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Salaried Financial Advisor Jobs in Springfield, MA

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150 - $170/hr

Financial Advisor** to join a collaborative advisory team in Hartford, CT. The ideal candidate is ... In the spirit of pay transparency, we are excited to share that the base salary range for this ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

In the spirit of pay transparency, we are excited to share that the base salary range for this ... Financial Advisor * Meet with client to obtain additional planning information, or to clarify ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT

$150K - $170K/yr

In the spirit of pay transparency, we are excited to share that the base salary range for this ... Financial Advisor * Meet with client to obtain additional planning information, or to clarify ...

Dickerson Group

Financial Advisor

Wethersfield, CT · On-site

$80 - $85/hr

OVERVIEW Financial Advisor - Wealth Services Location: On-Site At Alera Group, our Wealth Services ... Salary range: $80,000 - $85,000 per year Benefits: Alera Group offers comprehensive benefits ...

New

TD Bank

Financial Advisor Manager - Boston, MA

Springfield, MA · On-site

$115.44 - $173.16/hr

... the salary range over time as they progress in their role. The base pay actually offered may vary ... The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial ...

New

Td

Financial Advisor - Hartford, Connecticut

Hartford, CT · On-site

$72K - $108K/yr

... the salary range over time as they progress in their role. The base pay actually offered may vary ... TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for ...

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All JobsSalaried Financial Advisor JobsSalaried Financial Advisor Jobs in Springfield, MA

Salaried Financial Advisor information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

How much do salaried financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for salaried financial advisor in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 per year, depending on experience, location, and employer.

What is a salaried financial advisor?

Salaried financial advisors are professionals who provide financial planning and investment advice to clients while receiving a fixed salary from their employer, rather than earning commissions from product sales. This compensation structure can help reduce potential conflicts of interest, as their income does not depend on selling specific financial products. Salaried financial advisors often work for banks, investment firms, or large financial institutions, and their goal is to provide objective advice tailored to each client's needs.

What does a salaried financial advisor do?

A salaried financial advisor provides wealth management and investment advice to clients. Your duties include helping each client make an investment plan that meets their needs and goals. You may also offer information about tax incentives and insurance options, performing analyses and creating reports using financial software. Financial advisors can recommend equities or funds for a client’s portfolio and typically earn a commission for selling financial and investment products, but salaried advisors receive a base salary and do not rely on commissions. You can, however, receive performance bonuses and other incentives.

What are the key skills and qualifications needed to thrive as a salaried financial advisor, and why are they important?

To thrive as a Salaried Financial Advisor, you need strong analytical skills, financial knowledge, and typically a degree in finance, economics, or a related field, along with relevant certifications such as CFP or CFA. Proficiency with financial planning software, CRM systems, and investment platforms is commonly required. Excellent interpersonal skills, active listening, and the ability to build trust help advisors stand out when guiding clients through financial decisions. These competencies ensure accurate, personalized advice and foster long-term client relationships critical to the role’s success.

What are some common challenges faced by salaried financial advisors when managing a diverse client portfolio?

Salaried financial advisors often manage a wide range of clients with varying financial goals, risk tolerances, and backgrounds. One common challenge is tailoring advice and strategies to meet these diverse needs while adhering to regulatory requirements and firm guidelines. Additionally, balancing time between client meetings, research, and administrative tasks can be demanding. Effective communication and continuous learning are essential to stay updated on market trends and provide clients with relevant, personalized financial guidance.

What is the difference between Salaried Financial Advisor vs Commission-Based Financial Advisor?

AspectSalaried Financial AdvisorCommission-Based Financial Advisor
CompensationFixed salary regardless of salesEarns commissions on products sold
Work EnvironmentTypically employed by firms with steady incomeOften independent or tied to product sales
CredentialsUsually holds CFP or similar certificationsMay hold similar credentials, but focus on sales
Client InteractionAdvises clients with a focus on planningFocuses on product recommendations and sales

In summary, Salaried Financial Advisors receive a consistent salary and focus on comprehensive financial planning, while Commission-Based Financial Advisors earn through sales commissions, often emphasizing product sales. Both roles require relevant certifications, but their compensation structures and client engagement styles differ significantly.

More about Salaried Financial Advisor jobs

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

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

What are popular job titles related to Salaried Financial Advisor jobs in Springfield, MA?

For Salaried Financial Advisor jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Salaried Financial Advisor jobs in Springfield, MA look for?

The top searched job categories for Salaried Financial Advisor jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Salaried Financial Advisor jobs?

Cities near Springfield, MA with the most Salaried Financial Advisor job openings:

Salaried Financial Advisor jobs near you
Infographic showing various Salaried Financial Advisor job openings in Springfield, MA as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 98% In-person, and 2% Remote job distribution, with an average salary of $101,777 per year, or $48.9 per hour.

Financial Advisor

Grenier Financial Services

Springfield, MA • On-site

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 4 days ago

Job description

This role is also commonly known as a Financial Planner or Wealth Advisor.
About Us
 
We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking a Financial Advisor / Financial Planner who is committed to exceptional client care and long-term relationship building.
 
Position Summary
 
The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This role includes developing comprehensive financial plans, presenting recommendations, managing client onboarding, and collaborating with the firm’s principal on investment strategy and planning methodology.
 
This is an on-site, professional role with opportunities for growth, increased responsibility, and long-term career development.

  
Who We Are
 
Our firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers — it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust. We’re looking for an advisor who shares these values and sees financial planning as a meaningful partnership.
 
Key Responsibilities
 
Client Engagement & Relationship Management

  • Serve as the primary advisor for assigned clients
  • Conduct discovery meetings, annual reviews, and ongoing check-ins
  • Provide guidance through major financial transitions (retirement, career changes, inheritance, education planning)
  • Deliver a consistent, high-quality client experience aligned with firm standards
  • Manage client onboarding, documentation, and follow-up communication

Financial Planning & Analysis
 
  • Gather and analyze client financial data
  • Develop comprehensive financial plans using financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Prepare and present planning recommendations in clear, actionable formats
  • Conduct retirement planning, cash flow analysis, risk tolerance assessments, and asset allocation reviews
  • Update plans based on life changes, market conditions, or regulatory updates
 
Investment Strategy & Portfolio Support
  • Support investment management activities in collaboration with the principal
  • Review portfolio allocations, performance reports, and investment recommendations
  • Assist with research, due diligence, and investment strategy alignment
  • Ensure client portfolios reflect firm philosophy and risk tolerance
 
Team Collaboration & Leadership
 
  • Work closely with the principal to ensure consistent messaging and planning methodology
  • Mentor and train team members in financial planning processes
  • Support process improvement, planning operations, and workflow optimization
 
Business Development
 
  • Engage prospective clients through outreach, discovery conversations, and timely follow-up
  • Build relationships with clients, CPAs, attorneys, and community partners
  • Identify referral opportunities and contribute to firm growth initiatives
  • Represent the firm professionally at networking events and community engagements
 
Compliance & Documentation
 
  • Maintain accurate, compliant client records (electronic and physical)
  • Ensure adherence to FINRA, SEC, and state regulatory requirements
  • Uphold confidentiality, integrity, and professional standards
 
How We Work
 
We are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our advisors listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism. We believe strong relationships build strong businesses — and we invest in those relationships every day.
 
Qualifications
 
Required
 
  • Series 7 license
  • Professional client-facing experience
  • Strong analytical and communication skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Ability to maintain confidentiality and attention to detail
  • Ability to work on-site in Springfield, MA

Preferred
 
  • Experience in financial planning, wealth management, or advisory services
  • Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • State health, life, disability, and variable annuity licenses
  • CFP® designation
  • Bachelor’s degree in finance, business, economics, or related field
 
Compensation & Benefits
 
  • Salary range: $90,000–$120,000, based on experience and qualifications
  • 401(k) plan
  • Paid time off and holidays
  • Professional development and career advancement opportunities
  • Collaborative, supportive work environment
  • Half-day Fridays in the summer (remote)
 
Schedule & Location
 
  • Full-time, on-site
  • Springfield, MA
  • Monday–Friday, 9:00 AM–5:00 PM
  • Business professional dress code
 
How to Apply
 
Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
 
Joining our team is a mutual investment. We are committed to supporting your growth, encouraging continuous learning, and providing opportunities for increased responsibility as you demonstrate initiative and alignment with our mission. If you are someone who values meaningful client relationships, thoughtful planning, and a collaborative environment, we would love to meet you.