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Executive Financial Advisor Jobs in Alabama (NOW HIRING)

Edge Staffing Partners

CFO

Huntsville, AL · On-site

Serve as a strategic financial advisor to the CEO and executive leadership. * Develop and execute long-term financial strategies aligned with organizational priorities. * Oversee accounting ...

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Executive Financial Advisor information

See Alabama salary details

$32.6K

$92.6K

$130.5K

How much do executive financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for executive financial advisor in Alabama is $92,573.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $118,700.00 per year, depending on experience, location, and employer.

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 the key skills and qualifications needed to thrive as an executive financial advisor?

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 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.

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 most commonly searched types of Financial Advisor jobs in Alabama?

The most popular types of Financial Advisor jobs in Alabama are:

What are popular job titles related to Executive Financial Advisor jobs in Alabama?

For Executive Financial Advisor jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Executive Financial Advisor jobs in Alabama look for?

The top searched job categories for Executive Financial Advisor jobs in Alabama are:

What cities in Alabama are hiring for Executive Financial Advisor jobs?

Cities in Alabama with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you

CFO

Edge Staffing Partners

Huntsville, AL • On-site

Full-time

Posted yesterday

New

Job description

Chief Financial Officer

We are seeking an experienced Chief Financial Officer to provide strategic financial leadership for a complex organization. Reporting to the CEO, the CFO will oversee financial operations, ensure fiscal integrity, and develop strategies that support long-term organizational sustainability.

As a member of the executive leadership team, the CFO will partner with senior leaders, governing stakeholders, financial institutions, and external partners on strategic and financial initiatives.

Key Responsibilities

Executive & Financial Leadership

  • Serve as a strategic financial advisor to the CEO and executive leadership.
  • Develop and execute long-term financial strategies aligned with organizational priorities.
  • Oversee accounting, budgeting, forecasting, treasury, cash management, payroll, investments, debt, and financial reporting.
  • Lead annual operating and capital budget processes and monitor financial performance.
  • Oversee monthly and year-end close, audits, tax reporting, and regulatory filings.
  • Present financial results, forecasts, and recommendations to executive leadership and governing stakeholders.

Operations & Risk

  • Oversee procurement, contracting, property, and enterprise risk management functions.
  • Maintain effective financial policies, internal controls, and compliance processes.
  • Manage banking, investment, and other key external relationships.
  • Evaluate financing strategies and support capital projects and strategic initiatives.

Leadership

  • Lead, mentor, and develop finance and administrative teams.
  • Establish performance expectations and promote accountability, collaboration, and continuous improvement.
  • Support organizational planning and cross-functional initiatives.

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field.
  • 10+ years of progressively responsible financial management experience, including 5+ years in a senior leadership role.
  • MBA, master's degree, and/or CPA preferred.
  • Broad experience with accounting, budgeting, treasury, financial reporting, audits, and strategic financial planning.
  • Experience presenting financial information to executive leadership and governing bodies.
  • Experience in a nonprofit, governmental, public-sector, or similarly complex organization preferred.
  • Strong knowledge of GAAP, financial controls, budgeting, forecasting, and regulatory compliance.
  • Excellent leadership, analytical, communication, and decision-making skills.
  • High degree of integrity, professionalism, and sound judgment.
  • Ability to meet applicable employment and background-screening requirements.