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Executive Financial Advisor Jobs in Indiana (NOW HIRING)

CFS

CFO - Remote

Fort Wayne, IN · On-site +1

$280K - $300K/yr

... financial advisor to executive leadership and business partners • Build and maintain ... relationships with external partners, investors, and due diligence teams • Provide strategic ...

Elanco

Financial Systems Advisor

Indianapolis, IN · Hybrid

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 ...

Springline Advisory

CFO Consultant

Indianapolis, IN · On-site

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

CFS

FP&A Manager

Fort Wayne, IN

$70K - $90K/yr

This FP&A Manager opportunity offers direct exposure to executive leadership, the chance to build a ... as a financial advisor to non-financial stakeholders. • Strong organizational commitment to ...

Indiana University Health

RCS-Advisor

Indianapolis, IN · On-site

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 ...

Indiana University Health

RCS-Advisor

Indianapolis, IN · On-site

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 ...

SPX

$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 ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Indiana

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 Aug 11, 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.

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?

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 are the most commonly searched types of Financial Advisor jobs in Indiana? The most popular types of Financial Advisor jobs in Indiana are:
What are popular job titles related to Executive Financial Advisor jobs in Indiana? For Executive Financial Advisor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Executive Financial Advisor jobs in Indiana look for? The top searched job categories for Executive 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:
Executive Financial Advisor jobs near you

Principal Financial Advisor

Blue Cross and Blue Shield of North Carolina

Indianapolis, IN • On-site

$107K - $172K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Blue Cross and Blue Shield of North Carolina rating

7.8

Company rating: 7.8 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

189th of 304 rated insurance

Job description

Job Description

Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis, business strategy, and enterprise transformation. This highly visible role goes beyond traditional finance, partnering with senior leaders to influence key decisions, optimize operational expenses, and drive organizational success. As a trusted advisor, you will translate complex financial data into actionable insights, lead strategic initiatives, and help shape the future direction of the business. The ideal candidate brings strong financial expertise, business acumen, executive presence, and the ability to influence outcomes across a complex and evolving organization.

What You'll Do

  • Works directly with staff and senior leadership across the company to proactively identify, prioritize, optimize and implement financial strategies and create meaningful and actionable outputs that drive the development of multi-year financial plans aligned to the company's overall strategic goals

  • Proactively identify, evaluate, and implement financial strategies and plans, leveraging customer and consumer insights to drive business outcomes and maximize ROI, reducing risk and exposure and enable Blue Cross NC to meet growth and cost containment goals.

  • Supports the development of corporate strategic positions on behalf of senior leadership and represents those positions internally and externally including financial modeling and development of executive presentations

  • Builds and manages relationships and collaborates with both internal and external partners to drive highly complex financial analyses focused on significant business strategies and opportunities with substantial levels of importance and visibility

  • Leads annual and long-term financial planning efforts and analyses; provides thought leadership at a divisional, cross-divisional, and enterprise level; prepares and presents results to executive leadership.

  • Drives financial innovation and stewardship through collaboration and consultation with internal stakeholders to identify, plan and execute initiatives with significant financial impact. Partners with internal clients to better understand what problems they are trying to solve, help them articulate their vision and define financial impacts and success. Provides methods and resources to support their execution of those plans and quantification and realization of benefits

  • Utilizes expertise to identify operational improvements and leads the development of new ideas to understand, estimate and minimize the financial impact of existing or emerging issues the business faces. Evaluates those ideas to determine viability and opportunity for success and follows through from implementation to value realization

What You Bring

  • Bachelor's degree or advanced degree (where required)

  • 8+ years of experience in related field.

  • In lieu of degree, 10+ years of experience in related field.

Bonus Points

  • Workday, Adaptive Planning, and OfficeConnect experience a plus

What You'll Get

  • The opportunity to work at thecutting edgeof health care delivery with a teamthat'sdeeply invested in the community.

  • Work-life balance, flexibility, and the autonomy to dogreat work

  • Medical, dental, and vision coverage along withnumeroushealth and wellness programs.

  • Parental leave and support plus adoption and surrogacyassistance

  • Career development programs and tuition reimbursement for continued education

  • 401k match including an annual company contribution

  • Learn more

WhereYou'llWork

Our Hybrid Flex approach is builton presencewith a purpose - giving you flexibility to work remotely with intentional in-person connection - that supports a workplacethat'sflexible, connected, and future focused.

In a Hybrid-Flex role,you'llwork in the office at least two days a week for collaboration and connection. In a Remote Flex role,you'llwork virtually, with a few in-office visits each year formeaningfulmoments that matter.

Whether your role is Hybrid Flex or Remote Flex depends on the nature of the work and distance from our Durham headquarters. We welcome candidates from outside the local area and in anystateslistedonthis job posting. Onsite expectations will be discussed during the interview process.

Salary Range

At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs.Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus*, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs.

*Based on annual corporate goal achievement and individual performance.

$107,901.00 - $172,642.00

Skills

Finance, Finance Strategy, Financial Advising, Financial Analysis, Financial Execution, Financial Planning and Analysis (FP&A), Operational Process Improvements, Portfolio Management, Process Improvements, Resource Management, Strategic Planning, Strategic Thinking, Strategy Development, Wealth Management

_____________________________________________________________________
JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on https://bcbsnc.wd5.myworkdayjobs.com/en-US/BCBSNC. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: HR.Staffing@BCBSNC.com.

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