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Financial Planner Jobs in Springfield, MA (NOW HIRING)

Ameriprise Financial

Financial Advisor

Glastonbury, CT · On-site

Retirement planning (including 401(k) strategies) * Investment portfolio management * Family wealth planning * Full-service financial guidance We operate as a relationship-driven, full-service firm ...

Ameriprise Financial

Financial Advisor

Glastonbury, CT · On-site

Retirement planning (including 401(k) strategies) * Investment portfolio management * Family wealth planning * Full-service financial guidance We operate as a relationship-driven, full-service firm ...

The Vermont Agency

Financial Consultant

Hartford, CT · On-site

Responsibilities • Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way. • Develop personalized financial strategies that align with ...

The Vermont Agency

Financial Consultant

Hartford, CT · On-site

$75K/yr

Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way. * Develop personalized financial strategies that align with clients' unique goals ...

CVS Health

Lead Director, FP&A

Hartford, CT · On-site

$100K - $231K/yr

Position Summary We have an exciting opportunity in Shared Services FP&A for a Lead Director role. The successful candidate will help lead the development and execution of the financial planning ...

FLEXcon Company

Principal Supply Planner

Spencer, MA

$89K - $148K/yr

The Principal Supply Planner is responsible for developing, managing, and continuously improving ... Engineering, Finance, Economics, Mathematics, or related field preferred • ASCM/APICS ...

CVS Health

Senior Analyst, FP&A - DDAT

Hartford, CT · On-site

$46K - $112K/yr

As Senior Analyst, FP&A - DDAT, this role will report to the Lead Director, DDAT Finance, supporting the PCW segment. The successful candidate will be responsible for consolidating and reporting ...

Karl Storz GmbH & Co. KG

Sr. Financial Analyst

Charlton, MA · On-site

$91K - $113K/yr

As a Senior Financial Analyst - Operations FP&A Business Partner , you will sit at the intersection of finance and operations, directly supporting manufacturing and supply chain leaders. You'll ...

Karl Storz GmbH & Co. KG

Sr. Financial Analyst

Charlton, MA · On-site

$91K - $113K/yr

As a Senior Financial Analyst - Operations FP&A Business Partner , you will sit at the intersection of finance and operations, directly supporting manufacturing and supply chain leaders. You'll ...

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Showing results 41-60

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 Aug 13, 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 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 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 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 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.
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, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $96,343 per year, or $46.3 per hour.

Financial Consultant - West Hartford, CT

Fidelity Investments

West Hartford, CT • On-site

Full-time

Posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility andsupportthus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The ExpertiseWe'reLooking For

  • Previoussuccess in building relationships, uncoveringneedsand recommending solutions

  • FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon hire

  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

  • Ability to thoughtfully introduce your clients to different investment strategies and bring togetheradditionalclient assets while engaging in positive, client-centered discussions

  • Being coachable, collaborative, and curious are your "go to" attributes

  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive

  • Motivated by results and finding solutions, you take initiative and exceed customer expectations

  • Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to helpyouand your family strike the right balance.We offer training in-branch, regionally, nationally, andvirtually tohelp you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

  • Your integrity, insights, interpersonal skills, and meticulous planningallowsyou to mentor and support your customers as they look to reach their retirement goals

  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future

  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills

  • You have a steadfast commitment to your clients while making a positive impact in the community

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

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