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Executive Financial Advisor Jobs in Indiana (NOW HIRING)

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 ...

ACG Cares

Chief Financial Officer

Indianapolis, IN · On-site

$150 - $200/hr

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 ...

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 ...

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 ...

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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 Jul 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.

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:
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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:
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Executive Financial Advisor jobs near you
Retirement Planner/Financial Advisor

Retirement Planner/Financial Advisor

Golden Reserve LLC

Carmel, IN • On-site

$150K - $200K/yr

Other

Medical, Dental, Life, Retirement, PTO

Posted 10 days ago

Job description

Description

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.


We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.


We are a full-service RIA and insurance firm that was built not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire.


Some of the key reasons advisors choose Golden Reserve include: (1) world-class, media-driven marketing that provides all the pre-qualified leads you need to succeed, (2) flat-fee client pricing, and (3) partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost.


Golden Reserve's lead generation is driven by its nationwide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), educational workshops, digital marketing, and world-class client service. In a short period of time, we have grown to more than 40 offices across nine states-and we're just getting started.


We Provide:

  • Salary: $150,000-$200,000 base salary, depending on experience
  • Guaranteed $25,000 salary increase beginning in your second year
  • Additional uncapped production and bonus compensation

Prospects

  • No book of business required-we provide pre-qualified leads

Benefits

  • Generous PTO policy
  • Health, Dental, and Life Insurance
  • 401(k) plan

We Require:


Three (3)+ years of new-client financial services sales experience (not servicing)

Active State Life & Health Insurance Licenses

Series 65 or equivalent

GRIT - We built this company brick by brick with a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.


Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com.

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees.


Learn more at www.fireyourfinancialadvisor.com.

Apply