Associate Financial Planner

About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor. Benefits 401(k) Bonus based on performance Opportunity for advancement Paid time off Training & development About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor. This role is designed for someone who sees financial planning as a partnership, not a spreadsheet. Who This Role Is Perfect For Early‑career planners pursuing the CFP® Individuals who enjoy client interaction and values‑based planning Candidates who want to grow into a lead advisor role Those who thrive in collaborative, relational environments Who This Role Is Not Designed For Candidates seeking financial analyst or investment research roles Candidates looking for remote or hybrid work Candidates without progress toward CFP® certification What You’ll Do (Client‑Facing + Planning) Client Meetings & Relationship Support Participate in client meetings with the principal advisor Help clients clarify goals, values, and priorities Capture notes, prepare follow‑up tasks, and support ongoing communication Maintain a warm, professional presence that reflects firm values Financial Planning Development Gather and organize client financial data Build retirement projections, cash‑flow analyses, and risk assessments Develop comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro Present planning insights and support client decision‑making Portfolio & Investment Support Assist with portfolio reviews and allocation updates Support due diligence aligned with firm philosophy Help clients understand investment decisions in the context of their goals Cross‑Professional Coordination Communicate with attorneys and CPAs Support clients through multi‑professional financial decisions Operational Support Maintain compliant client records Assist with onboarding and workflow management Contribute to process improvement Qualifications Required CFP® coursework completed or in final semester Actively pursuing Series 7 Strong analytical and interpersonal communication skills Client‑facing experience (internships included) Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) Ability to maintain confidentiality and attention to detail Ability to work on‑site in Springfield, MA Preferred Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro) Internship or entry‑level experience in financial planning State health, life, disability, and variable annuity licenses Bachelor’s degree in finance or related field Compensation & Benefits Salary: $50,000–$60,000 401(k) plan Paid time off and holidays Professional development, mentorship, and career advancement opportunities Collaborative, supportive work environment Half‑day Fridays in the summer (remote) Schedule & Location Full‑time, on‑site Springfield, MA Monday–Friday, 9:00 AM–5:00 PM Business professional dress code Work Authorization & Employment Continuity This role requires ongoing, uninterrupted authorization to work in the United States. Because we are a small team and long‑term client relationships depend on continuity, applicants must already be legally authorized to work in the U.S. and able to maintain that authorization throughout employment. Visa sponsorship is not available for this position. Joining our team is a shared investment in your growth and in the clients we serve. We offer mentorship, continuous learning, and a clear pathway to build a long‑term career as a financial planner. If you value meaningful client relationships, thoughtful planning, and a collaborative team, we’d be glad to meet you. #J-18808-Ljbffr