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Financial Planning Assistant Jobs in Springfield, MA

Continental

FP&A Assistant

Hartford, CT · On-site

Controlling, Analytics & Digitalization * , * - Bachelor's degree - Minimum 1 year of experience in FP&A, Accounting, or a related field - Basic or above level of English - Proficiency in MS Office ...

ERM

Manager, Financial Planning and Analysis

Hartford, CT · On-site

$90K - $110K/yr

Analyze and interpret financial data, communicating key insights to internal stakeholders. * Assist ... Provide ad-hoc FP&A support for North America Partners and Staff. * Build strong working ...

CVS Health

Analyst, FP&A

Hartford, CT

$43K - $93K/yr

... policy - Assist with preparation of reports requested by customers and FP&A leadership - Possess ... good time management skills - Capability to work on multiple tasks simultaneously - Exhibit good ...

The Hartford

Sr Anlst Financial

Hartford, CT · On-site

$83K - $124K/yr

The position serves as a central integration point across FP&A, Reporting & Analytics, Workforce ... to assist with issue resolution and deliverable readiness. * Financial Analysis & Management ...

DataAnnotation

FP&A Manager - AI Trainer

Springfield, MA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Hartford, CT · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Hiscox SA

Finance Business Partner

West Hartford, CT · On-site

$95 - $125/hr

Role Responsibilities Include:** • Support the Head of FP&A and the broader FP&A team to coordinate annual business/expense planning and the quarterly reforecast process • Assist in month actuals ...

New

Deloitte

Oracle Finance Senior Consultant

Hartford, CT · On-site

$117K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... planning. * Assist with current-state and future-state process design, including scenario ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Springfield, MA

Financial Planning Assistant information

See Springfield, MA salary details

$35.4K

$60.4K

$104.1K

How much do financial planning assistant jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial planning assistant in Springfield, MA is $60,405.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,300.00 and $68,300.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Springfield, MA? The most popular types of Financial Planning jobs in Springfield, MA are:
What are popular job titles related to Financial Planning Assistant jobs in Springfield, MA? For Financial Planning Assistant jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Springfield, MA look for? The top searched job categories for Financial Planning Assistant jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Financial Planning Assistant jobs? Cities near Springfield, MA with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant 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, 3% Hybrid, and 8% Remote job distribution, with an average salary of $60,405 per year, or $29 per hour.

FP&A Assistant

Continental

Hartford, CT • On-site

Other

Posted 15 days ago

Job description

Continental is a leading tire manufacturer and industry specialist. Founded in 1871, the company generated sales of 39.7 billion in 2024 and currently employs around 95,000 people in 54 countries and markets.

Tire solutions from the Tires group sector make mobility safer, smarter, and more sustainable. Its premium portfolio encompasses car, truck, bus, two-wheel, and specialty tires as well as smart solutions and services for fleets and tire retailers. Continental has been delivering top performance for more than 150 years and is one of the world's largest tire manufacturers. In fiscal 2024, the Tires group sector generated sales of 13.9 billion euros. Continental's tire division employs more than 57,000 people worldwide and has 20 production and 16 development sites.

One year contract

1. Support monthly forecast and closing

  • Business FC

2. Support sales rebate tracking

  • summary report

3. Support budget preparation

4. Support tax audit

5. Support general administrative in Finance & Controlling team

  • Controlling, Analytics & Digitalization
  • ,

- Bachelor's degree
- Minimum 1 year of experience in FP&A, Accounting, or a related field
- Basic or above level of English
- Proficiency in MS Office including Excel
- Finance background and SAP experience are a plus
- Experience in Power BI or other data visualization tools is a plus

Application form;

Resume template Please use the attached template

, .

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