Financial Planning Jobs in Massachusetts
Financial Planning jobs in Massachusetts are in strong demand, concentrated in wealth management, corporate finance, insurance, and higher-education endowment management, with openings at every level from junior financial analyst through senior financial planner and director. Boston leads hiring by a wide margin, with Waltham and Worcester adding meaningful volume, anchored by institutions like Fidelity Investments, State Street, and John Hancock. The most consistently sought specialties in Massachusetts are retirement planning, financial analysis, and estate and tax planning. Find a role that fits below and apply directly.
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Showing 5 of 32+ Financial Planning jobs
As a Senior Manager, Financial Planning & Analysis and Investor Relations, you will play a key role within the Finance organization, reporting directly to the Director of FP&A, and partnering closely with the VP of FP&A, CFO, and senior business leaders. This role sits at the intersection of financial analysis, strategic planning, investor communications, and external stakeholder engagement, helping transform complex financial information into actionable insights and compelling business narratives.
We are looking for a highly analytical finance professional who combines strong financial modeling capabilities with exceptional communication and project management skills. The ideal candidate is equally comfortable building a forecast model, developing executive-level presentations, coordinating cross-functional initiatives, and supporting interactions with lenders, ratings agencies, and private equity sponsors.
This role offers significant visibility across the organization and an opportunity to influence strategic decision-making at the highest levels of the business.
The role includes a base salary, bonus structure and equity plan.
Responsibilities
Strategic Finance & Financial Analysis
- Develop and maintain financial models supporting budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives
- Perform analyses on key business drivers, profitability, growth trends, and enterprise performance
- Partner with Finance leadership to evaluate risks, opportunities, and potential business outcomes
- Translate complex financial information into clear recommendations for executive decision-making
- Support monthly, quarterly, and annual planning processes across the organization
Executive Communications & Business Storytelling
- Prepare executive-ready presentations and financial communications for senior leadership
- Synthesize financial and operational results into concise, actionable narratives
- Support development of materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums
- Ensure consistency of messaging across planning, reporting, and external communications
External Stakeholder Support
- Coordinate and support recurring and ad hoc requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders
- Prepare financial analyses, presentation materials, FAQs, and supporting documentation for external meetings and diligence activities
- Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather, validate, and communicate information effectively
- Anticipate stakeholder questions and proactively develop supporting analyses and responses
Cross-Functional Coordination & Program Management
- Manage project plans, communication timelines, and deliverables related to quarterly lender processes, ratings reviews, and diligence processes
- Coordinate across multiple teams to ensure timely and accurate completion of key deliverables
- Drive accountability and follow-through across stakeholders while maintaining strong working relationships
Process Improvement & Organizational Impact
- Identify opportunities to improve modeling processes, reporting quality, and communication effectiveness (including the use of AI for model audits, forecasting, etc.)
- Enhance the efficiency and scalability of finance deliverables through improved workflows and tools
- Help elevate the quality, consistency, and professionalism of FP&A outputs across the organization
- Support special projects and strategic initiatives as required
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
- 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline
- Advanced financial modeling, forecasting, and analytical skills
- Understanding of the capital market landscape, specifically within the Private Equity and Direct Lending markets
- Strong proficiency in Excel and PowerPoint – experience preparing executive-level or Board-ready materials
- Exceptional written and verbal communication skills
- Demonstrated ability to translate complex analyses into clear business insights and executive narratives
- Experience managing multiple priorities and delivering high-quality work in a fast-paced environment
- Strong collaboration and influencing skills with the ability to work effectively across functions and levels
Preferred Qualifications
- Experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors
- Background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance
- Familiarity with planning and reporting tools / languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $106,400 to $156,000, plus a bonus structure and equity plan. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
As a Senior Manager, Financial Planning & Analysis and Investor Relations, you will play a key role within the Finance organization, reporting directly to the Director of FP&A, and partnering closely with the VP of FP&A, CFO, and senior business leaders. This role sits at the intersection of financial analysis, strategic planning, investor communications, and external stakeholder engagement, helping transform complex financial information into actionable insights and compelling business narratives.
We are looking for a highly analytical finance professional who combines strong financial modeling capabilities with exceptional communication and project management skills. The ideal candidate is equally comfortable building a forecast model, developing executive-level presentations, coordinating cross-functional initiatives, and supporting interactions with lenders, ratings agencies, and private equity sponsors.
This role offers significant visibility across the organization and an opportunity to influence strategic decision-making at the highest levels of the business.
The role includes a base salary, bonus structure and equity plan.
Responsibilities
Strategic Finance & Financial Analysis
- Develop and maintain financial models supporting budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives
- Perform analyses on key business drivers, profitability, growth trends, and enterprise performance
- Partner with Finance leadership to evaluate risks, opportunities, and potential business outcomes
- Translate complex financial information into clear recommendations for executive decision-making
- Support monthly, quarterly, and annual planning processes across the organization
Executive Communications & Business Storytelling
- Prepare executive-ready presentations and financial communications for senior leadership
- Synthesize financial and operational results into concise, actionable narratives
- Support development of materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums
- Ensure consistency of messaging across planning, reporting, and external communications
External Stakeholder Support
- Coordinate and support recurring and ad hoc requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders
- Prepare financial analyses, presentation materials, FAQs, and supporting documentation for external meetings and diligence activities
- Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather, validate, and communicate information effectively
- Anticipate stakeholder questions and proactively develop supporting analyses and responses
Cross-Functional Coordination & Program Management
- Manage project plans, communication timelines, and deliverables related to quarterly lender processes, ratings reviews, and diligence processes
- Coordinate across multiple teams to ensure timely and accurate completion of key deliverables
- Drive accountability and follow-through across stakeholders while maintaining strong working relationships
Process Improvement & Organizational Impact
- Identify opportunities to improve modeling processes, reporting quality, and communication effectiveness (including the use of AI for model audits, forecasting, etc.)
- Enhance the efficiency and scalability of finance deliverables through improved workflows and tools
- Help elevate the quality, consistency, and professionalism of FP&A outputs across the organization
- Support special projects and strategic initiatives as required
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
- 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline
- Advanced financial modeling, forecasting, and analytical skills
- Understanding of the capital market landscape, specifically within the Private Equity and Direct Lending markets
- Strong proficiency in Excel and PowerPoint – experience preparing executive-level or Board-ready materials
- Exceptional written and verbal communication skills
- Demonstrated ability to translate complex analyses into clear business insights and executive narratives
- Experience managing multiple priorities and delivering high-quality work in a fast-paced environment
- Strong collaboration and influencing skills with the ability to work effectively across functions and levels
Preferred Qualifications
- Experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors
- Background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance
- Familiarity with planning and reporting tools / languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $106,400 to $156,000, plus a bonus structure and equity plan. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
See All 32 Financial Planning Jobs in Massachusetts
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Find Financial Planning JobsFinancial Planning Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Financial Planning Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Retail
- Education
- Hospitality & Tourism
- Healthcare & Medical Services
- Biotechnology & Pharmaceuticals
What Massachusetts Employers Look For
The qualifications that appear most often in financial planning jobs across Massachusetts.
- Certified Financial Planner (CFP) designation or active pursuit of CFP certification preferred by most Massachusetts employers
- Bachelor's degree in finance, economics, accounting, or a closely related field required
- Series 65 or Series 66 license registration with FINRA for investment advisory roles in Massachusetts
- Demonstrated experience with financial planning software such as eMoney Advisor or MoneyGuidePro
- Strong knowledge of retirement planning, tax strategy, and estate planning concepts
- Excellent client communication and relationship management skills across diverse Massachusetts client bases
Financial Planning Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial planning in Massachusetts?
To work as a financial planner in Massachusetts, you typically need a bachelor's degree in finance, economics, or a related field, followed by the Certified Financial Planner (CFP) certification administered by the CFP Board. For roles that involve managing client investments, Massachusetts requires registration as an Investment Adviser Representative through the Massachusetts Securities Division. Many employers also expect candidates to hold or pursue FINRA Series 65 or Series 66 licenses before advising clients.
How much do financial plannings make in Massachusetts?
Financial plannings in Massachusetts earn a median of about $125,670 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $58,510 for the lowest 10% to over $478,850 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Massachusetts?
Employers hiring financial plannings in Massachusetts right now include Mariner Wealth Advisors, Beth Israel Lahey Health, and TIAA, based on current listings on Migrate Mate as of September 2026. Massachusetts's concentration of major financial institutions, insurance companies, and university endowment offices makes it one of the more active states for financial planning recruitment in the Northeast.
Which Massachusetts cities have the most financial planning jobs?
Boston, Cambridge, and Bedford have the most financial planning openings in Massachusetts. Boston dominates because of its dense cluster of asset managers, insurance carriers, and regional banks, while Waltham and Worcester draw volume from corporate headquarters and financial services firms that have established significant regional offices outside the city center.
Are there remote financial planning jobs in Massachusetts?
Yes, and more than many finance roles, since financial planning work is largely desk-based and analytical. About 65% of financial planning openings tied to Massachusetts are remote or hybrid as of September 2026, reflecting an industry-wide shift toward flexible arrangements. Client-facing advisory roles tend toward hybrid schedules, while planning support, financial analysis, and modeling positions are the most likely to be fully remote.
How can I get hired as a financial planning in Massachusetts with little or no experience?
The most realistic entry path is applying for a financial analyst or client associate role at a Massachusetts-based firm, then building toward a full financial planning position. Large employers like Fidelity Investments and State Street run associate and rotational programs designed for recent graduates. Earning your CFP candidacy status or completing coursework at a CFP Board-registered program at a Massachusetts university gives your application a clear edge, as does hands-on experience with planning software gained through internships or academic programs.
Where can I find and apply to financial planning jobs in Massachusetts?
You can find and apply to financial planning jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across cities and experience levels. Find the roles that fit your background and apply directly to each one without creating a profile or going through any intermediary steps.
See All 32 Financial Planning Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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