Associate Financial Planner: Mentored Growth & Client Impact

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

Benefits offered by this job

401(k) plan

Paid time off

Professional development & mentorship

Career advancement opportunities

Remote summer Fridays

Job summary

Grenier Financial Services, a full‑service financial planning and investment firm in Springfield, MA, seeks an Associate Financial Planner eager to learn and grow under a seasoned advisor. You will support the principal advisor in financial planning, client service, and operational workflow, attending client meetings and preparing analyses.

This on‑site role offers structured mentorship, growth pathways, and progression toward a full Financial Advisor role while building strong client

Qualifications

• Completion of CFP® curriculum (or in final semester)
• Actively pursuing Series 7 (or willingness to begin immediately)
• Strong analytical and communication skills
• Professional 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

• Attend client meetings with the principal advisor
• Capture notes, prepare follow-up tasks, and manage post-meeting communication
• Support clients through major financial transitions (retirement, education planning, career changes)
• Maintain a warm, professional presence that reflects firm values
• Gather and organize client financial data
• Prepare financial planning analyses (retirement projections, cash flow, risk assessments, asset allocation reviews)
• Assist in developing comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
• Update plans based on life changes, market conditions, or regulatory updates
• Assist with portfolio reviews, performance reporting, and allocation updates
• Support research and due diligence efforts
• Ensure client portfolios align with firm philosophy and risk tolerance
• Communicate with attorneys regarding estate planning documents
• Follow up with CPAs on tax returns, tax planning items, and required documentation
• Support clients in navigating multi‑professional financial decisions
• Maintain accurate, compliant client records
• Assist with onboarding, documentation, and workflow management
• Support process improvement and operational efficiency

Skills

Strong analytical & communication

Professional client-facing experience

Confidentiality & detail orientation

Education

CFP curriculum (in progress / completed)

Series 7 pursuit or in progress

Bachelor’s degree in finance, business, economics, or related field

Tools

Microsoft Office

Job description

Grenier Financial Services, a full‑service financial planning and investment firm in Springfield, MA, seeks an Associate Financial Planner eager to learn and grow under a seasoned advisor. You will support the principal advisor in financial planning, client service, and operational workflow, attending client meetings and preparing analyses.

This on‑site role offers structured mentorship, growth pathways, and progression toward a full Financial Advisor role while building strong client