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Strategic Financial Partners Jobs in Springfield, MA

Grenier Financial Services

Financial Advisor

Springfield, MA · On-site

$90K - $120K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Update plans based on life changes, market conditions, or regulatory updates Investment Strategy ... partners * Identify referral opportunities and contribute to firm growth initiatives * Represent ...

Grenier Financial Services

Financial Advisor

Springfield, MA · On-site

$90K - $120K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Update plans based on life changes, market conditions, or regulatory updates Investment Strategy ... partners * Identify referral opportunities and contribute to firm growth initiatives * Represent ...

Grenier Financial Services

Financial Advisor

Springfield, MA · On-site

$90K - $120K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Update plans based on life changes, market conditions, or regulatory updates Investment Strategy ... partners * Identify referral opportunities and contribute to firm growth initiatives * Represent ...

Hiscox SA

Finance Business Partner

West Hartford, CT · On-site

$95 - $125/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... partners to drive results and financial insight.**Role Responsibilities Include:** • Support the ... on strategic initiatives • Ensure financial data is accurate and reconciles across various ...

Ameriprise Financial

Financial Advisor

Glastonbury, CT · On-site

  • Retirement

Enhanced partnership opportunities for advisors with an established book of business. About Coastal ... Retirement planning (including 401(k) strategies) * Investment portfolio management * Family wealth ...

CFS

CFO

Windsor, CT · On-site

$120/hr

This is a hands-on role where you'll serve as a strategic business partner while also overseeing the day-to-day financial operations of the company. This opportunity is ideal for someone who enjoys ...

CVS Health

Category Manager, Strategic Sourcing

Hartford, CT · On-site

$66K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Leveraging prior managerial sourcing experience, this role partners with category leaders and ... financial outcomes Transformation & Continuous Improvement Lead adoption of sourcing processes ...

Aston Carter

Controller

Manchester, CT · On-site

$125K - $175K/yr

Lead the annual budgeting process and long-term forecasting activities, aligning financial plans with strategic business objectives. * Partner with department leaders to establish financial goals ...

New

LCR EPC LLC

Senior Accountant

Enfield, CT · On-site

$75K - $94K/yr

... strategic financial operations. The Senior Accountant partners closely with finance leadership and cross-functional teams to drive efficiency, compliance, and continuous improvement within the ...

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Strategic Financial Partners information

What is the difference between Strategic Financial Partners vs Financial Advisor?

AspectStrategic Financial PartnersFinancial Advisor
CredentialsCFP, CFA, CPACFP, ChFC, CPA
Work EnvironmentCorporate, consulting, or firm-basedIndependent or firm-based
Industry UsageFinancial services, consultingPersonal finance, investment management
Primary FocusStrategic planning, corporate financePersonal financial planning, investments

Strategic Financial Partners typically focus on corporate and strategic financial planning, often working within consulting or corporate environments. In contrast, Financial Advisors primarily assist individuals with personal financial planning and investment management. While both roles require similar certifications, their work settings and client focus differ significantly.

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For Strategic Financial Partners jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Strategic Financial Partners jobs in Springfield, MA look for?

The top searched job categories for Strategic Financial Partners jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Strategic Financial Partners jobs?

Cities near Springfield, MA with the most Strategic Financial Partners job openings:

Strategic Financial Partners jobs near you
Infographic showing various Strategic Financial Partners job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.

Financial Advisor

Grenier Financial Services

Springfield, MA • On-site

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

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.