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Personal Financial Manager Jobs in Springfield, MA

Parksite

Operations Supervisor

South Windsor, CT · On-site

$75K - $80K/yr

... management, and continuous process improvement. If you're a results-driven leader who thrives in a ... Your leadership drives both team success and personal financial growth Competitive Leadership ...

Compass Group

SR SYSTEM FINANCIAL ANALYST

Hartford, CT · On-site

$86K - $107K/yr

Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly ... Ability to competently use a personal computer * Ability to define problems, collect data ...

Compass Group

SR SYSTEM FINANCIAL ANALYST

Hartford, CT · On-site

$86K - $107K/yr

Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly ... Ability to competently use a personal computer * Ability to define problems, collect data ...

Compass Group

SR SYSTEM FINANCIAL ANALYST

Hartford, CT · On-site

$86K - $107K/yr

Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly ... Ability to competently use a personal computer * Ability to define problems, collect data ...

Wells Fargo

Personal Banker Bloomfield

Bloomfield, CT

$19.25 - $23.50/hr

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this ... help them manage their finances with confidence. You will support account openings, service ...

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All JobsPersonal Financial JobsPersonal Financial Manager JobsPersonal Financial Manager Jobs in Springfield, MA

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 14, 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

Operations Supervisor

South Windsor, CT • On-site

Parksite
Construction Materials Wholesalers • 501 - 1,000 employees
Learn more about Parksiteexternal

$75K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Key responsibilities

  • Oversee all distribution center operations, including receiving, picking, loading, shipping, will-call, and customer service

  • Identify and implement process improvements to increase efficiency, accuracy, and space utilization

  • Recruit, train, coach, and develop warehouse staff while conducting performance evaluations and ongoing feedback

Job description

Operations Supervisor

Lead Our Distribution Operations to ExcellencePosition Overview

Parksite and Atlantic Plywood Corporation, a 100% employee-owned company, are seeking an experienced and dynamic Operations Supervisor to lead our distribution center operations. This critical leadership role combines strategic thinking with hands-on operational expertise, overseeing daily warehouse activities, team development, supply chain management, and continuous process improvement. If you're a results-driven leader who thrives in a fast-paced environment and is passionate about building high-performing teams, this is your opportunity to make a significant impact on our growing organization.

 Why Join Our Leadership Team?

Lead in an Employee-Owned Company

  • Make strategic decisions that directly impact company success
  • Build and develop your own team in a growing organization
  • Real ownership through our Employee Stock Ownership Plan (ESOP)
  • Your leadership drives both team success and personal financial growth

Competitive Leadership Compensation & Benefits

  • Salaried position with competitive compensation
  • 401(k) Program with company match
  • Company-Paid Life Insurance
  • Short- and Long-Term Disability Insurance
  • Comprehensive Health Benefits – Medical, Dental, Vision, and Flexible Spending Plans
  • Paid Holidays
  • Generous Paid Time Off (PTO)
  • Performance-based incentives tied to operational excellence
  • Bonus opportunities for achieving safety, efficiency, and team development goals

Professional Growth & Development

  • Partner with senior logistics managers to develop strategic initiatives
  • Exposure to advanced warehouse management systems and technologies
  • Leadership training and professional development opportunities
  • Clear pathway to Logistics Manager and Operations Director roles
  • Continuous learning in Six Sigma and process improvement methodologies
What You'll Do

As Operations Supervisor, you'll be the driving force behind our daily distribution operations, leading teams to achieve operational excellence while developing future leaders.

Operational Leadership:

Daily Distribution Management

  • Oversee all distribution center operations, including receiving, picking, loading, shipping, will-call, and customer service
  • Ensure efficient workflows, process adherence, accurate inventory control, and optimized productivity metrics
  • Coordinate daily operations with drivers, warehouse associates, and cross-functional teams to ensure on-time, accurate delivery

Process Excellence & Continuous Improvement

  • Identify and implement process improvements to increase efficiency, accuracy, and space utilization
  • Lead continuous improvement initiatives using Six Sigma or similar methodologies
  • Monitor KPIs, analyze performance gaps, and execute corrective action plans
Team Leadership & Development:

Talent Management & People Development

  • Recruit, train, coach, and develop warehouse staff while conducting performance evaluations and ongoing feedback
  • Establish clear performance standards, accountability, and training programs
  • Authority to recommend and implement disciplinary actions in partnership with Human Resources.
  • Foster a culture of safety, accountability, and excellence while recognizing high performers and addressing issues promptly
Strategic Planning & Budget Management:

Financial & Business Acumen

  • Assist in annual budget development and manage operational expenses
  • Analyze operational data to support strategic decision-making and understand P&L impact
  • Identify cost-saving opportunities without compromising service or quality
Customer Service & Relationship Management:

Internal & External Stakeholder Engagement

  • Partner with customers, sales teams, vendors, and internal departments to ensure satisfaction and on-time delivery
  • Resolve customer issues professionally and represent the distribution center in cross-functional initiatives
Technology & Systems Management:

Leverage Technology for Operational Excellence

  • Utilize ERP, WMS, routing, and voice-picking systems to manage inventory, orders, and reporting
  • Analyze data and generate reports to identify trends and operational improvements
Safety & Compliance:

Environmental Health & Safety Excellence

  • Ensure OSHA, hazmat, and company safety compliance while promoting a zero-incident culture
  • Conduct safety inspections, incident investigations, and corrective action implementation
  • Enforce PPE usage and lead safety initiatives by example
Fleet & Equipment Management:

Asset Management & Maintenance

  • Oversee fleet operations, vehicle maintenance, forklifts, and warehouse equipment
  • Manage preventive maintenance schedules and ensure efficient equipment utilization
What You BringRequired Qualifications:

Experience & Education

  • Minimum 3 years of logistics or distribution management experience
  • Associate's degree or equivalent combination of education and relevant work experience
  • Proven track record of leading teams in a warehouse or distribution environment
  • Demonstrated success in achieving operational goals and driving results

Leadership Competencies

  • Strong leadership skills with the ability to inspire, motivate, and develop teams
  • Change agent mindset with the ability to drive process improvements
  • Relationship-building expertise at all organizational levels
  • Lives Integrity – acts with honesty and builds trust
  • Inspires Achievement – motivates others to excel
  • Delivers Results – consistently meets and exceeds goals
  • Excels in Customer Service – puts customers first
  • Drives Excellence – pursues continuous improvement
  • Creates Inclusion – builds diverse, collaborative teams

Essential Skills

  • Excellent verbal and written communication skills at all levels of the organization
  • Strong business acumen with the ability to understand strategy and convert to tactical execution
  • Effective listening skills and ability to provide clear, concise direction
  • Project management capabilities with the ability to manage multiple priorities
  • Financial acumen and budget management experience
  • Strong problem-solving and decision-making abilities
  • Proficiency with computer systems, including Microsoft Office Suite

Technical Requirements

  • Forklift certification (sit-down, cherry picker, reach truck)
  • Experience with ERP systems (e.g., Infor, SAP, or similar)
  • Familiarity with Warehouse Management Systems (WMS)
  • Understanding of inventory management principles

Physical Requirements & Work Environment

  • Ability to work in a warehouse environment with varying temperatures
  • Capable of standing, walking, and being on the warehouse floor for extended periods
  • Ability to occasionally lift up to 50 lbs.
  • Willingness to work flexible hours, including occasional early mornings, late evenings, and weekends as operational needs require
Preferred Qualifications:

Advanced Experience & Skills

  • Route building/optimization software experience (e.g., Roadnet, Paragon)
  • Previous fleet management experience with DOT compliance knowledge
  • Exposure to Six Sigma, Lean, or other process improvement methodologies
  • Voice-picking technology implementation or management experience
  • Bilingual capabilities (English/Spanish) to effectively communicate with diverse teams
  • Bachelor’s degree in supply chain management, Logistics, Business Administration, or related field
  • Experience in building materials, lumber, or the wholesale distribution industry
  • APICS or other supply chain certifications (CSCP, CLTD)
  • Experience with change management and leading organizational transformations