Associate Financial Planner
Listed on 2026-09-13
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management, Financial Analyst
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 an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor.
Benefits- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
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 an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor.
This role is designed for someone who sees financial planning as a partnership, not a spreadsheet.
Who This Role Is Perfect For- Early‑career planners pursuing the CFP®
- Individuals who enjoy client interaction and values‑based planning
- Candidates who want to grow into a lead advisor role
- Those who thrive in collaborative, relational environments
- Candidates seeking financial analyst or investment research roles
- Candidates looking for remote or hybrid work
- Candidates without progress toward CFP® certification
- Participate in client meetings with the principal advisor
- Help clients clarify goals, values, and priorities
- Capture notes, prepare follow‑up tasks, and support ongoing communication
- Maintain a warm, professional presence that reflects firm values
- Gather and organize client financial data
- Build retirement projections, cash‑flow analyses, and risk assessments
- Develop comprehensive financial plans using Right Capital, eMoney, or Money Guide Pro
- Present planning insights and support client decision‑making
- Assist with portfolio reviews and allocation updates
- Support due diligence aligned with firm philosophy
- Help clients understand investment decisions in the context of their goals
- Communicate with attorneys and CPAs
- Support clients through multi‑professional financial decisions
- Maintain compliant client records
- Assist with onboarding and workflow management
- Contribute to process improvement
- CFP® coursework completed or in final semester
- Actively pursuing Series 7
- Strong analytical and interpersonal communication skills
- Client‑facing experience (internships included)
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Ability to maintain confidentiality and attention to detail
- Ability to work on‑site in Springfield, MA
- Experience with financial planning software (Right Capital, eMoney, Money Guide Pro )
- Internship or entry‑level experience in financial planning
- State health, life, disability, and variable annuity licenses
- Bachelor’s degree in finance or related field
- Salary: $50,000–$60,000
- 401(k) plan
- Paid time off and holidays
- Professional development, mentorship, and career advancement opportunities
- Collaborative, supportive work environment
- Half‑day Fridays in the summer (remote)
- Full‑time, on‑site
- Springfield, MA
- Monday–Friday, 9:00 AM–5:00 PM
- Business professional dress code
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