97 Results for

Financial Planning Jobs in Chicopee, MA

Jobs

New!

Hartford, CT3 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.

Tolland, CT15 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

West Hartford, CT3 days ago

$170,000–$210,000

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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

springfield, MA3 days ago

$75,000–$90,000

The company demonstrates genuine care for employees through meaningful initiatives including community service programs, charitable drives supporting local schools and organizations, employee recognition programs where colleagues publicly celebrate each other's contributions, and regular team-building events. 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.

New!

Simsbury, CT3 days ago

$130,000–$150,000

New!

Hartford, CT3 days ago

$120,000–$140,000

New!

Hartford, CT3 days ago

$38–$43

East Hartland, CT9 days ago

Refers patients to a variety of resources including, but not limited to, Visiting Nurse Agency, Skilled Nursing facility, Long Term Care Hospital, Rehab Facility, Hospice Care, Durable Medical and Respiratory Care providers. In conjunction with patient, family, payers and other members of the health care team: formulates and implements a discharge plan to address assessed needs and patient/family concerns, evaluates the effectiveness of the plan in meeting the established care goals; and revises the plan as needed to achieve desired outcomes.

Easthampton, MA30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

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.

Springfield, MA20 days ago

Remote

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

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.

West Hartford, CT30+ days ago

$70,000–$110,000

The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model.

Hartford, CT30+ days ago

$79,100–$158,200 Per Year

Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

Hartford, CT30+ days ago

$171,770–$190,850 Per Year

This position will direct planning studies for the reliability of service to EVERSOURCE's transmission customers in accordance with good utility practice and the reliability requirements established and enforced by the North American Electric Reliability Corporation, the Northeast Power Coordinating Corporation, and ISO-NE. + Solves complex technical problems requiring recognized expertise in electric power systems, various engineering and operating disciplines, and resultant regulatory impacts, etc., to resolve major power facilities problems.

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.

Torrington, CT20 days ago

This role supports the company’s treasury operations, cash management activities, and financial analysis while working closely with the Treasurer and Chief Financial Officer on key financial initiatives. Perform internal audit procedures related to treasury operations, financial controls, P-Card activity, and broader finance or operational areas.

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–$95,804 Per Year

Baystate Health, a mission-driven academic healthcare system committed to building a resilient, future-ready workforce that supports exceptional patient care is seeking a Workforce Planning Partner to join our Workforce Planning team in Springfield, MA. You will serve as a trusted consultant to operational leaders and collaborate across Talent Acquisition, Talent Management, Compensation, HR Business Partners, and external partners to build sustainable talent pipelines.

Springfield, IN30+ days ago

Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Holyoke, MA30+ days ago

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

Springfield, Massachusetts12 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.

Hartford, CT30+ days ago

$40,000–$85,000

The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.

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.

Farmington, CT24 days ago

Full-time

Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Under the direction of theRegional Director of Financial Aid, Operations and Outreach, the Campus Supervisor, Financial Aid Services provides effective performance in these essential duties: Key responsibilities include: Providing direction to office staff on the institution's policies and procedures, which may include training exercises.

Springfield, MA30+ days ago

$130,977–$150,550 Per Year

This position works closely with senior management to support timely and accurate financial reporting delivered to each of the rating agencies who rate Baystate Health public bonds, S&P and Fitch; this includes timely analysis and calculation of significant rating ratio's, including but not limited to Days Cash on Hand and Days in Accounts Receivable. The incumbent refers to the Sr Director, Financial Reporting & Accounting, for review and further action on unusual and sensitive personnel problems, interpretation of managerial policies and procedures, initiation of major projects within one's own organization that involve the expenditure of large amounts of personnel, time, and money, and other similar unusual and precedent-setting cases or problems.

Bloomfield, CT30+ days ago

These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._. + Partner with cross-functional teams on special projects in areas like corporate strategy & development, financial planning & analysis, healthcare pricing, treasure/capital management, accounting/audit, and underwriting.

Hartford, CT25 days ago

Remote

$80,000–$100,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

Farmington, CT30+ days ago

_Language Skills:_* English, Spanish and/or Polish *_Knowledge, Skills and Ability Requirements:_* * Maintains thorough knowledge of State and Federal laws and HHC policies regarding Financial Assistance and Self-Pay Collections. The financial counselors help patients to obtain coverage, financial assistance, free bed funds and/or payment plans in order to assist with payment of their outstanding balances.

West Hartford, CT30+ days ago

Full-time

Your days will be spent helping manage financial for various entities, which include a lending company, a fund, a special purpose entity with mortgage collateral, as well as overseeing our strategic financial planning. We use data and technology to provide our clients with fast approvals and certainty of execution while maintaining high-touch customer service to wow them across the entirety of their journey.

West Hartford, Connecticut12 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Bloomfield, CT30+ days ago

$165,800–$276,300 Per Year

This roles serves as the Business Financial Officer (BFO) for Verity Solutions; overseeing all finance related functions including underwriting, accounting operations, forecasting and planning, audit and SOX controls, treasury and cash management functions, and preparing financial statement reports. The BFO will support and interact with the company’s customers, and leads a team of accounting and finance professionals, who process complex financial transactions involving invoicing and cash collections from pharmacy partners followed by cash disbursements to hospital customers.

Hartford, CT30+ days ago

Full-time

Effectively utilize virtual counseling or other modes of communication, such as secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. Services include financial education and counseling services that may include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session.

Hartford, CT30+ days ago

Description: This role combines financial planning, data analytics, and systems leadership to support strategic decision-making and operational excellence across the HSB business units and functions. The role requires strong cross-functional collaboration across the finance organization and a deep understanding of financial systems, data architecture, and analytical tools.

Hartford, CT30+ days ago

Remote

$89,000–$121,400 Per Year

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it.

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 .

Agawam, MA20 days ago

$60,000–$75,000 Per Year

Nearly three quarters of Home Office employees fall under the Accounting/Finance umbrella which includes departments such as Receivables, Payables, Purchasing, Vendor Services, Payroll, Property and Liability Insurance. Founded by entrepreneur and philanthropist, Harold Grinspoon, Aspen offers the financial stability of an organization with a sixty-year track record of success, the energy of a start-up, the close-knit feel of a family company, and significant opportunities for growth.

Bloomfield, CT30+ days ago

The Financial Leadership Development Program (FLDP) is one of The Cigna’s Group rotational programs for outstanding MBA candidates or experienced CPA’s, who aspire to join a growth-oriented company and make an impact as a leader in the healthcare industry after graduation. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._.

Hartford, CT30+ days ago

$40,000–$85,000

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.

Bloomfield, CT30+ days ago

$113,600–$189,300 Per Year

These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._. + In collaboration with Clinical Account Executives discuss with clients any potential utilization management programs under evaluation to ensure that all modeling and requirements of these programs are accurately represented and in alignment with Pharmaceutical rebate contract.

Hartford, CT30+ days ago

$40,000–$85,000

This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.

Hartford, CT30+ days ago

$40,000–$85,000

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

Hartford, CT30+ days ago

This important role will develop, implement, and maintain targeted efforts to ensure the financial stability and viability of the business bringing a strong analytical approach to the business operation as well as strategies around deal modeling, and new products and distribution opportunities. Develops and supports the division’s pricing strategies and specialized financial solutions, takes the lead on strategic transactions and has accountability for monitoring performance of existing books of business.

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.

New!

Holyoke, MA4 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

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Springfield, MA19 days ago

Technology• MS Office (Outlook, Excel, Word)• Quantum software (preferred)• ERP systems and financial modeling tools• Advanced Excel proficiency (pivot tables, VLOOKUP, complex formulas)Salary: 110,000-150,000 plus bonus Information Ordering: Ability to gather, interpret, and analyze financial data to identify trends and support decision‑making.• Oral Comprehension: Ability to understand information presented verbally.•

Hartford, Connecticut8 days ago

This role will act as the GM's right hand on business and operational matters, helping to establish operational discipline, identify strategic points of leverage, and drive initiatives that deliver meaningful business results. Drive key operating rhythms, including leadership meetings, business reviews, KPI tracking, planning processes, and cross-functional follow-ups.

Farmington, Connecticut30+ days ago

Acquired by private equity firm Calera Capital in 2018, ImageFIRST serves medical facilities nationwide providing linen, patient gowns, scrubs, and more while managing their clients’ linen inventory for cost management. Self-starter, capable of leading, directing, and supporting a team in a diverse environment with highly developed interpersonal, analytical and communication skills .

Torrington, CT22 days ago

This individual is a highly collaborative and people-focused leader, capable of engaging with customers, aligning cross-functional teams, and building a strong, accountable culture. This leader will play a critical role in New Product Introduction (NPI), validation, and transfer of business, including the launch of new products and integration of equipment and processes from sister sites.

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Financial Planning Jobs in Chicopee, MA

Jobs

Financial AnalystVaco LLC

Financial Consultant - West Hartford, CTFidelity Investments

Director of Finance - FP&AVaco LLC

Forecasting AnalystVaco LLC

ControllerVaco LLC

Senior Accounting ManagerVaco LLC

Interim Senior AccountantVaco LLC

RN Care Manager - Case CoordinationCharlotte Hungerford Hospital

Registered Nurse (RN) - Neurosurgery - EasthamptonAdvocate Aurora

Financial Planning SpecialistKestra Financial Independent Advisor

Financial Planning Associate (Remote)Davis Family Financial LLC

Senior Financial Analyst, Investment Planning (Hybrid)Eversource Energy

Associate Financial Advisor - Bergenn Financial GroupKestra Financial Independent Advisor

Business Planning Manager-OpsOracle

Manager, Transmission System Planning (Hybrid)Eversource Energy

Senior Financial PlannerKestra Financial Independent Advisor

Financial Analyst - Treasury - TorringtonO&G Industries Inc

Associate Financial AdvisorKestra Financial Independent Advisor

Workforce Planning PartnerBaystate Health

Financial Advisor-Springfield, ILRK Partners

Entry Level Financial RepresentativeRise North Capital

Financial AdvisorNorthwestern Mutual

Financial Education SpecialistAll Financial Freedom

Financial AnalystPalmer Foundry

Campus Supervisor, Financial Aid ServicesConnecticut State Community College

Manager System Financial ReportingBaystate Health

Financial Leadership Development Program – Summer Intern (On-Site)The Cigna Group

Senior Financial Analyst (Insurance experience)Insurance Office of America

Financial Counselor / PA Self PayHartford HealthCare

Senior Financial ControllerNew Silver

College Financial Representative, Internship ProgramNorthwestern Mutual

Business Financial OfficerThe Cigna Group

Personal Financial CounselorFederal Guardian

FP&A Financial SpecialistHartford Steam Boiler Inspection and Insurance Company

Senior Financial Analytics ProfessionalHumana

Financial AnalystApollo Professional Solutions

Financial AccountantAspen Square Management

Financial Leadership Development Program Associate (MBA/CPA)The Cigna Group

Financial Programs SpecialistAll Financial Freedom

Strategy & Financial Analysis Senior Advisor - Express Scripts - HybridThe Cigna Group

Financial Development Specialist – ConnecticutAll Financial Freedom

Financial Services Specialist – ConnecticutAll Financial Freedom

Business Unit CFOHartford Steam Boiler Inspection and Insurance Company

Financial Analyst III - HealthcareWM

Financial AdvisorCharter Oak Financial

Financial Systems Analyst (Remote)Maximus

Accounting ManagerBlake Smith Staffing, LLC

Strategy and Operations ManagerChegg, Inc.

Assistant General ManagerImageFIRST Healthcare Laundry Specialists

Operations ManagerAptyx

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