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Executive Financial Advisor Jobs in Indiana (NOW HIRING)

The CFO serves as a key member of the executive leadership team and reports directly to the Chief ... tax advisors. * Oversee cost accounting, inventory valuation, and margin analysis, including ...

The CFO serves as a key member of the executive leadership team and reports directly to the Chief ... tax advisors. * Oversee cost accounting, inventory valuation, and margin analysis, including ...

The CFO serves as a key member of the executive leadership team and reports directly to the Chief ... tax advisors. * Oversee cost accounting, inventory valuation, and margin analysis, including ...

Client Account Executive

Fort Wayne, IN · On-site

$65K - $75K/yr

Our customers rely on us for powerful financial technology that enhances operations across ... The Role We're looking for a Client Account Executive (CAE) to serve as a trusted advisor and ...

The CFO will serve as a strategic business partner to the CEO and executive leadership team ... artist agreements, and advise on contract status, legal risks, and the legal or financial ...

Chief Financial Officer

Rochester, IN · On-site

$95 - $130/hr

The CFO serves as a key member of the executive leadership team and reports directly to the Chief ... tax advisors. * Oversee cost accounting, inventory valuation, and margin analysis, including ...

The CFO will serve as a strategic business partner to the CEO and executive leadership team ... artist agreements, and advise on contract status, legal risks, and the legal or financial ...

Position iLAB as a trusted advisor by aligning solutions with client business goals and quality ... Experience supporting enterprise clients in regulated industries such as Financial Services, Healt ...

Serve as a strategic advisor to the CEO and Board on financial performance, growth initiatives, capital allocation, and risk management. * Develop and execute the firm's long-term financial strategy ...

Showing results 41-60

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 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:

Chief Financial Officer

Indiana Electric Cooperatives

Indianapolis, IN • On-site

$150 - $200/hr

Other

PTO

Posted 28 days ago


Job description

What You’ll Get
  • No Sweat – We offer a wellness program that includes a payroll credit for medical insurance, an on‑site fitness center for your convenience and extra vacation days for participating. We’ll even throw in a fitness device reimbursement to keep you on track!
  • Flex Time – Our flexible schedule means you can work in your appointments or family events and maintain a comfortable work‑life balance.
  • Stay in School – We value employees who have a desire to learn, so we provide funds for continuing education. We also offer in‑house training and ongoing development through our internal GROW program.
  • Keep it Casual – When you work for us, you work in comfort. Blue jeans are the norm in our office, and we make them look good!
  • Work Hard, Play Hard – We reward our employees with generous vacation time, to the tune of up to five weeks off a year. Even our new employees receive credit for prior work experience.
Job Description

The Chief Financial Officer (CFO) serves as the senior executive responsible for the financial integrity, long‑term financial strategy, and fiscal stewardship of the organization. The CFO provides strategic leadership over accounting, treasury, budgeting, forecasting, rate and regulatory finance, risk management, and financial reporting. The CFO ensures financial decisions support reliability, affordability, compliance with regulatory requirements, and long‑term system sustainability.

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 Financial Strategy & Leadership
  • Lead development and execution of the organization’s long‑range financial strategy aligned with resource planning, capital investment, and system reliability objectives.
  • Provide strategic financial guidance to the CEO and Board on power supply decisions, capital programs, financing strategies, and enterprise risk.
  • Support integrated planning by aligning financial forecasts with load, fuel, power supply, and transmission assumptions.
  • Oversight of all accounting functions, including general ledger, fixed assets, and financial close.
  • Ensure accurate, timely, and transparent financial statements prepared in accordance with applicable accounting standards (e.g., GAAP, utility‑specific guidance and regulation).
  • Establish and maintain strong internal controls and financial governance.
Treasury, Capital Structure & Financing
  • Manage liquidity, cash flow forecasting, and banking relationships.
  • Lead financing activities including debt issuance, credit facilities, hedging instruments, and compliance with loan covenants.
  • Oversee relationships with lenders, bondholders, rating agencies, and governmental financing entities.
Rates, Regulatory & Member Rates
  • Provide financial leadership for rate design and rate stability mechanisms.
  • Support regulatory filings and proceedings by developing financial testimony, analyses, and exhibits.
  • Ensure compliance with applicable state and federal regulatory requirements affecting utility finance.
  • Partner with power supply, engineering, and regulatory teams to evaluate financial impacts of resource decisions.
Budgeting, Forecasting & Performance Management
  • Oversight of the annual budgeting process and multi‑year financial forecasts.
  • Monitor financial performance against budget, identify variances, and recommend corrective actions.
  • Develop financial metrics and dashboards to support executive management and Board oversight.
  • Support scenario analysis and stress testing related to fuel volatility, load changes, capital programs, and market risk.
  • Oversee enterprise risk management (ERM) reporting and mitigation planning.
  • Direct enterprise financial risk management, including fuel price risk, interest rate risk, credit risk, and liquidity risk.
Leadership & Organization Development
  • Lead, mentor, and develop finance and accounting staff, fostering a culture of accountability, accuracy, and continuous improvement.
  • Promote strong cross‑functional collaboration with operations, power supply, IT, and member services.
  • Champion process improvement, automation, and effective use of financial systems and data.
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