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Financial Planner Jobs in Springfield, MA (NOW HIRING)

DataAnnotation

Financial Planner - AI Trainer

Hartford, CT · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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 ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Springfield, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Hartford, CT

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Springfield, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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 ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Hartford, CT

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Springfield, MA

Financial Planner information

See Springfield, MA salary details

$50.3K

$96.3K

$139K

How much do financial planner jobs pay per year?

As of Jun 29, 2026, the average yearly pay for financial planner in Springfield, MA is $96,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $101,600.00 per year, depending on experience, location, and employer.

What qualifications are needed to be a financial planner?

To become a financial planner, individuals typically need a bachelor's degree in finance, accounting, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) designation are highly valued and often required by employers, along with relevant experience and strong interpersonal skills.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different client needs, and the better choice depends on the specific financial services required.

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

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

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

A financial planner typically recommends clients have at least $50,000 to $100,000 in investable assets to work effectively with an advisor, though some firms may accept lower amounts. With $200,000, you generally have sufficient assets to benefit from professional financial planning, including investment management and retirement strategies. The specific services and fees depend on the advisor's fee structure and your financial goals.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes, often exceeding six figures. Income can also include commissions and fees for services provided.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Springfield, MA? The most popular types of Financial Planner jobs in Springfield, MA are:
What are popular job titles related to Financial Planner jobs in Springfield, MA? For Financial Planner jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Springfield, MA look for? The top searched job categories for Financial Planner jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Financial Planner jobs? Cities near Springfield, MA with the most Financial Planner job openings:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Springfield, MA as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $96,343 per year, or $46.3 per hour.
Financial Planner - AI Trainer

Financial Planner - AI Trainer

DataAnnotation

Springfield, MA • Remote

$50 - $60/hr

Contractor

Posted 14 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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