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Executive Financial Advisor Jobs in Indiana (NOW HIRING)

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

Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remoteapplicants may ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Sr Financial Analyst

Michigan City, IN · On-site

$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 ...

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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 Aug 26, 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 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 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:

Advisor-Financial Management

Aston Carter

Lafayette, IN

Full-time

Medical, Retirement, PTO

Posted yesterday

New


Job description

Job Title: Advisor – Financial ManagementJob Description

This role serves as a Financial Expert Advisor within a healthcare organization, guiding strategic financial decisions and driving performance improvement across clinical and administrative areas. The Advisor partners closely with executives, clinical teams, and finance leaders to ensure financial sustainability, optimize resource utilization, and align operations with industry best practices. The position focuses on financial planning, analysis, and reporting, with a strong emphasis on healthcare economics, reimbursement, and revenue cycle management.

Responsibilities
  • Provide expert financial guidance and consultation to executives, clinical teams, and finance departments to support informed decision-making.
  • Support and enhance financial planning processes, including the development and monitoring of financial performance improvement initiatives.
  • Analyze financial, operational, and clinical data to identify trends, risks, and opportunities that inform strategic and operational decisions.
  • Prepare and present executive-level reports and dashboards that clearly communicate costs, revenues, performance measures, and key financial insights.
  • Partner with organizational leadership to identify growth opportunities, revenue enhancement strategies, and cost optimization initiatives.
  • Advise leaders on the financial impacts of business decisions, including new programs, capital investments, and operational changes.
  • Collaborate on long-range financial planning, including multi-year financial projections and strategic planning efforts.
  • Participate in and support the annual budgeting process, including the development, review, and refinement of departmental and organizational budgets.
  • Lead projects and initiatives within the financial specialization, ensuring they are delivered on time, within scope, and aligned with organizational goals.
  • Influence, guide, and develop cross-functional teams without direct reporting lines, fostering collaboration and building financial acumen across the organization.
  • Apply deep expertise in financial modeling, analysis, and forecasting to support strategic planning, scenario analysis, and risk assessment.
  • Ensure alignment with financial reporting standards, internal controls, and audit requirements in collaboration with finance and accounting teams.
Essential Skills
  • Bachelor's Degree in Finance, Accounting, Business Administration, or a related field.
  • 6–8+ years of progressive experience in finance or accounting roles.
  • Strong knowledge of financial reporting, Generally Accepted Accounting Principles (GAAP), budgeting, forecasting, variance analysis, internal controls, and audit processes.
  • Prior experience in a hospital, health system, or regulated industry environment.
  • Strong knowledge of healthcare reimbursement, regulatory frameworks, and financial operations.
  • Deep expertise in financial modeling, financial analysis, and financial forecasting.
  • Strong understanding of healthcare economics and revenue cycle management.
  • Proficiency in core finance and accounting disciplines, including general ledger management and reconciliation.
  • Ability to interpret and analyze complex financial, operational, and clinical data.
  • Strong communication skills, with the ability to present financial information clearly to executive and non-financial stakeholders.
  • Demonstrated ability to influence and collaborate with cross-functional teams without direct authority.
Additional Skills & Qualifications
  • Master’s Degree such as an MBA, MHA, or a related discipline is preferred.
  • Professional certification such as CPA or CMA, or a similar credential, is preferred.
  • Experience working within large, complex healthcare systems or multi-entity organizations.
  • Experience supporting performance improvement initiatives and long-range financial planning.
  • Exposure to healthcare-specific financial systems, reporting tools, and revenue cycle platforms.
  • Interest in ongoing professional growth through advanced training, leadership development, and cross-functional learning opportunities.
Work Environment

This position operates in a hybrid work environment, combining remote work with on-site presence at healthcare facilities. The role typically requires being on-site 3–4 days per week to collaborate closely with executives, clinical leaders, and finance teams. The organization includes multiple hospitals and a broad network of care sites, offering access to advanced clinical settings, innovative research, and leading-edge healthcare practices. Team members work within a culture that emphasizes excellence, continuous learning, and professional development, with opportunities for advanced clinical and leadership training, promotion pathways, and cross-training. The environment is fast-paced and mission-driven, focused on improving healthcare outcomes and supporting the health of the community.

Job Type & Location

This is a Permanent position based out of Lafayette, IN.

Pay and Benefits

The pay range for this position is $114192.00 - $197912.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Company offers healthcare, 401k, insurance, PTO, etc.

Workplace Type

This is a hybrid position in Lafayette,IN.

Application Deadline

This position is anticipated to close on Sep 7, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.


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About Aston Carter

Sourced by ZipRecruiter

At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

Industry

Recruiting and staffing services

Company size

1,001 - 5,000 Employees

Headquarters location

Hanover, MA, US