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Personal Financial Manager Jobs in Springfield, MA

Windsor Federal Bank

Personal Banker I

Granby, CT

$19.75 - $24/hr

The Personal Banker I performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer. The Personal Banker I is responsible ...

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Personal Financial Manager information

See Springfield, MA salary details

$24.9K

$97.8K

$170.4K

How much do personal financial manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for personal financial manager in Springfield, MA is $97,760.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $112,100.00 per year, depending on experience, location, and employer.

What is a personal financial manager?

A Personal Financial Manager is a professional who helps individuals and families manage their finances, create budgets, plan for retirement, and make informed financial decisions. They assess a client's financial situation, set achievable financial goals, and develop strategies for saving, investing, and debt management. Personal Financial Managers may also advise on tax planning, insurance needs, and estate planning, offering tailored advice to help clients achieve financial security and growth.

What does a personal financial manager do?

Personal Financial Managers work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They conduct in-depth assessments, gather relevant financial documents, and facilitate open discussions to identify short- and long-term objectives. Collaboration is ongoing, with regular meetings to review progress, update plans based on life changes, and adjust investment strategies or budgeting as needed. This client-focused approach ensures that financial plans remain personalized and effective over time.

What are the key skills and qualifications needed to thrive as a personal financial manager?

To thrive as a Personal Financial Manager, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a degree in finance or accounting and relevant certifications like CFP or CPA. Familiarity with financial planning software, portfolio management systems, and tax preparation tools is typically required. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top performers apart. These skills ensure you can build strong client relationships, develop effective financial plans, and help clients achieve their financial goals.

What is the difference between Personal Financial Manager vs Financial Advisor?

AspectPersonal Financial ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate clients, wealth management firmsFinancial institutions, independent practice
Employer & IndustryWealth management firms, banks, private clientsFinancial planning firms, banks, investment firms

Both roles involve financial planning and client advising, but Personal Financial Managers typically handle comprehensive wealth management for high-net-worth individuals, while Financial Advisors may serve a broader client base with a focus on investment and retirement planning. The roles often overlap, but the scope and client profile can differ.

What are popular job titles related to Personal Financial Manager jobs in Springfield, MA?

For Personal Financial Manager jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Personal Financial Manager jobs in Springfield, MA look for?

The top searched job categories for Personal Financial Manager jobs in Springfield, MA are:

Personal Financial Manager jobs near you

Lia Honda Northampton - Automotive Finance Manager

Northampton, MA • On-site

The Lia Group
Motor Vehicle Manufacturing • 1 - 5K employees
Learn more about The Lia Groupexternal

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Lia Honda Northampton is seeking an experienced Finance Manager to join our team.

COMPENSATION RANGE: $125k-$200k based on experience

SIGN ON BONUS: N/A

REQUIREMENTS:
  • College degree preferred or equivalent experience
  • One year of automotive finance experience required
  • Three years automotive or Finance Sales experience
  • Knowledge of dealership finance and insurance procedures
  • Professional personal appearance & excellent communication skills
  • Basic MS Office knowledge; computer software and internet proficiency
  • Excellent verbal/written communication & strong negotiation and presentation skills
  • Must possess the ability to "close"
  • Must possess the ability to ask for the sale and follow through
  • Clean and valid driver’s license
KEY RESPONSIBILITIES:
  • Proficient at structuring deals for maximum profitability and collectables
  • Fully proficient with title laws and registration process
  • Maintains proficiency and certifications as required for the position
  • Automotive Finance Manager / Automotive F&I Manager accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
  • Insures all deals are fully compliant with local, state and federal guidelines
  • Prepares paperwork, contracts and delivers deals
  • Prepares and mails all deal packages with complete and proper documentation to lenders or follows any other process that may be in place in their respective department
  • Accurately audits team deals Post-Sale
  • Insures the expeditious funding of all contracts
BENEFITS:
  • Medical, Dental and Vision
  • Employer funded Life Insurance Plan
  • 401K Plan with Employer Match
  • Paid Time Off
  • Paid Weekly
  • Discounts on services and parts
  • Employee vehicle purchase plans
  • Competitive compensation plan
ABOUT US:

The Lia Auto Group is one of the top 100 automotive groups in the country, established in 1977 by Bill Lia Sr. The group consists of 21 dealerships throughout New York, Connecticut, and Massachusetts, offering a variety of manufacturers including Honda, Toyota, Hyundai, Nissan, Infiniti, Volkswagen, and Chrysler Jeep Dodge Ram (CJDR). Lia also provides rental and full-body repair services at the Lia Collision Center in Colonie, NY.

The Lia Group Companies has since grown to include Vent Fitness, Lia Insurance Agency, BurgerFi, and various commercial properties including Hamilton Square shopping center in Guilderland, NY. Our team of over 1,500 dedicated staff members have delivered quality products and exceptional consumer experiences for over 40 years.

With a long history of success and continuous expansion, the Lia Auto Group provides ample opportunity for development and growth to current and future employees. We offer competitive wages, generous benefits, and a rewarding, safety-conscious work environment. We seek those who can help us take our growth and service to the next level.

COMMUNITY:

We are heavily involved in supporting the communities we live in and work in and look for people to join us in volunteerism and fundraising efforts for many local charities and non-profit organizations.

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