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Financial Planner Jobs in Springfield, MA (NOW HIRING)

Deloitte

FP&A Advise Senior Consultant

Hartford, CT · On-site

$117K/yr

As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed ...

Trinityhealth

Sr. Financial Analyst

Hartford, CT · On-site

$86K - $107K/yr

Trinity Health Of New England Medical Group (THOfNE) is seeking a Financial Planning Analyst to support business planning, forecasting, strategic initiatives, and financial analysis across the ...

New

Trinity Health

Sr. Financial Analyst

Hartford, CT · On-site

$86K - $107K/yr

Trinity Health Of New England Medical Group (THOfNE) is seeking a Financial Planning Analyst to support business planning, forecasting, strategic initiatives, and financial analysis across the ...

New

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150 - $170/hr

We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique ...

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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 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:

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 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 Education Specialist

All Financial Freedom

Hartford, CT • On-site, Remote

$40K - $85K/yr

Part-time

Re-posted 24 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

    Employment Type: PART_TIME

    Apply