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Financial Planner Jobs in Springfield, MA (NOW HIRING)

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 ...

Financial Advisor

Hartford, CT · On-site

$61 - $250/hr

Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Springfield, MA · 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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Showing results 21-40

Financial Planner information

See Springfield, MA salary details

$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.

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:

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.

Financial Planning and Analysis Analyst

Trustpoint.One

Hartford, CT • On-site

$38 - $50/hr

Contractor

Posted 21 days ago


Job description

Financial Planning & Analysis Analyst - 6-Month Temporary Assignment
Trustpoint.One is pleased to partner with a leading national law firm in its search for a Financial Planning & Analysis (FP&A) Analyst for a six-month temporary assignment. This is an excellent opportunity for an experienced financial analyst to join a sophisticated law firm environment and support budgeting, financial reporting, pricing, profitability analysis, and other key FP&A initiatives.
Locations: Washington, DC; Hartford, CT; or New York, NY
Schedule: Hybrid - 3 days onsite / 2 days remote
Hours: 35 hours per week, 9:00 AM-5:30 PM
Duration: Approximately 6 months
Pay Rate: $38-$50/hour, commensurate with experience
Reports To: Manager of Financial Planning, Analysis & Pricing
What You'll Do
  • Assist with firm, department, and client/matter budgeting, including monitoring performance, identifying variances, and providing analysis.
  • Support the annual budgeting cycle, including data preparation and consolidation.
  • Perform ad hoc financial analysis related to pricing and profitability of current and prospective clients.
  • Develop financial reports, dashboards, and reporting models that provide insight into firm and client/matter performance.
  • Analyze financial and operational datasets, identify trends, and translate data into meaningful business insights.
  • Support pricing and alternative fee arrangement inquiries from Finance and Operations leadership.
  • Work with legal finance, billing, cost management, and financial analysis systems.
  • Assist in developing streamlined financial processes and customized reporting.
  • Partner with senior Finance team members and department leadership to improve financial models, reporting, and overall efficiency.
What We're Looking For
  • Bachelor's degree in Business, Accounting, Finance, or a related field.
  • 3+ years of relevant financial analysis/FP&A experience.
  • Law firm or other professional services FP&A experience strongly preferred.
  • Experience with Elite, Aderant, or another ERP/time and billing system.
  • Advanced Excel skills are essential.
  • Familiarity with SQL queries and using data to support financial analysis.
  • Strong analytical skills with the ability to interpret data and communicate the story behind the numbers.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to work independently while collaborating effectively within a team and with department leadership.

Candidates must be able to work onsite three days per week in Washington, DC, Hartford, CT, or New York City. Please note that parking is not provided or reimbursed. Background screening and professional references will be required prior to placement.
Key Details
Physical Requirements
• Must be able to perform essential duties satisfactorily with reasonable accommodations
• Work is generally performed sitting, talking, hearing, and typing
• This is a high-volume screen-based role, requiring constant, prolonged computer usage, including but not limited to: reviewing documents, managing visual content, and attending virtual meetings
• Visual acuity required for computer use, data analysis, and extended reading
• Prolonged periods of sitting at a desk and working on a computer
• Frequent use of hands and fingers for typing and document handling
• Occasional standing, walking, bending, and reaching
• Ability to lift and carry items weighing up to 30 pounds
Remote Work & Information Security Requirements
Employees in this role are expected to maintain a work environment that supports the protection of confidential, proprietary, and client-sensitive information, consistent with Company policies and applicable legal and regulatory requirements.
To support these obligations, individuals in this role should be able to:
• Maintain a secure and reliable internet connection capable of supporting required systems and applications
• Utilize company-issued or approved technology, including compliance with required security tools (e.g., VPN, multi-factor authentication, endpoint protection)
• Conduct work in a manner that protects the confidentiality of information, including taking reasonable steps to prevent unauthorized access, viewing, or disclosure of sensitive materials
• Follow all applicable information security, data privacy, and acceptable use policies as communicated by the Company
• Promptly report any suspected security incidents, breaches, or system vulnerabilities in accordance with Company protocols
Workplace Monitoring & Data Use Notice
To protect client and Company systems, data, and confidential information, Trustpoint may implement reasonable administrative, technical, and physical safeguards, which may include monitoring of Company-provided systems, devices, and networks, consistent with applicable law.
In certain roles, individuals may perform work within client-controlled environments, including client systems, platforms, or physical worksites. In such cases, work activities may also be subject to the client's applicable policies, procedures, and monitoring practices.
Trustpoint does not control client monitoring practices but expects that any such practices will be conducted in accordance with applicable laws and contractual obligations. Additional information regarding applicable policies will be provided during the onboarding process or prior to assignment, as appropriate.
Client Specific Requirements Notice
Certain roles may be subject to additional client-specific screening, compliance, or credentialing requirements. Any such requirements will be communicated at the appropriate stage of the hiring process and will be administered in accordance with applicable federal, state, and local laws.
Pay Transparency Notice
Pursuant to applicable law, this position includes a good-faith salary or hourly range at the time of posting. The final compensation offered will be determined based on factors including, but not limited to, relevant experience, skills, education, geographic location, and business needs.
Equal Employment Opportunity Statement
Trustpoint provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type. Employment decisions are made without regard to any protected characteristic under applicable federal, state, or local law.