Associate Financial Planner (CFP Track) - Growth

Grenier Financial Advisors; Springfield (MA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Half‑day Fridays in the summer (remote

Job summary

Grenier Financial Advisors in Springfield, MA is seeking an Associate Financial Planner to join a client‑facing, mentorship‑driven practice while pursuing the CFP designation. You will work closely with senior advisors to deliver comprehensive financial plans and deliver exceptional client service.

You will participate in client meetings, build retirement projections, analyze cash flow, and learn planning software to support recommendations and ongoing relationship management.

Qualifications

• 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.

Responsibilities

• 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
• 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
• 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
• Communicate with attorneys and CPAs
• Support clients through multi-professional financial decisions
• Maintain compliant client records
• Assist with onboarding and workflow management
• Contribute to process improvement

Skills

CFP coursework in progress

Series 7 in progress

Analytical skills

Interpersonal communication

Education

Bachelor’s degree in finance or related field

Tools

RightCapital

eMoney

MoneyGuidePro

Microsoft Office

Job description

Grenier Financial Advisors in Springfield, MA is seeking an Associate Financial Planner to join a client‑facing, mentorship‑driven practice while pursuing the CFP designation. You will work closely with senior advisors to deliver comprehensive financial plans and deliver exceptional client service.

You will participate in client meetings, build retirement projections, analyze cash flow, and learn planning software to support recommendations and ongoing relationship management.