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Executive Financial Advisor Jobs (NOW HIRING)

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Executive Coaching * COI Partners * Marketing Platform * Flexible schedule * Opportunity for ... Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive ...

JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG ...

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Executive Financial Advisor information

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$36K

$102.1K

$144K

How much do executive financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for executive financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Executive Financial Advisor vs Financial Planner?

AspectExecutive Financial AdvisorFinancial Planner
CertificationsCFP, CFA, Series 7/66, and other advanced credentialsCFP, ChFC, or similar certifications
Work EnvironmentTypically works with high-net-worth clients and corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageFinancial advisory firms, private banks, or wealth management divisionsIndependent or firm-based financial planning services
Search & Comparison IntentHigh-level financial strategy, wealth management, executive planningComprehensive personal financial planning, retirement, and investment advice

Executive Financial Advisors focus on high-net-worth clients and corporate executives, providing advanced wealth management and strategic financial planning. Financial Planners serve a broader audience, offering comprehensive financial advice for various life stages. While both roles require similar certifications, Executive Financial Advisors typically work in more specialized, high-end environments.

What are the key skills and qualifications needed to thrive as an Executive Financial Advisor, and why are they important?

To thrive as an Executive Financial Advisor, you need expertise in financial planning, investment management, and a deep understanding of tax and estate strategies, typically supported by a bachelor's degree in finance or a related field and advanced certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance platforms is essential for effective client management. Excellent interpersonal skills, discretion, and strong analytical thinking set standout advisors apart, enabling them to build trust with high-net-worth clients. These skills and qualities are crucial for delivering comprehensive, tailored financial solutions and maintaining long-term client relationships.

What is an Executive Financial Advisor?

An Executive Financial Advisor is a professional who provides financial planning, investment management, and strategic advice to high-level executives and business leaders. Their role often involves helping clients maximize their wealth, manage complex compensation packages, plan for retirement, and minimize tax liabilities. They may also offer guidance on estate planning, risk management, and philanthropic strategies tailored to the unique needs of executives. Executive Financial Advisors typically have advanced knowledge of financial markets and regulations, and they work closely with their clients to achieve long-term financial goals.

What are some common challenges Executive Financial Advisors face when managing high-net-worth client portfolios?

Executive Financial Advisors often work with clients who have complex financial needs, such as diversified investments, tax optimization, and succession planning. One common challenge is staying updated on market trends and regulatory changes to provide sound advice that aligns with clients' long-term goals. Additionally, balancing personalized service with the demands of a larger client base can require strong organizational and communication skills. Collaborating closely with tax professionals, estate planners, and investment analysts is also crucial to deliver comprehensive solutions to clients.
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What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
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Executive Financial Advisor jobs near you
Infographic showing various Executive Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 90% Full Time, 3% Part Time, and 4% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Investment Executive / Financial Advisor

Investment Executive / Financial Advisor

Merchants Bank

Winona, MN • On-site

$53K - $74K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Do you have a passion for helping people manage and grow their personal wealth? Our Investment Services area would like to talk to you! Merchants Bank has been helping people fulfill their hopes and dreams since 1875. We are looking for an Investment Executive/Financial Advisor in Winona, MN.
This position involves developing and managing client relationships in a financial planning capacity. Responsibilities include research, gathering and analyzing client data, and recommending financial solutions.
Minimum qualifications include:
  • FINRA Series 7 and Series 63 & 65 or 66 Insurance License
  • Financial advising and investment experience preferred
  • Demonstrated success developing new relationships
  • A passion for serving communities
  • Excellent communication skills
  • Ability to adapt to new technologies and changes in regulations

Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.
Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Job Summary:
The Investment Executive's role is to contribute to the growth and profitability of the Bank through management of sales, marketing, and continued customer relationships. Investment Executive will focus on enhancing the image of the Bank in the community and increasing ancillary business. The Investment Executive is responsible for establishing and retaining excellent relationships with existing and prospective customers. Investment Executive will also be responsible for providing referral training to Bank personnel and creating sales and cross-selling awareness that prevails Bank-wide. Developing long-term relationships with existing clients and developing new customer relationships is essential. The Investment Executive must be an unbiased, trusted advisor with strong ethics. Developing and maintaining good internal relationships is essential.
Essential Responsibilities:
  • Ability to work independently and be responsible for own production and for maintaining strong client contact and service.
  • Accustomed to working under deadlines, meeting time-based, production-oriented goals.
  • Knowledge of financial planning, financial products and markets.
  • Ability to help Bank customers identify their savings and retirement needs, then offer products appropriately.
  • Knowledge of other Bank products and the ability to cross-sell these products to customers.
  • Ability to work well with people including customers and employees.
  • Ability to generate new accounts and relationships from non-bank customers.
  • Excellent public speaking skills, including teaching and training ability.
  • Coordinating Investment Sales promotional campaigns with the Bank's Marketing Department.
  • Maintain contact with existing customers periodically reviewing client's goals and needs.
  • Ability to develop a team approach with other Bank employees and departments to build a referral network, including conducting referral training for Bank Personnel.
  • Regular and dependable attendance is an essential function of the job.
  • Adherence to compliance with laws concerning financial institutions, and completion of compliance disks as required for job description.
  • Employee will be expected to contribute to a positive working environment through words and actions.
  • Employee will be expected to take responsibility to ensure that internal and external customers receive outstanding service.

Position Requirements
  • College Degree preferred
  • FINRA Series 7 and Series 63 & 65 or 66 Insurance License
  • Experience in a wirehouse/Broker-Dealer, preferably in a Bank Brokerage or Trust Department
  • Past sales experience a strong plus

Physical Working Conditions:
Work is performed in an inside working environment, low noise levels, comfortable working surroundings and conditions. No chemical environmental hazards. Will be required to plan seminars for potential customers, and position will require limited travel, for client meetings at MFGI locations and for seminars, etc.
Relationships:
Responsible to the Investment Services Program Leader for duties, responsibilities, and for proper interpretation of role.

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