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Virtual Remote Financial Planning Jobs in Springfield, MA

Developer Mastery

Springfield, MA · On-site +1

$103.57/hr

Shift / Schedule: Fridays must work remote; East Coast hours * Work Authorization: Applicants must ... planning. Financial is seeking a senior calculation systems Developer/Architect to support ...

New

R2R SAP Business Analyst - Remote

Hartford, CT · On-site +1

$52.75 - $70.50/hr

Experience with finance processes including such as Finance Master Data, Allocations, FP&A, ... Doctor on Demand, virtual doctor visits   * Bright Horizons, child and elder care services 

Remote Tax Manager

Stafford, CT · Remote

$150K - $170K/yr

Job Title: Remote Tax Manager Job ID: 1050602 Date Posted: July 28, 2026 Employment Type ... Proactive Planning: Review financials to identify missed planning opportunities and advise on ...

Showing results 21-40

Virtual Remote Financial Planning information

See Springfield, MA salary details

$11

$24

$33

How much do virtual remote financial planning jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for virtual remote financial planning in Springfield, MA is $24.31, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $27.31 per hour, depending on experience, location, and employer.

What is the difference between Virtual Remote Financial Planning vs Virtual Remote Financial Advisor?

AspectVirtual Remote Financial PlanningVirtual Remote Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote, client meetings via video, financial planning softwareRemote, client meetings via video, investment management
Employer & Industry UsageFinancial planning firms, independent plannersFinancial advisory firms, wealth management companies

Both roles typically require similar credentials and operate remotely, focusing on client financial services. Financial planners often develop comprehensive plans, while financial advisors may focus more on investment management and ongoing advice. The distinction can vary by employer, but both roles serve clients in a virtual environment.

What virtual remote financial planning jobs can I do remotely?

Virtual remote financial planning jobs include roles such as financial advisor, planner, or analyst, which can be performed entirely online using financial software and communication tools. These positions often require certifications like CFP or CFA and involve client consultations, portfolio management, and financial analysis conducted remotely on flexible schedules.

What are popular job titles related to Virtual Remote Financial Planning jobs in Springfield, MA?

For Virtual Remote Financial Planning jobs in Springfield, MA, the most frequently searched job titles are:

Developer Mastery

GTT, LLC

Springfield, MA • On-site, Remote

$103.57/hr

Full-time

Medical, Dental, Vision, Retirement

This job post has expired 2 days ago. Applications are no longer accepted.


Job description

Developer Mastery

Location: Springfield, MA

Onsite Flexibility: Hybrid local to Boston/Springfield/NY expected in office 3 days per week; Fridays must work remote; remote acceptable for non-local candidates; East Coast hours required

Contract Details
  • Position Type: Contract
  • Pay Rate: $103.57 / Hour (USD)
  • Shift / Schedule: Fridays must work remote; East Coast hours
  • Work Authorization: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Job Summary

This engagement is built on a Financial SME Partnership Model in which Financial will provide ongoing subject matter expertise and guidance throughout the engagement. Vendor resources are expected to operate in a collaborative discovery model, partnering closely with internal Financial Product Owners, Calculation SMEs and Leads, Enterprise Architects, Solution Architects, BIRT SMEs, Engineering Leads, and QA partners. Resources should be comfortable working where deep Financial domain knowledge is supplied by internal SMEs and the vendor contribution is structured discovery, analysis, technical assessment, documentation, and modernization planning.

Financial is seeking a senior calculation systems Developer/Architect to support technical discovery and modernization planning for the enterprise calculation platform. The role will assess the existing DXC VP/MS-powered calculation ecosystem, understand Financial customizations, evaluate upgrade options for Financial Design GUI and the calculation engine, and help define a future-state service-based architecture.

Financial is evaluating upgrades to Financial Design GUI, report generation capabilities, and the calculation engine currently powered by DXC VP/MS with Financial customizations. The target direction is to support a more modular, API-driven product calculation and rules capability that can be wrapped, abstracted, and incrementally modernized. AI-assisted analysis and development tools such as Claude AI and GitHub Copilot are expected to be used, where appropriate, to accelerate discovery, documentation, code analysis, and prototyping. The primary outcome is to produce actionable discovery findings, options, risks, dependencies, and roadmap recommendations for Financial planning and vendor alignment.

Key Responsibilities
  • Analyze the technical architecture of the existing calculation platform, including VP/MS model usage, integration points, data inputs, and calculation outputs.
  • Reverse engineer Financial-specific customizations, interfaces, and dependencies around the DXC VP/MS-powered calculation engine.
  • Perform BA-style discovery with business and technical stakeholders to capture requirements, pain points, current-state flows, and decision points.
  • Evaluate technical upgrade paths for Financial Design GUI and related calculation authoring or modeling capabilities.
  • Assess API, service, batch, reporting, and downstream integration touchpoints that depend on calculation outputs.
  • Partner with BIRT reporting SMEs to understand report engine integration points, data dependencies, and upgrade considerations.
  • Identify candidate areas for wrapping, abstraction, modularization, or replacement using product rules, pricing, projection, and scenario services.
  • Use Claude AI, GitHub Copilot, and approved tools to accelerate code analysis, documentation, and proof-of-concept work.
  • Use Financial SME input to accelerate current-state discovery and validate understanding of business rules, calculation flows, reporting dependencies, and platform constraints.
  • Partner with Product Owners and Calculation SMEs/Leads to clarify product behavior, actuarial logic, customizations, validation expectations, and business priorities.
  • Partner with Enterprise Architects and Solution Architects to align findings with target-state architecture, modernization patterns, API/service direction, and sequencing options.
  • Document questions, assumptions, decisions, risks, dependencies, and open items in a format that Financial SMEs can review and confirm.
  • Do not independently define future-state recommendations without Financial SME review; recommendations should be co-developed and grounded in Financial architecture, product, and operational context.

Expected Deliverables

  • Technical architecture assessment for calculation platform, Design GUI, reporting, and integration dependencies.
  • Inventory of critical VP/MS customizations, interfaces, calculation touchpoints, and modernization constraints.
  • BA-quality discovery documentation including requirements, stakeholder inputs, current-state flows, gaps, and risks.
  • Upgrade options analysis for Financial Design GUI and calculation engine components.
  • Conceptual target-state architecture for modular product rules, pricing, scenario, and calculation services.
  • Risk, dependency, validation, and sequencing recommendations for phased modernization.

Engagement Success Criteria

  • Technical discovery produces enough detail to support vendor sizing, roadmap planning, and architecture decisions.
  • Financial has clear recommendations on what to wrap, refactor, upgrade, prototype, or defer.
  • Risk areas such as calculation/result parity, actuarial validation, reporting dependencies, and integration complexity are clearly identified.
  • Developers can operate independently in discovery conversations, not just implementation tasks.
Required Skills
  • Engineering depth: 10 years of enterprise software engineering, architecture, or legacy-system modernization experience.
  • Calculation systems: Experience with product calculation engines, rules engines, pricing logic, projections, or highly configurable business rules platforms.
  • BA/discovery skillset: Required for all Developer candidates as well stakeholder interviewing, requirement elicitation, process and dependency mapping, current-state documentation, gap/risk identification, and business-facing recommendations.
  • Integration architecture: Strong understanding of APIs, service orchestration, data contracts, dependency mapping, and enterprise integration patterns.
  • Legacy assessment: Ability to reverse engineer older platforms, document technical debt, identify coupling, and recommend phased modernization options.
  • Insurance technology: Experience in life insurance, annuities, illustrations, product definition, policy administration, or financial services technology.
  • Communication: Ability to translate technical findings into executive-ready recommendations, risks, and roadmap options.
Preferred Skills
  • VP/MS or DXC platforms: Hands-on experience with DXC VP/MS, Vantage, Assure Product, or comparable product/modeling platforms.
  • BIRT reporting & Office 365: Experience with BIRT report engine configuration, templates, data sources, rendering, or modernization, along with O365 expert knowledge.
  • AI-assisted engineering: Practical use of Claude AI, GitHub Copilot, or similar tools for code analysis, refactoring, documentation, and POC acceleration.
  • Cloud/API modernization: Experience designing modular product services, calculation services, decision services, or strangler-pattern modernization approaches.
Benefits
  • Medical, Vision, and Dental Insurance Plans
  • 401k Retirement Fund
About the Client

This client is a leading financial services organization operating across the Eastern U.S., with its headquarters in the Springfield, MA area. Employing professionals across engineering, architecture, data, and product domains, the organization serves a diverse portfolio of insurance and financial products including life insurance, annuities, and illustrations and is actively investing in enterprise modernization. Teams here include software engineers, solution architects, enterprise architects, calculation SMEs, and QA professionals who collaborate across structured, agile delivery programs.

About GTT

GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada.

Job Number: 26-10944 Industry: Software Engineering

#LI-GTT #LI-Hybrid #gttjobs

Company Description

Global Technical Talent is a subsidiary of Chenega Corporation (www.Chenega.com) with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.

We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.
There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: https://bit.ly/gttcareers
Awards

SIA’s Fastest Growing Staffing Firm: 2023 and 2015
SIA’s Best Staffing Firm to Work for: 2019 -2023
Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015
Randstad Preferred Supplier: 2020 - 2023
TechServe Alliance Excellence Award. 2019
NH Business Magazines Fast 5 fastest growing companies
Ernst & Young Entrepreneur of the Year Finalist: 2015


GTT logo

About GTT

Sourced by ZipRecruiter

GTT, based in Tysons, Virginia, US, is a leading global provider in the telecommunications industry. Operating largely within the realm of cloud networking to multinational clients, GTT is dedicated to delivering scalable, secured, and reliable cloud networking services. Found in 2005, the tech giant operates with a staunch commitment to simplifying the complex elements within the cloud networking infrastructure. Embodying a mission to connect people across organizations and around the world, they strive to provide the broadest range of cloud networking services, rendered via future-proof technology.

Industry

Internet and it

Company size

1,001 - 5,000 Employees

Headquarters location

Tysons, VA, US

Year founded

1998

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