23 Results for

Financial Advisory Jobs in West Springfield, MA

Jobs

New!

Hartford, CT6 days ago

$30–$36

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Rocky Hill, CT1 day ago

Full-time
Employee

CPA or EA highly preferred5+ years experience preparing and reviewing federal and state tax returnsTax planning and wealth management coordination experienceClient-facing experience with excellent communication and customer service skillsRIA industry experience preferredProficient in tax software (Lacerte, TaxDome, SurePrep preferred), QuickBooks, and Microsoft OfficeAbility to thrive in fast-paced, deadline-driven environmentStrong team collaboration skillsSupervisory experience a plus; desire to grow into leadership role. Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state lawsCalculate and prepare estimated federal and state tax payments for individuals and businessesDevelop and implement tax and financial strategies for clientsCommunicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximizationInterpret, investigate, and respond to IRS and state tax agency correspondenceMaintain current knowledge of tax law changes and business environment trends.

Springfield, Massachusetts15 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Avon, CT30+ days ago

$90,000–$120,000

The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Hartford, Connecticut13 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals a

Hartford, Connecticut16 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Avon, CT30+ days ago

$80,000–$90,000

In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

East Hartford, CT30+ days ago

$36.24–$40.77 Per Hour

Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation. Required Education, Experience and Skills: Financial AnalystUS Citizenship .

Hartford, Connecticut9 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

West Hartford, Connecticut10 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

West Hartford, Connecticut10 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Palmer, MA30+ days ago

This position may require access to export-controlled technology or software source code that is subject to export controls restrictions under the International Traffic in Arms Regulations (“ITAR”) and the Export Administration Regulations (“EAR”) and will therefore be required to meet eligibility criteria under ITAR and EAR regulations. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: regularly required to sit, speak, and listen; and frequent standing, reaching, and manual dexterity for handling equipment/ materials.

Hartford, CT17 days ago

$60,000–$70,000 Per Year
Contractor

In this contract position, you will be responsible for preparing financial reports, conducting variance analysis, and assisting in budgeting processes. Our client, a finance company, is seeking a skilled Financial Analyst to join their team in Hartford, Connecticut.

Springfield, MA30+ days ago

$104,750–$116,390 Per Year

Create or improve financial performance reporting including detailed analysis budget versus actual spending and forecast versus actual spending for Expense and Capital Projects. + Requires strong analytical skills and knowledge of financial and economic methodologies and theories, as well as the ability to understand the fiscal impact of business decisions.

Granby, CT30+ days ago

Full-time

We are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. This role will partner closely with the Controller and finance team to deliver high-quality financial insights, reporting, and analytical support for operational and capital investment decisions.

Hartford, CT30+ days ago

$48,000–$48,000

This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.

Springfield, MA30+ days ago

$77,064–$88,587 Per Year

The position focuses on internal financial operations and strategic improvements and requires attention to detail, willingness to learn Baystate Medical Center (BMC) financial systems such as Lawson and collaborate with internal departments to maintain compliance and operational efficiency. Required Experience: Minimum 5–7 years of progressive financial management experience, preferably in sponsored programs or grants administration.

Hartford, CT30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Holyoke, MA7 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

Hartford, CT30+ days ago

As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business.

Amherst, MA30+ days ago

The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience.

New!

Enfield, Connecticut3 days ago

$48,000–$80,000 Per Year

Overview: The Financial Analyst, Brooks Brothers will support and assist the FP&A team with day-to-day financial planning and analysis activities, including budgeting, forecasting, reporting, and providing actionable business insights. This role partners closely with cross-functional stakeholders to analyze performance trends, identify key drivers, and support informed decision-making.

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Financial Advisory Jobs in West Springfield, MA

Financial Analyst Vaco LLC

Senior Tax Accountant Company Confidential

Financial Advisor Northwestern Mutual

Senior Financial Planner Kestra Financial Independent Advisor

Special Advisor, Higher Education Advisory Baker Tilly Advisory Group, LP

Special Advisor, Public Sector Advisory Baker Tilly Advisory Group, LP

Financial Planning Specialist Kestra Financial Independent Advisor

Financial Analyst Apollo Professional Solutions

Salesforce Consultant - Systems Implementation Advisory Baker Tilly Advisory Group, LP

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Financial Analyst Palmer Foundry

Financial Analyst Careerscape

Senior Financial Analyst, Investment Planning (Hybrid) Eversource Energy

Financial Analyst (Contract - 6 Months) Coherent Corp.

Associate Financial Advisor Kestra Financial Independent Advisor

Senior Research Financial Analyst Baystate Health

Financial Analyst III - Healthcare WM

Financial Advisor Charter Oak Financial

Senior Finance Systems Analyst (Yardi & Kyriba) CBRE

Relationship Manager Beacon Pointe Advisors LLC

Finance Analyst, Brooks Brothers Catalyst Brands

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