstrated decision making using sound judgment; Negotiation Skills; Managing Conflict
  • Developed Skills in analyzing and interpreting complex financial documents including profit/loss statements, income statements, and balance sheets
  • Strong Written and Verbal Communication skills
  • Intermediate in: Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • A demonstrated track record of working with minimal supervision, being a self-starter and working with others in a team environment

Nice-to-have experience (preferred):  

  • Industry Exams –  LOMA encouraged

What you will Learn, Do, Become:

  • Build Financial Acumen skills on Complex Financial Topics
  • Become a Subject Matter Expert in an area of industry interest
  • Learn to deepen Innovative Skills
  • Participated in Agency/Customer Visits
  • Opportunities to Learn, Grow, Promote
Application Deadline

Applications for this position will be accepted through June 30, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

The pay range for this position is $96,900 - $176,200 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


What Lincoln Financial employees say

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About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905