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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The base salary for this position is dependent upon experience.
Location: Boston, MA - In-office
Salary Range: $113,000 to $126,000
Job Summary
The Investments & Long-Term Planning team is a key component of the Control organization. The team supports the CEO and Avangrid senior leadership team with financial analysis to support strategic decision-making across the Company, including the evaluation and corporate governance of new investments opportunities; the financial performance of assets in construction, operation, and the Avangrid platform as a whole; and the Long-Term Outlook (LTO) process, which establishes the financial plan guiding Avangrid’s strategic growth in the years ahead. The team is built on the principles of commercial experience, organizational knowledge, active cross-functional collaboration, flexibility and agility, technical knowledge of the investment and financial planning processes, and the ability to advise senior business leaders and functional business areas.
This position is responsible for preparing the financial planning / forecasting processes, preparing financial statements models; and supervising Tax Equity Investment (TEI) related accounting issues for Avangrid Renewables.
This position requires a strong specialization in preparation of forecasted financial statements, financial modeling, valuation techniques and a good understanding of the Renewables energy industry and markets.
The ideal candidate is an agile thinker, problem solver, team player, and enjoys taking on new challenges.
Key Responsibilities
- Provide quarterly forecast vs actual analysis for all TEI entities – provide qualitative and interpretative explains of the variances of the HLBV results.
- Manage TEI related accounting matters for all TEI projects – includes preparing / reviewing monthly TEI related accounting entries, helping with new TEI set up process by leading weekly set up meetings, finalizing HLBV and debt models, performing monthly / quarterly / annually TEI related controls, preparing TEI related reporting deliverables.
- Prepare the financial statement modeling work – maintaining and updating all the models including the HLBV models, debt models, financial statement templates and etc.
- Review investment models for accuracy, compliance with company policies, proper accounting treatment and profitability targets
- Develop and maintain complex business financial models to be used for strategic planning, budgeting, and long-term forecasting.
- Understand tax law and accounting policy changes, analyze impacts to company financials, and present findings.
- Participate on special projects related to key objectives of the Avangrid renewables organization
Required Qualifications
- Bachelor’s degree in Accounting, Business, Finance, STEM, or related field
- 5 years of experience in industry or public accounting or demonstrated ability to perform the required tasks based on previous levels of responsibility
- Strong financial modeling skills of financial statements including income statement, cash flow statement and balance sheet
- Familiarity with GAAP
- Knowledge of financial metrics principles, and valuation methodologies
- Strong analytical and problem-solving skills
- Ability to adapt to competing priorities
- Demonstrated ability to work effectively and cooperatively with others as well as operate with a minimum of supervision
- Strong communication skills with the ability to work cross-functionally with many departments
- Confidence to challenge/question where appropriate
- Sound organizational and time management skills
Preferred Qualifications
- Experience with SAP BPC and SAC systems
- Ability to build a three-statement operating models from scratch.
- Prior work experience in Investment Banking, FP&A, Strategic Finance, Accounting, Equity Research or related fields
- Familiarity with IFRS accounting principles
- Prior exposure to or strong interest in Renewables Industry
- Experience with Excel VBA (Macro), Power BI
Competencies (this is standard for all jobs)
- Growth & Continuous Improvement
- Initiative & Change
- Focused on Results
- Customer Centric (internal and/or External)
- Communication
- Collaboration
- Leadership (people managers/leaders)
Disclaimer
At Avangrid we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law.
If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at careers@avangrid.com .
Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate functions. This does not include those that will work for Avangrid Power.
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Company:
AVANGRID POWER, LLCMobility Information
Please note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that country.
At Avangrid we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law.
If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at careers@avangrid.com .
Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate functions. This does not include those that will work for Avangrid Power.
Avangrid employees may also be assigned a NERC Reliability Standards compliance role supporting Critical Infrastructure Protection (CIP) and/or Operations and Planning (O&P) responsibilities. This is applicable to employees that will work in electric transmission, operations, and cyber security business areas in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate business areas. NERC Reliability Standards compliance roles and responsibilities may include additional access protections, training, audit engagement, and required evidence retention, and will be communicated by the employee’s management.
Job Posting End Date:
December-4-2026See All 28 Financial Planning Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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
- Science & Research
- Education
- Medical Devices
- Hospitality & Tourism
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 Vertex Pharmaceuticals, STR, and Waters, based on current listings on Migrate Mate as of November 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, Milford, and Acton 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 85% of financial planning openings tied to Massachusetts are remote or hybrid as of November 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 28 Financial Planning Jobs in Massachusetts
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