Associate Financial Planner
Springfield
Associate Financial Planner
Full Time • Springfield
Benefits:
- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
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 eager to learn, grow, and contribute meaningfully to client relationships and planning work.
This role is ideal for someone early in their financial planning career. Someone who has completed (or is close to completing) CFP® coursework, is working toward their Series 7, and is ready to gain hands-on experience under the mentorship of a seasoned advisor.
Position Summary
The Associate Financial Planner will support the firm’s principal advisor in all aspects of financial planning, client service, and operational workflow. This role includes sitting in on client meetings, preparing planning analyses, managing follow-up tasks, coordinating with attorneys and CPAs, and helping ensure a smooth, high-quality client experience.
This is an on-site, professional role with structured mentorship, clear growth pathways, and the opportunity to build toward becoming a full Financial Advisor.
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 someone who shares these values and sees financial planning as a meaningful partnership. Someone who is ready to learn, contribute, and grow.
Key Responsibilities
Client Support & Meeting Participation
- Attend client meetings with the principal advisor
- Capture notes, prepare follow-up tasks, and manage post-meeting communication
- Support clients through major financial transitions (retirement, education planning, career changes)
- Maintain a warm, professional presence that reflects firm values
Financial Planning & Analysis
- Gather and organize client financial data
- Prepare financial planning analyses (retirement projections, cash flow, risk assessments, asset allocation reviews)
- Assist in developing comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
- Update plans based on life changes, market conditions, or regulatory updates
Investment & Portfolio Support
- Assist with portfolio reviews, performance reporting, and allocation updates
- Support research and due diligence efforts
- Ensure client portfolios align with firm philosophy and risk tolerance
Coordination with External Professionals
- Communicate with attorneys regarding estate planning documents
- Follow up with CPAs on tax returns, tax planning items, and required documentation
- Support clients in navigating multi-professional financial decisions
Operational & Administrative Support
- Maintain accurate, compliant client records
- Assist with onboarding, documentation, and workflow management
- Support process improvement and operational efficiency
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 associates listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism.
This role is designed for someone who wants to grow; someone who is ready to learn from a seasoned advisor, build confidence, and eventually step into a full advisory role.
Qualifications
Required
- Completion of CFP® curriculum (or in final semester of coursework)
- Actively pursuing Series 7 (or willingness to begin immediately)
- Strong analytical and communication skills
- Professional 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
Preferred
- Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
- Internship or entry-level experience in financial planning, wealth management, or advisory services
- State health, life, disability, and variable annuity licenses
- Bachelor’s degree in finance, business, economics, or related field
Compensation & Benefits
- 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)
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.
Compensation: $50,000.00 - $60,000.00 per year
‘Live Your Best Life’ is Not Just a Tagline. It’s a Mission.
Financial planning and money management is about you living your best life—no matter where you are along the road.
We work tirelessly on your behalf to design personalized financial strategies and money management plans that honor who you are and what you love, so you can enjoy your life worry free.
In fact, when you live your best life, we live ours.
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