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Executive Financial Advisor Jobs in Indiana (NOW HIRING)

CFO - Remote

Fort Wayne, IN · On-site +1

$280K - $300K/yr

  • Retirement

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

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 ...

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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 14, 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 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:

Advisor-Financial Expert (Provider Compensation)

Indiana University Health

Indianapolis, IN • On-site

Full-time

Posted 4 days ago


Indiana University Health rating

7.2

Company rating: 7.2 out of 10

Based on 464 frontline employees who took The Breakroom Quiz

350th of 887 rated healthcare providers


Job description

Advisor - Financial Expert (Provider Compensation)

Our leaders shape strategic initiatives, develop passionate teams, and work to improve health outcomes.They advance our mission and exemplify excellence, compassion, teamwork and purpose in all that they do. Indiana University Health is seeking individuals who embody these values to join our team in the role of Advisor-Financial Expert (Provider Compensation).

Summary

The Provider Compensation Financial Expert Advisor serves as the enterprise-wide strategic leader and subject matter expert for physician and advanced practice provider compensation across IU Health's employed provider enterprise of more than 4,350 providers. This role is responsible for guiding the design, governance, administration, financial oversight, and regulatory compliance of compensation programs that support organizational priorities, physician engagement, workforce sustainability, and the delivery of high-quality patient care. Partnering closely with executive leadership, physician leaders, Finance, Legal, Human Resources, and Operations, the Expert Advisor develops and evolves compensation strategies that align provider incentives with organizational goals related to access, quality, productivity, growth, operational performance, and value-based care. The role provides thought leadership on compensation market trends, benchmarking, emerging payment models, workforce strategy, and complex regulatory considerations, ensuring compensation programs remain competitive, compliant, and financially sustainable while supporting organizational transformation initiatives. As a trusted advisor to senior executive and physician leadership, the Expert Advisor leads highly complex analyses and develops executive-level reporting, financial models, business cases, and recommendations that inform strategic decision-making. The role evaluates provider compensation performance, assesses financial and operational impacts, identifies risks and opportunities, and translates complex data into actionable insights that drive organizational outcomes. This position leads the planning, development, implementation, and continuous improvement of provider compensation programs and initiatives with enterprise-wide impact. Success requires strong influence and relationship management skills, as the role routinely leads cross-functional teams, builds consensus among diverse stakeholders, and drives change without direct authority. The Expert Advisor serves as a key resource for organizational leaders, provides specialized expertise across the enterprise, and promotes alignment between provider compensation strategy, financial stewardship, regulatory compliance, and IU Health's long-term strategic objectives.

Candidate Qualifications

Candidates for the position will be evaluated according to the following criteria and competencies.

  • Bachelor's degree in Healthcare Administration, Business Administration, Finance, Economics, or a related field required.

  • 6-8 years of progressive experience in physician compensation, healthcare consulting, or healthcare finance, including 5 years advising senior healthcare executives and physician leadership.

  • Extensive knowledge of physician compensation methodologies, physician productivity metrics (e.g., wRVUs), and healthcare financial management.

  • Strong understanding of healthcare regulatory requirements affecting physician compensation (e.g., Stark Law, Anti-Kickback Statute).

  • Demonstrated experience in financial analysis, data interpretation, and compensation modeling.

  • Exceptional executive communication, presentation, and stakeholder management skills.

  • Deep understanding of work RVU (wRVU) methodologies, physician productivity metrics, and value-based compensation models.

  • Advanced expertise in physician compensation strategy and governance.

  • Strong business acumen and financial modeling capabilities.

  • Ability to influence executive and physician stakeholders in complex environments.

  • Proven ability to manage sensitive and confidential information.

  • Strong analytical, problem-solving, and strategic thinking skills.

  • Excellent written, verbal, and presentation skills.

  • Ability to navigate ambiguity and lead organizational change.

Indiana University Health is unlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indiana's largest employers and the most comprehensive medical system in the state, our vision is to lead the transformation of healthcare through quality, innovation and education, and make Indiana one of the nation's healthiest states.

IU Health is the largest health system in Indiana with nearly 40,000 team members, 15 hospitals and $8.64 billion in operating revenue. The system's programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics and transplants have received national recognition for quality patient care.  IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide world-class care for children and adults and improve the health of patients and communities across Indiana. 

Indiana University Health is dedicated to a fair hiring process and is committed to equal opportunity and nondiscrimination for all individuals, regardless of age, color, disability, ethnicity, marital status, national origin, race, religion, gender identity, expression, sexual orientation, or veteran status.


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