129 Results for

Financial Planning Jobs in West Springfield, MA

Jobs

New!

Hartford, CTToday

$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!

West Hartford, CTToday

$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.

springfield, CT10 days ago

$110,000–$120,000 Per Year
Full-time
Employee

Hartford, CT10 days ago

$20–$24 Per Hour

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.

New!

Simsbury, CTToday

$130,000–$150,000

New!

Hartford, CTToday

$120,000–$140,000

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 .

springfield, CT10 days ago

Full-time
Employee

Lead annual, quarterly, and long-range planning and forecasting processesBuild and maintain financial models to support strategic initiatives and investmentsAnalyze business performance, KPIs, and variances; provide actionable insights to leadershipPartner cross-functionally with Operations, Sales, Marketing, R&D, and corporate teamsSupport M&A activities including financial modeling, due diligence, and integration effortsDevelop reporting, dashboards, and data structures to enhance decision-makingContribute to enterprise projects, ensuring alignment, execution, and timely delivery. Bachelor’s degree in Finance, Accounting, or Economics (MBA preferred)5+ years of progressive finance experience with strong FP&A focusManufacturing experience strongly preferredAdvanced financial modeling and analytical skillsExperience with ERP systems and BI tools (e.g., Power BI) a plusStrong communication skills with ability to influence cross-functional stakeholders.

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, MA30+ 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.

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.

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.

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.

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.

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.

West Hartford, CT30+ days ago

Under the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire, our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

Springfield, MA30+ days ago

Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.

Holyoke, MA30+ days ago

Remote

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, MA30+ days ago

Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.

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.

Hartford, Connecticut24 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.

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.

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.

West Hartford, Connecticut24 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.

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, MA30+ 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.

Farmington, CT30+ 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.

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.

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.

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

$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.

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.

East Hartford, CT30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Melvin Banks - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

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.

Holyoke, MA16 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, MA30+ days ago

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. - Prepare the annual incurred cost submission in real-time, as each month is closed which includes; confirming the allocations are consistent with the CAS Disclosure Statement, reviewing for unallowable costs, and reconciling the submission to the general ledger.

Springfield, MA30+ 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.•

Enfield, Connecticut12 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.

Hartford, Connecticut20 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.

New!

Hartford, CT4 days ago

$120,100–$251,600 Per Year

Identifies skill gaps across teams, and empowers team members to pursue learning and knowledge sharing opportunities that build their expertise in new areas and coaches them to apply learnings to advance the organization. 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.

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 .

Hartford, CT30+ days ago

Lead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.

Torrington, CT30+ 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.

East Hartford, CT9 days ago

$115,000–$130,000 Per Year

K&A Power Group – is a privately held engineering firm delivering worldclass technical expertise and engineering excellence to power utility and industrial clients across the United States, Asia, the Middle East, and Africa. We provide comprehensive consulting, engineering and design, program and project management, construction management, and EPC services, specializing in substation, transmission, distribution, and distributed energy resources.

Hartford, CT7 days ago

$79,200–$178,100 Per Year

Working closely with technical leads and cross-functional teams, you will ensure services are built using modern engineering principles with a strong focus on availability, scalability, performance, operability, and cost-awareness . 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.

Farmington, Connecticut30+ days ago

$140,000–$150,000

Partner with cross‑functional leaders to communicate financial results, risks, and opportunities, enabling data‑driven decision‑making and achievement of financial targets. Lead monthly corporate reporting, annual operating plans, and rolling forecasts, translating financial results into clear insights that drive performance and mitigate risk.

springfield, MA30+ 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.

Hartford, Connecticut30+ days ago

$94,500–$141,700

Most important decisions made with review and approval of other individuals or supervisors (include the reviews/approvals required): Participate in the recruiting and training of finance associates. Decision-Making Authority: Strong analytical, organizational, and interpersonal skills and broad knowledge of accounting principles, practices, and procedures.

Springfield, MA30+ days ago

As the Project Manager, you will:Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding. The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the Corporate Finance and Enterprise Risk initiatives.

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Financial Planning Jobs in West Springfield, MA

Financial Analyst Vaco LLC

Director of Finance - FP&A Vaco LLC

Financial Planning and Analysis Manager Company Confidential

Customer Service Representative Prodware Solutions

Controller Vaco LLC

Senior Accounting Manager Vaco LLC

Registered Nurse (RN) - Neurosurgery - Easthampton Advocate Aurora

FP&A Manager Company Confidential

Financial Planning Specialist Kestra Financial Independent Advisor

Financial Planning Associate (Remote) Davis Family Financial LLC

Business Planning Manager-Ops Oracle

Associate Financial Advisor - Bergenn Financial Group Kestra Financial Independent Advisor

Workforce Planning Partner Baystate Health

FP&A Financial Specialist Hartford Steam Boiler Inspection and Insurance Company

Senior Financial Planner Kestra Financial Independent Advisor

Financial Planner Entry Level Greater Hartford Wealth Management

Financial Planner Career Changer Opportunity Northwestern Mutual - Greater Springfield

Entry Level Financial Representative Rise North Capital

Financial Advisor with Athletic Background Northwestern Mutual - Greater Springfield

Associate Financial Advisor Kestra Financial Independent Advisor

Financial Advisor Northwestern Mutual

Financial Advisor-Springfield, IL RK Partners

Financial Education Specialist All Financial Freedom

College Financial Representative, Internship Program Northwestern Mutual

Financial Analyst Apollo Professional Solutions

Financial Accountant Aspen Square Management

Campus Supervisor, Financial Aid Services Connecticut State Community College

Financial Analyst (Contract - 6 Months) Coherent Corp.

Senior Financial Controller New Silver

Personal Financial Counselor Federal Guardian

Financial Programs Specialist All Financial Freedom

Financial Development Specialist – Connecticut All Financial Freedom

Insurance and Financial Services Position - State Farm Team Member Melvin Banks - State Farm Agent

Financial Services Specialist – Connecticut All Financial Freedom

Financial Advisor Charter Oak Financial

Financial Systems Analyst (Remote) Maximus

Senior Finance Manager Maximus

Accounting Manager Blake Smith Staffing, LLC

Finance Analyst, Brooks Brothers Catalyst Brands

Strategy and Operations Manager Chegg, Inc.

Senior Logistics & Transportation Manager - Saline Township, MI Oracle

Assistant General Manager ImageFIRST Healthcare Laundry Specialists

Manager, Accounting Services Serco

Operations Manager Aptyx

Project Scheduler K&A Engineering

Senior Member of Technical Staff - DevOps (US Citizen Required) Oracle

FP&A Manager Ledgent Finance & Accounting

Forecasting Analyst Vaco LLC

Finance Manager Sysco

Business Project Manager Lancesoft

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