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Financial Planner Jobs in Springfield, MA (NOW HIRING)

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Financial Advisor

Springfield, MA · On-site

$61 - $250/hr

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

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UNAVAILABLE

Financial Advisor

Hartford, CT · On-site

$61 - $250/hr

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

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Financial Planner information

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$50.3K

$96.3K

$139K

How much do financial planner jobs pay per year?

As of Sep 2, 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 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.

What skills and qualifications are needed to be a financial planner?

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 challenges do financial planners face when building a client base, and how can they be 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.

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.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
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:

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For Financial Planner jobs in Springfield, MA, the most frequently searched job titles are:

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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 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 $96,343 per year, or $46.3 per hour.

Associate Financial Planner

Grenier Financial Services

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted yesterday

New

Job description

About Us

We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is eager to learn, grow, and contribute meaningfully to client relationships and planning work.
This role is ideal for someone early in their financial planning career. Someone who has completed (or is close to completing) CFP® coursework, is working toward their Series 7, and is ready to gain hands-on experience under the mentorship of a seasoned advisor.
Position Summary

The Associate Financial Planner will support the firm’s principal advisor in all aspects of financial planning, client service, and operational workflow. This role includes sitting in on client meetings, preparing planning analyses, managing follow-up tasks, coordinating with attorneys and CPAs, and helping ensure a smooth, high-quality client experience.
This is an on-site, professional role with structured mentorship, clear growth pathways, and the opportunity to build toward becoming a full Financial Advisor.
Who We Are

Our firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers; it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust.
We’re looking for someone who shares these values and sees financial planning as a meaningful partnership.  Someone who is ready to learn, contribute, and grow.
Key Responsibilities

Client Support & Meeting Participation

  • Attend client meetings with the principal advisor
  • Capture notes, prepare follow-up tasks, and manage post-meeting communication
  • Support clients through major financial transitions (retirement, education planning, career changes)
  • Maintain a warm, professional presence that reflects firm values
Financial Planning & Analysis

  • Gather and organize client financial data
  • Prepare financial planning analyses (retirement projections, cash flow, risk assessments, asset allocation reviews)
  • Assist in developing comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
  • Update plans based on life changes, market conditions, or regulatory updates
Investment & Portfolio Support

  • Assist with portfolio reviews, performance reporting, and allocation updates
  • Support research and due diligence efforts
  • Ensure client portfolios align with firm philosophy and risk tolerance
Coordination with External Professionals

  • Communicate with attorneys regarding estate planning documents
  • Follow up with CPAs on tax returns, tax planning items, and required documentation
  • Support clients in navigating multi-professional financial decisions
Operational & Administrative Support

  • Maintain accurate, compliant client records
  • Assist with onboarding, documentation, and workflow management
  • Support process improvement and operational efficiency
How We Work

We are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our associates listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism.
This role is designed for someone who wants to grow; someone who is ready to learn from a seasoned advisor, build confidence, and eventually step into a full advisory role.
Qualifications

Required

  • Completion of CFP® curriculum (or in final semester of coursework)
  • Actively pursuing Series 7 (or willingness to begin immediately)
  • Strong analytical and communication skills
  • Professional client-facing experience (internships included)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Ability to maintain confidentiality and attention to detail
  • Ability to work on-site in Springfield, MA
Preferred

  • Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Internship or entry-level experience in financial planning, wealth management, or advisory services
  • State health, life, disability, and variable annuity licenses
  • Bachelor’s degree in finance, business, economics, or related field
Compensation & Benefits

  • Salary: $50,000–$60,000 
  • 401(k) plan
  • Paid time off and holidays
  • Professional development, mentorship, and career advancement opportunities
  • Collaborative, supportive work environment
  • Half-day Fridays in the summer (remote)
Schedule & Location

  • Full-time, on-site
  • Springfield, MA
  • Monday–Friday, 9:00 AM–5:00 PM
  • Business professional dress code
How to Apply

Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
Joining our team is a mutual investment. We are committed to supporting your growth, encouraging continuous learning, and providing opportunities for increased responsibility as you demonstrate initiative and alignment with our mission.
If you are someone who values meaningful client relationships, thoughtful planning, and a collaborative environment — we would love to meet you.