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Executive Financial Advisor Jobs in Indiana (NOW HIRING)

As the Financial System Advisor , you will play a pivotal role in shaping the future of Elanco ... for executive decision-making, with a relentless focus on the continuous improvement of our ...

Proven track record of improving financial performance, streamlining operations, and advising executive teams. * Exceptional communication and interpersonal skills-able to present complex financial ...

The CFO acts as a key advisor to the CEO and Board of Directors, translating complex financial, regulatory, and market considerations into clear, decision-ready insights. Key Responsibilities ...

$83K - $103K/yr

... and executive management. * Cost Management & Operational Analytics * Develop and manage unit ... Serve as a trusted financial advisor to manufacturing leadership by supporting budgeting, KPI ...

By working closely with executive leadership, the role helps determine specific business unit ... Central to this role is the coordination and support of the system financial team in delivering ...

By working closely with executive leadership, the role helps determine specific business unit ... Central to this role is the coordination and support of the system financial team in delivering ...

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Executive Financial Advisor information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do executive financial advisor jobs pay per year?

As of Jul 31, 2026, the average yearly pay for executive financial advisor in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

For an Executive Financial Advisor, having $200,000 in assets or income can be sufficient to seek personalized financial planning and investment advice, especially if the advisor charges a percentage-based fee or flat rate. However, the adequacy depends on the complexity of your financial situation and the advisor's fee structure, as some services may require higher minimum investments or fees. It's important to discuss your financial goals and costs directly with the advisor to determine if your resources meet their requirements.

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.

What is the 80/20 rule for financial advisors?

The 80/20 rule for financial advisors suggests that approximately 80% of their business often comes from 20% of their clients. This highlights the importance of building strong relationships with high-value clients and focusing on quality over quantity in client management.

What does an executive financial advisor do?

An executive financial advisor provides high-level financial planning and investment management services to high-net-worth individuals and corporate clients. They analyze financial data, develop personalized strategies, and often hold certifications such as CFP or CFA to ensure expertise. Their role involves advising on estate planning, tax strategies, and portfolio management to help clients achieve their financial goals.

Can financial advisors make $500,000 a year?

Executive financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized certifications like the CFP or CFA. High earnings often depend on commission, fees, and the size of assets under management, with top performers in the industry reaching this level through a combination of skills and client relationships.
What are the most commonly searched types of Financial Advisor jobs in Indiana? The most popular types of Financial Advisor jobs in Indiana are:
What cities in Indiana are hiring for Executive Financial Advisor jobs? Cities in Indiana with the most Executive Financial Advisor job openings:

Financial Systems Advisor

Elanco

Indianapolis, IN • Hybrid

Full-time

Retirement, PTO

Posted 15 days ago


Elanco rating

7.8

Company rating: 7.8 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

51st of 86 rated pharmaceutical


Job description

At Elanco (NYSE: ELAN) - it all starts with animals!

As a global leader in animal health, we are dedicated to innovation and delivering products and services to prevent and treat disease in farm animals and pets. At Elanco, we are driven by our vision of Food and Companionship Enriching Life and our purpose - all to Go Beyond for Animals, Customers, Society and Our People.

At Elanco, we pride ourselves on fostering a diverse and inclusive work environment. We believe that diversity is the driving force behind innovation, creativity, and overall business success. Here, you'll be part of a company that values and champions new ways of thinking, work with dynamic individuals, and acquire new skills and experiences that will propel your career to new heights.

Making animals' lives better makes life better - join our team today!

Your Role:

As the Financial System Advisor, you will play a pivotal role in shaping the future of Elanco's financial landscape by serving as a critical OneStream advisor supporting the business in facilitating accurate reporting, analytics and automation for consolidations and financial planning in OneStream. You will be the support to our finance organization helping to design and maintain robust system design that supports our globalFP&AandConsolidationsprocesses.

This is a high-impact role requiring a blend of deep financial expertise and technical mastery of OneStream. You will ensure the platform is scalable, efficient, and provides the "single source of truth" necessary for executive decision-making, with a relentless focus on thecontinuous improvementof our enterprise solution, including the strategic integration ofAIand the latest OneStream features.

Your Responsibilities:

  • OneStream Strategy:Lead the design, configuration, and optimization of the OneStream platform to support global consolidations, complex financial reporting, and FP&A planning cycles.
  • Continuous Improvement & AI Integration:Enable the long-term roadmap for the OneStream enterprise solution, proactively identifying and implementing enhancements, includingAI-driven analyticsand the latest platform features, to improve system performance, user experience, and business value.
  • Process Transformation:Leverage OneStream capabilities to automate and streamline financial close and planning cycles, reducing manual effort and increasing data accuracy.
  • Cross-Functional Leadership:Partner with IT, Accounting, and Business Unit Finance leaders to translate business requirements into technical solutions.
  • Project Management:facilitate large-scale OneStream implementations, upgrades, or marketplace solution deployments, ensuring projects are delivered on time and within budget.
  • Industry Leadership:Stay at the forefront of OneStream innovation by evaluating and incorporating new marketplace solutions,AI capabilities, and the latest software releases into Elanco's financial ecosystem.

Elanco's 4 Core Pillars:

We expect our leaders to embody the behaviors that drive our success:

  • Deliver Outcomes:Focus on the results that matter most to our customers and shareholders.
  • Innovate Boldly:Challenge the status quo and find better ways to work.
  • Involve Purposefully:Collaborate across the organization to achieve the best results.
  • Own It:Take accountability for your work and the success of the team.

What You Need to Succeed (Minimum Qualifications):

  • Education:Bachelor's degree in Finance, Accounting, Information Systems, or a related field. MBA or CPA preferred.
  • Experience:10+ years of experience in finance or financial systems roles, with a proven track record in system administration and global consolidations.
  • Technical Skills:Expert-level knowledge of theOneStreamplatform (including Cube Views, Dashboards, Business Rules, and Data Management). Experience with SAP integration is highly desirable.
  • Innovation Mindset:Demonstrated experience or strong interest in leveragingAI and Machine Learningto enhance financial planning, analysis, and reporting processes.
  • Leadership:Strong ability to influence without authority and lead complex, cross-functional initiatives.
  • Communication:Excellent ability to communicate complex technical concepts to non-technical financial stakeholders.

Additional Information:

  • Location: Indianapolis, IN Global HQ (Hybrid Environment)
  • Travel: Minimal

Don't meet every single requirement? Studies have shown underrecognized groups are less likely to apply to jobs unless they meet every single qualification. At Elanco we are dedicated to building a diverse and inclusive work environment. If you think you might be a good fit for a role but don't necessarily meet every requirement, we encourage you to apply. You may be the right candidate for this role or other roles!

Elanco Benefits and Perks:

We offer a comprehensive benefits package focusing on financial, physical, and mental well-being while encouraging our employees to pursue our purpose! Some highlights include:

  • Multiple relocation packages
  • Two weeklong shutdowns (mid-summer and year-end) in the US (in addition to PTO)
  • 8-week parental leave
  • 9 Employee Resource Groups
  • Annual bonus offering
  • Flexible work arrangements
  • Up to 6% 401K matching

Elanco is an EEO/Affirmative Action Employer and does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status

Elanco may use automated tools, including AI, to support parts of our recruitment process, such as reviewing applications against jobrelated criteria and/or transferrable skills. These tools help ensure a consistent, structured evaluation, but they do not make hiring decisions. All decisions involve a human reviewer. For more information on how we handle personal data, please see our Elanco Workforce Privacy Notice.


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