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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Overview

Open roles28
Top employerVertex Pharmaceuticals
Top cityBoston, MA
Cities hiring16
Work type69% Hybrid
Top industryScience

Showing 5 of 28+ Financial Planning jobs

Sr. Financial Analyst - Investments & Planning
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Added 3d ago
Sr. Financial Analyst - Investments & Planning
Avangrid
Boston, Massachusetts
Business Analysis
Business Strategy
Corporate Development & M&A
$113k - $126k/yr
Bachelor's degree in finance
5,001-10,000

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Financial Planning and Analysis Director
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Added 4d ago
Financial Planning and Analysis Director
Eastern Bank
Boston, Massachusetts
Business Operations
Compensation & Benefits
Human Resources (HR) — Generalist
$166k - $255k/yr
Master's degree in business administration
1,001-5,000

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Senior Specialist, Financial Planning & Analysis
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Added 2w ago
Senior Specialist, Financial Planning & Analysis
Entegris
Billerica, Massachusetts
Business Operations
Project & Program Management
Project Management
$85k - $115k/yr
Master's degree in accounting
5,001-10,000

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Sr Financial Planning and Analysis Manager
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Added 2w ago
Sr Financial Planning and Analysis Manager
Revolution Space
Boston, Massachusetts
Accounting
Business Operations
$170k - $190k/yr
Hybrid
Master's degree in business administration

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Manager, Financial Planning & Analysis
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Added 3w ago
Manager, Financial Planning & Analysis
Trimark USA
Mansfield, Massachusetts
Business Operations
Business Strategy
Project Management
$120k - $145k/yr
1,001-5,000

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See All 28 Financial Planning Jobs in Massachusetts

Find roles in Massachusetts that match your experience and apply in just a few clicks.

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Financial Planning Jobs by City in Massachusetts

Where Massachusetts roles are concentrated, by current openings.

Boston
12 jobs
Milford
2 jobs
Acton
1 job
Newton
1 job
Woburn
1 job
Bedford
1 job
Chelsea
1 job
Billerica
1 job
Lexington
1 job

Financial Planning Job Market in Massachusetts

A snapshot from current Massachusetts openings, updated as new roles post.

Who's Hiring

Vertex Pharmaceuticals2 open roles
STR1 open role
Waters1 open role

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

Find roles in Massachusetts that match your experience and apply in just a few clicks.

Find Financial Planning Jobs