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Financial Planning Assistant Jobs in Springfield, MA

INTERGLOBAL HOMES

Administrative Assistant

Hartford, CT

$18.25 - $24.50/hr

Seeking an Experienced Administrative Assistant support professional for a highly successful Real ... Financial Planning Life Insurance Disability Insurance Long-Term Care Insurance

Baystate Health

Senior Financial Analyst

Springfield, MA · On-site

$85K - $106K/yr

Financial Planning & Analysis * Coordinate the annual operating budget process for assigned ... Physician Compensation Support * Assist with the development, implementation, and financial ...

Baystate Health

Senior Financial Analyst

Springfield, MA · Hybrid

$85K - $106K/yr

Financial Planning & Analysis * Coordinate the annual operating budget process for assigned ... Physician Compensation Support * Assist with the development, implementation, and financial ...

HINCX Hiscox Inc.

Finance Business Partner

Hartford, CT · On-site

$95 - $125/hr

Coordinate annual business/expense planning and quarterly reforecast processes. * Assist with month‑end actuals reporting for senior management, including commentary to provide financial insight.

New

Deloitte

OneStream Consultant

Hartford, CT · On-site

Experience supporting finance transformation, enterprise resource planning, or planning platform ... Use advanced analytical techniques to diagnose issues and develop actionable insights. * Assist ...

ProAmpac

Site Controller (Manufacturing)

Westfield, MA · On-site

$110K - $130K/yr

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of ... * Assist the plant manager in managing inventory working capital and driving continuous ...

ProAmpac

Site Controller (Manufacturing)

Westfield, MA · On-site

$110K - $130K/yr

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of ... * Assist the plant manager in managing inventory working capital and driving continuous ...

ProAmpac

Site Controller (Manufacturing)

Westfield, MA · On-site

$110K - $130K/yr

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of ... * Assist the plant manager in managing inventory working capital and driving continuous ...

Arxis

Manager, Financial Reporting

Bloomfield, CT · On-site

$150K - $175K/yr

... * Assist with maintaining accurate financial records and supporting audit requests as needed ... Utilize ERP systems and financial tools to support reporting and analysis activities * Support ...

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Showing results 21-40

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.

Administrative Assistant

INTERGLOBAL HOMES

Hartford, CT

$18.25 - $24.50/hr

Full-time

Medical, Dental, Vision, Life

Re-posted 16 days ago

Job description

Seeking an Experienced Administrative Assistant support professional for a highly successful Real Estate Team by implementing and continually improving administrative and marketing systems, procedures and policies. Your roles will include but not be limited to executive assistant, client care coordinator, and marketing coordinator. Responsibilities: Self-motivated and accountable Excellent customer service skills Ability to work under pressure Excellent organizational and follow through skills Detail oriented Excellent written and verbal communication skills Multi-task effectively Have reliable vehicle Real Estate Experience A Plus MS Office: Word, Excel, PowerPoint, and Publisher Adobe Acrobat Adobe Photoshop Mac/Windows operating systems.

Required: Be very comfortable with systems and putting systems in place Answer calls Schedule meetings and manage calendars Perform miscellaneous errands Familiar with marketing and social media General printing and scanning of materials Minimum of 2 years experience Please include a Cover Letter as well as the results of your test BENEFITS Medical, Dental and Vision Insurance Financial Planning Life Insurance Disability Insurance Long-Term Care Insurance

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