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Financial Jobs in Worcester, MA (NOW HIRING)

Financial Service Professional

Waltham, MA · On-site

$25.50 - $42.49/hr

Job Overview As a Financial Service Professional you will be providing support to LPL's advisors and their support staff through phone and email inquiries. These inquires can range from something as ...

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Financial Controller

Wellesley, MA · Hybrid

$120K - $130K/yr

Play a visible leadership role and serve as a trusted financial partner to executive leadership * Enjoy a collaborative, welcoming culture where every team member is valued * Opportunity to make a ...

Financial Analyst

Framingham, MA · On-site

$100K - $120K/yr

We are looking for a financially savvy analyst to help guide key decisions across global manufacturing and distribution operations in Framingham, Massachusetts. This position works closely with ...

Financial Consultant 7 Months Westborough, MA Skills / & Requirements Qualifications: REQUIRED QUALIFICATIONS: * Bachelor's degree in Finance or Accounting or equivalent work experience. * Minimum of ...

Financial Controller

Wellesley, MA · Hybrid

$120K - $130K/yr

Play a visible leadership role and serve as a trusted financial partner to executive leadership * Enjoy a collaborative, welcoming culture where every team member is valued * Opportunity to make a ...

The Financial Analyst will support the core FP&A team by assisting with key weekly, monthly, and quarterly financial deliverables. This role partners closely with FP&A Managers to support forecasting ...

No remote option Located in Jersey City, NJ Financial Associate/Staff AccountantWho we are Lotto.com Inc. is a New Jersey based start-up, aiming to change the way lottery is played. We built the best ...

Financial Analyst

North Brookfield, MA · On-site

$60K - $80K/yr

We are looking for a Financial Analyst to join our North America Finance team in North Brookfield, MA. Reporting to the Senior Financial Analyst, this role will be responsible for developing and ...

Financial Analyst

North Brookfield, MA · On-site

$60K - $80K/yr

We are looking for a Financial Analyst to join our North America Finance team in North Brookfield, MA. Reporting to the Senior Financial Analyst, this role will be responsible for developing and ...

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Financial Analyst

Westborough, MA · On-site

$62K - $83K/yr

The Financial Analyst will support the core FP&A team by assisting with key weekly, monthly, and quarterly financial deliverables. This role partners closely with FP&A Managers to support forecasting ...

Financial Accountant, Corporate Accounting Imagine yourself... * Doing meaningful work that makes an everyday impact on the world around you. * Growing your expertise and expanding your skillset with ...

Financial Accountant, Corporate Accounting Imagine yourself... * Doing meaningful work that makes an everyday impacton the world around you. * Growing your expertiseand expanding your skillset with ...

Financial Analyst (FP&A)

Natick, MA · On-site

$82K - $127K/yr

We are seeking a motivated and analytical Financial Analyst to support planning, forecasting, and revenue analysis in a dynamic, evolving environment. This role combines strong analytical execution ...

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Financial Assistant

Weston, MA · On-site

$50 - $150/hr

Spreadsheet software skills with macOS' Numbers, Microsoft Excel, or some equivalent, and the ability to understand, verify, and interpret financial statements (balance sheets, income statements ...

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Financial information

See Worcester, MA salary details

$31.4K

$71.4K

$114.6K

How much do financial jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial in Worcester, MA is $71,369.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $91,700.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall 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.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.

What are the most commonly searched types of Financial jobs in Worcester, MA?

The most popular types of Financial jobs in Worcester, MA are:

What cities near Worcester, MA are hiring for Financial jobs?

Cities near Worcester, MA with the most Financial job openings:

Infographic showing various Financial job openings in Worcester, MA as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 78% In-person, and 22% Hybrid job distribution, with an average salary of $71,369 per year, or $34.3 per hour.

Financial Service Professional

LPL Financial

Waltham, MA • On-site

$25.50 - $42.49/hr

Full-time

Medical, Retirement, PTO

Posted 20 days ago


LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services


Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview
As a Financial Service Professional you will be providing support to LPL's advisors and their support staff through phone and email inquiries. These inquires can range from something as simple as an account balance inquiry to helping resolve unique financial transactions. Our main priority is to create a reliable support system for our Advisors and support staff so they can easily navigate LPL on behalf of their client's and ultimately continue to grow and strengthen their practice. As a frontline representative, the Service Support Professional will have a direct impact on the day-to-day service experience that is provided to our clients.
If you have an entrepreneurial spirit, passion for service excellence, and a desire to excel, this will be a rewarding career for you.
Responsibilities:
  • Research standard and complex issues, set customer expectations, and define the actions necessary to resolve the situation
  • Complete operational tasks including case management, documentation and email correspondence
  • Actively participate in training and remain current with operational policies and procedures
  • Communicate operational and financial industry policies and procedures to advisors and support staff. Accommodate resolution outside of normal procedures when necessary.
  • Utilize Service Empowerments to resolve advisor inquiries
  • Follow escalations procedures and utilize the Linsco Service Delivery Consultant and/or management while maintaining case ownership
  • Identify process/procedure enhancements that drive the business forward by promoting a client-centric focus and present the process improvement ideas to management and the Service Delivery Consultant
  • Assist and/or conduct team huddles and service team reporting
  • Assist with projects to improve the advisor experience and overall team efficiency

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
  • Bachelor's degree from an accredited institution or equivalent education and experience
  • 1+ years in a client-facing, service-oriented role, ideally in a team-based environment

Core Skills
  • Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
  • Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously
  • Curiosity coupled with a desire for continuous learning.
  • Customer focus
  • Communication skills
  • Work ethic
  • Organized
  • Track record in relationship management and customer satisfaction
  • Ability to work with all levels of clients, management and employees

Preferences
  • Upskilling on: Tax, Cost Basis, Margins and Advisory
  • SIE obtained and/or 2+ years in the Service Center

Locations:
Waltham, MA
  • The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.

Pay Range:
$25.50-$42.49/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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