319 Results for

Financial Planning Jobs in West Springfield, MA

Jobs

Mansfield, CT

Full time

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Develops or monitors budgets and schedules based on project requirements, assisting with developing or monitoring capital budget requests for projects related to major renovations and new buildings, deferred maintenance, interior fit-outs, site work, and utility and/or infrastructure projects.

Bachelor’s degree in related field and 12 years of related experience in planning, design, or construction management of capital projects OR Master’s degree in related field and 10 years of related experience in planning, design, or construction management of capital projects.

6 days ago

Hartford, CT

$30–$36

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

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.

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.

6 days ago

West Hartford, CT

$170,000–$210,000

p> 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.
Canadian residents may access our policies in English here and in French here.

6 days ago

HARTFORD, CT

One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+).

5 days ago

HARTFORD, CT

$59.10–$65.50 / hour

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

1 day ago

HARTFORD, CT

$59.10–$65.50 / hour

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

5 days ago

Springfield, Massachusetts

p>As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth.

Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time.

5 days ago

Avon, CT

$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.

30+ days ago

Amherst, MA

Lead annual budget development and ongoing financial planning for the Provosts Office and assigned Academic Affairs units, including preparation of base budget submissions, revenue-based budgets, mid-year and year-end spending plans, forecasts and scenario modeling, and other required internal and external reports. This position is a key member of the Provosts Office Administration & Finance (A&F) team, which serves as a centralized shared services hub providing comprehensive financial, operational, and administrative support to over a dozen administrative units and programs across Academic Affairs.

30+ days ago

Springfield, MA

$84,100–$110,300 / year

The Key Responsibilities Include:

Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time.

6 days ago

Hartford, CT

$100,000–$231,540 / year

This leader will partner closely with the Aetna CFO and leaders across Enterprise Finance, Business Finance, Actuarial, and Expense & Performance Management to inform critical business decisions and will operate in a fast‑paced, dynamic environment where precision, influence, and strategic thinking are essential.

The Lead Director, HCB FP&A is responsible for financial planning governance for the Total Aetna income statement as well as the direct analysis and influence of key financial metrics and actions to accelerate the recovery of profitability and sustainable performance for the Government lines of business (both Medicare and Medicaid).

30+ days ago

$100,000–$231,540 / year

The Lead Director, FP&A is responsible for financial planning governance for the Total Aetna income statement as well as the direct analysis and influence of key financial metrics and actions to accelerate the recovery of profitability and sustainable performance for the Government lines of business (both Medicare and Medicaid).

13 days ago

Springfield, MA

Remote

$60,000–$75,000

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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.

30+ days ago

Springfield, MA

$128,000–$168,000 / year

Known for disciplined financial stewardship, transparent governance, and strong cross-functional collaboration, SP&D brings together Workstream Leads, Finance Leads, Insight Leads, and Program Managers who drive execution, manage budgets, and power confident decisions through data, reporting, and actionable insights. We lead the planning, governance, and delivery of enterprise initiatives that accelerate transformation and fuel growth-ensuring the right work is prioritized, tightly aligned to strategy, and delivering measurable value across MassMutual's portfolio in close partnership with divisional leadership.

30+ days ago

Springfield, Massachusetts

Known for disciplined financial stewardship, transparent governance, and strong cross-functional collaboration, SP&D brings together Workstream Leads, Finance Leads, Insight Leads, and Program Managers who drive execution, manage budgets, and power confident decisions through data, reporting, and actionable insights. We lead the planning, governance, and delivery of enterprise initiatives that accelerate transformation and fuel growth—ensuring the right work is prioritized, tightly aligned to strategy, and delivering measurable value across MassMutual’s portfolio in close partnership with divisional leadership.

30+ days ago

Farmington, CT

$125,000–$350,000 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

4 days ago

Windsor, CT

$96,000–$136,000 / year

This study will examine the effects of the influx of clean energy resources like solar photovoltaics, onshore and offshore wind, and battery energy storage systems being constructed now and in the future, as well as increases in power consumption due to the electrification of transportation and heating. Over the past twenty years, ISO New England planning engineers have played a key role in developing over 800 projects that have been placed in service, totaling approximately $12 billion of new infrastructure investment.

30+ days ago

Hartford, Connecticut

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.

13 days ago

Hartford, CT

$96,000–$144,000 / year

p>In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

4 days ago

Hartford, CT

$97,600–$200,600 / year

p>The Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns.

Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.

11 days ago

Hartford, CT

$74,400–$111,600 / year

Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The capacity Planning Consultant is accountable for the development and maintenance of comprehensive staffing models supporting Operations Service/Call Centers.

30+ days ago

Hartford, Connecticut

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About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits.

Cons Workforce Planning - OW08BE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies.

6 days ago

$28.85–$33.65 / hour

p>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

30+ days ago

Newington, CT

$28.85–$33.65 / hour

30+ days ago

Hartford, CT

$79,100–$158,200 / 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.

30+ days ago

West Hartford, CT

Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.

30+ days ago

$162,000–$198,000 / year

The position partners cross-functionally with Product Management, Engineering, Sales, Operations, Shared Services, FP&A, Accounting, and senior leadership to evaluate growth opportunities, assess investment returns, support M&A and corporate development activity, and monitor performance against approved business cases.

Lead the development of financial business cases to support investment decisions for new products, platform enhancements, RFI/RFP responses, and strategic initiatives across the Communications, Payments, and Financial Markets business units.

28 days ago

Hartford, CT

$110,800–$203,400 / year

This role partners closely with Finance, Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools.

The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business.

20 days ago

Hartford, CT

$132,800–$219,100 / year

This position leads the financial planning and forecasting function across National Accounts and Residual Markets, owning end-to-end planning processes while directing a variety of core FP&A activities - including the creation and presentation of financial reports that deliver clear, concise insights to senior leadership. This role requires the ability to synthesize complex financial data into executive-ready narratives that connect business performance drivers, progress against strategic objectives, and broader market dynamics - interpreting and communicating analyses in a way that resonates with each intended audience.

21 days ago

Northampton, MA

$63,648–$90,750.40 / year

p>Site: Cooley Dickinson Hospital, Inc.

Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success.

30+ days ago

Windsor, CT

$145,000–$180,000 / year

This role supports the implementation and refinement of methodologies used to assess resource contributions to system adequacy and reliability and represents the organization in regional and national forums by providing analytical support for studies, committees, and regulatory discussions. Provide technical and procedural leadership by coordinating and facilitating work within the ISO and across a wide range of stakeholders, including Market Participants, NEPOOL, and ISO committees and regional and national regulatory entities.

30+ days ago

Windsor, CT

$105,000–$135,000 / year

Provide technical and procedural leadership by coordinating and facilitating work within the ISO and across a wide range of stakeholders, including Market Participants, NEPOOL and ISO committees, and regional and national regulatory entities.

4 days ago

Hartford, CT

$96,000–$144,000 / year

4 days ago

Hartford, CT

2244806No5439232510.00.004/22/2026Q1-NAMORC-Oracle EPM Planning-LCON-Toppan Merrill-Minneapolis & HubsIn the assigned Job Role of Package Project Lead 1, your Area Of Responsibility will be as below: Develop project timelines, proactively identify and address resource discrepancies to ensure timely project completion Facilitate effective coordination between technical teams and client stakeholders by organizing regular meetings, sprints, and project phases to align expectations and objectives Support technical teams in executing development, integration, and customization stages of enterprise application packages, ensuring adherence to project requirements Monitor project deliverables across all phases to meet established quality benchmarks and stakeholder expectations Your contribution to the team: Proactive risk management to ensure project delivery. Lead Consultant - USTechnology|Oracle Cloud|EPM - Planning Technology|Oracle Cloud|EPM - Financial Consolidation and Close Technology|Oracle Cloud|EPM - Account Reconciliation Infosys is seeking an Oracle EPM techno-functional Consultant who will be driving a cloud solution by interfacing with key customer stakeholders.

30+ days ago

Hartford, CT

$89,800–$148,300 / year

p>To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

Participate in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.

10 days ago

Avon, CT

$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.

30+ days ago

Wethersfield, CT

$80,000–$85,000 / year

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.

22 days ago

Hartford, Connecticut

li>Manages, analyzes, approves, assigns, and evaluates comprehensive data with extensive knowledge of numerous company systems including but not limited to Work Management System, DARS, Maximo, Workday, Workforce, C2, RCOS, Power Track, Cascade and Notify and other applicable databases.

Ensure proper accounting is present and documented for budget purposes; works with field operations management to monitor operating area spending to ensure correct accounting of charges to timesheets and work orders.

5 days ago

Windsor, CT

$143,000–$180,000 / year

This study will examine the effects of the influx of clean energy resources like solar photovoltaics, onshore and offshore wind, and battery energy storage systems being constructed now and in the future, as well as increases in power consumption due to electrification of transportation and heating. Over the past twenty years, ISO New England planning engineers have played a key role in developing over 800 projects that have been placed in service totaling approximately $12 billion of new infrastructure investment.

30+ days ago

Hartford, CT

$102,800–$154,200 / year

The Consultant, Financial Planning & Analysis will be a key member of the Employee Benefits FP&A team within the Office of the CFO, partnering closely with senior finance leaders and business stakeholders to drive insight‑led decision making. This position is designed for a finance professional who thrives at the intersection of analytics, business partnership, and strategy-someone who moves beyond reporting to shape the narrative, challenge assumptions, and guide decision‑making.

30+ days ago

Hartford, Connecticut

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About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits. Review and validate actual‑to‑outlook variance files and supporting explanations to ensure clarity, accuracy, and consistency prior to distribution; provide quality assurance and governance oversight for recurring finance deliverables such as enterprise flash summaries and supporting analysis packages.

30+ days ago

Remote

$129,825–$144,250 / year

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.

30+ days ago

Hartford, Connecticut

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Financial Planning Jobs in West Springfield, MA

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Financial Planning Jobs in West Springfield, MA

Planning, Design, and Construction Senior Project Manager University of Connecticut

Financial Analyst Vaco LLC

Director of Finance - FP&A Vaco LLC

Virtual Seasonal Physician Assistant - NY Licensed One Medical

Virtual Family Nurse Practitioner - MA Licensed One Medical

Virtual Family Nurse Practitioner - NY Licensed One Medical

Financial Planning Consultant MassMutual

Financial Planning Specialist Kestra Financial Independent Advisor

Director of Financial Planning and Operations University of Massachusetts Amherst

Financial Planning Consultant Massachusetts Mutual Life Insurance Company

Lead Director, Financial Planning & Analysis CVS Health Corp

Lead Director - Financial Planning & Analysis CVS Health Corp

Financial Planning Associate (Remote) Davis Family Financial LLC

Financial Management Consultant, Strategic Planning and Delivery (SP&D) Massachusetts Mutual Life Insurance Company

Financial Management Consultant, Strategic Planning and Delivery (SP&D) MassMutual

Director, Financial Planning Edelman Financial Engines LLC

Transmission Planning Engineer ISO New England Inc

Workday Adaptive Planning Senior Manager Baker Tilly Advisory Group, LP

GTM Planning Rhythm of Business (ROB) Senior Associate Grant Thornton LLP

Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu Ltd

Capacity Planning Consultant The Hartford Insurance Group Inc

Capacity Planning Consultant The Hartford

Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bank of America Corp

Financial Solutions Advisor Registration Candidate - Newington Financial Center Bank of America Corp

Business Planning Manager-Ops Oracle

Financial Solutions Advisor - West Hartford Financial Center Bank of America Corp

Director, Strategic Finance & Business Planning Transaction Network Services Inc

Director or Assistant Director - Planning Analytics The Hartford Insurance Group Inc

Sr. Director, Financial Analysis - National Accounts Group The Travelers Companies Inc

Sr. Financial Analyst (Hybrid) - 40hrs/Day Shift Brigham and Women's Hospital

Senior Resource Planning Engineer ISO New England Inc

Senior Resource Planning Analyst ISO New England Inc

GTM Planning Performance & Modeling Senior Associate Grant Thornton LLP

Q1-NAMORC-Oracle EPM Planning-LCON-Toppan Merrill-Minneapolis & Hubs Infosys Ltd

Manager, Financial Analysis National Accounts The Travelers Companies Inc

Senior Financial Planner Kestra Financial Independent Advisor

Financial Advisor Alera Group Inc

Supervisor Investment Planning Administration (Hybrid Schedule) Eversource Energy

Senior Transmission Planning Engineer ISO New England Inc

Employee Benefits Financial Analysis Consultant The Hartford Insurance Group Inc

Assistant Director, Financial Analysis & Reporting The Hartford

Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance Group

Manager, Financial Analysis National Accounts Travelers

What Is the Opportunity?.

VP, Planning & Practice Chubb Ltd

Sr Financial Analyst- Finance Budget Hartford HealthCare Corp

Servicing Financial Advisor - Connecticut Alera Group Inc

Financial Analyst II / Finance Budget Hartford HealthCare Corp

Financial Planner Entry Level Greater Hartford Wealth Management

Assistant Director, Financial Analysis & Reporting The Hartford Insurance Group Inc

Planning Specialist State of Connecticut

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