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Personal Financial Manager Jobs in Springfield, MA

Compass Group

SR SYSTEM FINANCIAL ANALYST

Hartford, CT

$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 ...

UniFirst

Outside Sales Representative

Springfield, MA · On-site

$50K - $120K/yr

Maintain and update CRM with accurate client information and activity * Meet or exceed monthly and ... UniFirst Recruiters and/or representatives will not ask job seekers to provide personal financial ...

UniFirst

Entry Level Sales Representative

Springfield, MA · On-site

$50K - $120K/yr

Maintain and update CRM with accurate client information and activity * Meet or exceed monthly and ... UniFirst Recruiters and/or representatives will not ask job seekers to provide personal financial ...

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Showing results 41-60

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 Aug 9, 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 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 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 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 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 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

Financial Technology Lead - (Hybrid - Manchester, CT)

Bob's Discount Furniture

Manchester, CT • On-site

$89K - $117K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Bob's Discount Furniture rating

7.5

Company rating: 7.5 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

16th of 62 rated furniture retailers

Job description

Bob's Discount Furniture is seeking a Financial Technology Lead to serve as a strategic partner to our Finance organization by driving technology adoption, AI innovation, and Treasury forecasting. This role combines financial expertise with emerging technologies to improve business processes, increase operational efficiency, and deliver data-driven insights that support strategic decision-making.
Reporting to the Vice President of Treasury, you'll collaborate with Finance, IT, Learning & Development, and enterprise leaders to identify opportunities for automation, enhance financial reporting, and champion technology solutions that create measurable business value.
Work Environment: Hybrid role with an expectation of working from the Corporate Office 1-2 days per week.
What You'll Bring to Bob's
At Bob's Discount Furniture, we value the unique skills and experiences every candidate brings. Whether your background is rooted in Finance, Treasury, Financial Systems, Business Intelligence, or Technology Enablement, we're looking for someone who enjoys solving business challenges through innovation, collaboration, and continuous improvement.
Key Skills for Success
Core Competencies & Expertise
  • AI adoption, enablement, and business transformation
  • Microsoft Copilot, Microsoft 365, Power Automate, Power BI, and emerging enterprise technologies
  • Financial modeling, forecasting, and liquidity planning
  • Treasury operations and cash flow forecasting
  • Data analytics, visualization, and business reporting
  • Process improvement and workflow optimization
  • Technology roadmap development and project prioritization
  • Cross-functional collaboration with Finance, IT, and business leaders
  • Business process documentation and change management
  • Financial analysis and interpretation of operational performance
  • Advanced Microsoft Excel and financial modeling
  • Presentation development and executive communication

Preferred Competencies & Skills
  • Intellectual curiosity and passion for emerging technologies
  • Ability to translate technical capabilities into practical business solutions
  • Strong analytical and problem-solving skills
  • Ability to influence stakeholders without direct authority
  • Experience working in fast-paced, evolving environments
  • Excellent written and verbal communication skills
  • Strong organizational and project management abilities
  • Retail or consumer-facing business experience
  • Continuous learning mindset with a passion for AI innovation
  • Ability to synthesize large amounts of data into actionable recommendations

Who We Are
At Bob's, we have fun, we love what we do, and we're growing fast! As one of the nation's leading omni-channel furniture retailers, we're committed to creating an inclusive workplace where innovation, curiosity, and diverse perspectives help drive our continued success.
How We Will Support Your Success
We know you have many choices when it comes to your career. At Bob's, we invest in your professional growth, well-being, and long-term success.
Benefits & Perks
  • Competitive Medical, Dental, and Vision Insurance
  • Generous paid time off, including vacation, personal days, sick leave, holidays, and your birthday
  • 401(k) Profit Sharing Plan with generous company match
  • Employer-paid Life Insurance with optional supplemental coverage
  • Pet Insurance
  • Tuition reimbursement and continuous learning opportunities
  • Employee discount beginning on Day 1
  • Additional employee discount programs
  • And so much more!

Our Culture & Core Values
Our values-Honesty, Integrity, Transparency, Community, Safety, Diversity, Accountability, and Fun-guide every decision we make. We foster a collaborative culture where innovation is encouraged, ideas are valued, and continuous improvement is part of how we work every day.
Minimum Qualifications
  • Bachelor's degree in Business, Finance, Economics, Engineering, Information Systems, or a related field (or equivalent combination of education and experience)
  • Experience supporting Finance, Treasury, Financial Systems, or Business Intelligence functions
  • Demonstrated experience leveraging technology to improve business processes
  • Experience developing financial models, forecasting, and analyzing business performance
  • Working knowledge of Microsoft Copilot, Microsoft 365, Power BI, Power Automate, or similar enterprise technologies
  • Strong analytical, financial modeling, and data interpretation skills
  • Ability to build relationships and collaborate effectively across multiple business functions
  • Strong written, verbal, and presentation skills

Physical Demands
  • Ability to work in a standard office environment.
  • Ability to remain stationary for extended periods while working on a computer.
  • Occasional travel to stores and regional meetings as business needs require.

Diversity is a Core Value at Bob's
At Bob's Discount Furniture, we want you to feel at home. Whether you're shopping with us or part of the Bob's team, you'll be valued, appreciated, and free to be yourself.
We are committed to creating a workplace as diverse as the communities we serve. Bob's Discount Furniture is an equal opportunity employer and considers all qualified applicants without regard to any protected status under applicable federal, state, or local law.
Expected Base Pay Not Including Potential Commissions, Incentive, Bonus, etc. Opportunities:
$110, 000 - $135,000
It is policy of Bob's Discount Furniture, Inc., to provide equal employment opportunity to all employees and applicants for employment. No person shall be discriminated against or harassed because of race, religion, color, sex, age, national origin, disability, pregnancy, citizenship, veteran or military status, or any other protected status in accordance with federal, state or local law.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact talentacquistionteam@mybobs.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

What Bob's Discount Furniture employees say

Pay

Benefits

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Workplace

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About Bob's Discount Furniture

Sourced by ZipRecruiter

Bob's Discount Furniture is a retail furniture chain known for offering affordable and value-oriented furniture and home decor. Founded in 1991 by Bob Kaufman, the company has grown to become one of the largest furniture retailers in the United States. Bob's Discount Furniture aims to provide customers with a wide selection of quality furniture at discounted prices. Their product range includes living room furniture, bedroom sets, dining room sets, mattresses, and various home accessories. They offer a mix of styles, from contemporary to traditional, to cater to different tastes and preferences. The company operates a network of stores across several states, primarily in the northeastern and mid-Atlantic regions of the United States. Additionally, they have an online presence, allowing customers to browse and purchase furniture conveniently from their website.

Industry

Retail

Company size

1,001 - 5,000 Employees

Headquarters location

Manchester, CT, US

Year founded

1991

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