This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through ...
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through ...
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...
Financial Education Specialist
Hartford, CT · On-site +1
$40K - $85K/yr
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through ...
Financial Education Specialist
Hartford, CT · On-site +1
$40K - $85K/yr
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through ...
Financial Programs Specialist
Hartford, CT · On-site +1
$40K - $85K/yr
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...
Financial Programs Specialist
Hartford, CT · On-site +1
$40K - $85K/yr
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an ...
Quick apply
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an ...
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an ...
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an ...
Lead Financial Analyst
Hartford, CT · On-site
$89.17K - $148.65K/yr
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
Lead Financial Analyst
Hartford, CT · On-site
$89.17K - $148.65K/yr
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an ...
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an ...
Financial Education Specialist (Remote)
Hartford, CT · Remote
$40K - $85K/yr
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through ...
Quick apply
Financial Education Specialist (Remote)
Hartford, CT · Remote
$40K - $85K/yr
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through ...
Financial Programs Specialist (Remote)
Hartford, CT · Remote
$40K - $85K/yr
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...
Quick apply
Financial Programs Specialist (Remote)
Hartford, CT · Remote
$40K - $85K/yr
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Quick apply
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Financial Development Specialist - Connecticut
Hartford, CT · On-site +1
$40K - $85K/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
Financial Development Specialist - Connecticut
Hartford, CT · On-site +1
$40K - $85K/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
Financial Advisor
Holyoke, MA · Remote
$55K - $130K/yr
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale--not settle. We deliver a distinctive experience that ...
Quick apply
Financial Advisor
Holyoke, MA · Remote
$55K - $130K/yr
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale--not settle. We deliver a distinctive experience that ...
Financial Services Specialist - Connecticut
Hartford, CT · On-site +1
$40K - $85K/yr
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on ...
Financial Services Specialist - Connecticut
Hartford, CT · On-site +1
$40K - $85K/yr
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on ...
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on ...
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on ...
Financial Development Specialist Connecticut (Remote)
Hartford, CT · Remote
$40K - $85K/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
Quick apply
Financial Development Specialist Connecticut (Remote)
Hartford, CT · Remote
$40K - $85K/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
Financial Services Specialist Connecticut (Remote)
Hartford, CT · Remote
$40K - $85K/yr
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on ...
Quick apply
Financial Services Specialist Connecticut (Remote)
Hartford, CT · Remote
$40K - $85K/yr
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on ...
Financial information
See Springfield, MA salary details
$31.4K - $39K
6% of jobs
$44.5K is the 25th percentile. Wages below this are outliers.
$39K - $46.5K
25% of jobs
$46.5K - $54.1K
13% of jobs
The median wage is $61K / yr.
$54.1K - $61.6K
6% of jobs
$61.6K - $69.2K
4% of jobs
$69.2K - $76.8K
12% of jobs
$76.8K - $84.3K
6% of jobs
$87.2K is the 75th percentile. Wages above this are outliers.
$84.3K - $91.9K
6% of jobs
$91.9K - $99.5K
8% of jobs
$99.5K - $107K
7% of jobs
$107K - $114.6K
5% of jobs
$31.4K
$71.4K
$114.6K
How much do financial jobs pay per year?
What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?
What are some common challenges faced by professionals in financial roles, and how can they be addressed?
What are financial professionals?
What is the difference between Financial vs Bookkeeper?
| Aspect | Financial | Bookkeeper |
|---|---|---|
| Certifications | Often requires CPA, CFA, or similar | Typically no formal certifications required |
| Work Environment | Corporate finance departments, accounting firms | Small businesses, accounting offices |
| Primary Responsibilities | Financial analysis, planning, reporting | Recording transactions, maintaining ledgers |
| Employer & Industry Usage | Finance departments, investment firms | Small to medium businesses, accounting services |
Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.
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Part-time
Posted 18 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.