ZipRecruiter

Log In

1

Wealth Manager Jobs in Springfield, MA (NOW HIRING)

Ameriprise Financial

Financial Advisor

Glastonbury, CT · On-site

  • Retirement

About Opportunity Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have ...

Pwc

Financial Services Tax - Real Estate Director

Hartford, CT

$150K - $438K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary The Opportunity As a Financial Services Tax - Real Estate Director, you will play a ...

DataAnnotation

FP&A Manager - AI Trainer

Springfield, MA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

FP&A Manager - AI Trainer

Hartford, CT · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

previous page

Showing results 41-60

All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Springfield, MA

Wealth Manager information

See Springfield, MA salary details

$24.4K

$59.3K

$115.6K

How much do wealth manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth manager in Springfield, MA is $59,317.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $68,300.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management is generally a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in top firms can earn six-figure incomes or higher.
More about Wealth Manager jobs

What job categories do people searching Wealth Manager jobs in Springfield, MA look for?

The top searched job categories for Wealth Manager jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Wealth Manager jobs?

Cities near Springfield, MA with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $59,317 per year, or $28.5 per hour.

Financial Advisor

Ameriprise Financial

Glastonbury, CT • On-site

Full-time

Retirement

Re-posted 11 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
About Opportunity
Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England.
As part of this growth, we are seeking both new and experienced Financial Advisors to join our team. This is a unique opportunity to accelerate your career, expand your client base, and partner with a firm that is committed to mutual success.
Growth & Transition Support
We offer a highly competitive and differentiated transition program:
  • Initial book of approx. 20M to manage
  • Salary of $150,000 if you have $30M in assets to transition over to CWM at Ameriprise.
  • Proven expertise onboarding advisors and transitioning client relationships.
  • Dedicated support to ensure a smooth, efficient, and client-focused transition.
  • Enhanced partnership opportunities for advisors with an established book of business.

About Coastal Wealth Management
  • Headquarters: Glastonbury, CT & Mystic, CT
  • Additional Offices: Warwick, RI & Pensacola, FL
  • Team Size: 20+ professionals across all locations
  • Assets Under Management: $1.7 billion+
  • Custody & Platform: Ameriprise Financial

We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include:
  • Retirement planning (including 401(k) strategies)
  • Investment portfolio management
  • Family wealth planning
  • Full-service financial guidance

We operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office.
What We're Looking For
  • Experienced Financial Advisors
  • Entrepreneurial mindset with a desire to grow
  • Strong relationship-building and client service skills
  • Existing book of business (required)
  • Commitment to delivering exceptional client outcomes

Why Join Coastal Wealth Management?
  • Immediate opportunity to scale your practice
  • Unique asset matching program to accelerate growth
  • Strong operational and transition support
  • Established brand with deep regional presence
  • Collaborative, growth-oriented team culture
  • Clear path to partnership for top performers

Note: Candidates should be aware that this position involves working from our offices in Glastonbury CT & New England Region
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

FacebookTwitter

View All Ameriprise Jobs

Apply