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Executive Financial Advisor Jobs in Boca Raton, FL

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With ...

ECG Resources

Financial Advisor

Delray Beach, FL · On-site

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With ...

Related

Vice President, Finance

West Palm Beach, FL · On-site

The role oversees budgeting, forecasting, liquidity management, executive reporting, financial modeling, corporate policies, and finance team leadership while serving as a trusted advisor to ...

Transloop

Carrier Executive

Fort Lauderdale, FL · On-site

Carrier Executive Description Are you looking for a sales-driven role where you're empowered to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Transloop

Carrier Executive

Fort Lauderdale, FL · On-site

$45K - $55K/yr

Carrier Executive Description Are you looking for a sales-driven role where you're empowered to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Boca Raton, FL

Executive Financial Advisor information

See Boca Raton, FL salary details

$34.3K

$97.3K

$137.1K

How much do executive financial advisor jobs pay per year?

As of Aug 3, 2026, the average yearly pay for executive financial advisor in Boca Raton, FL is $97,261.00, 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 Boca Raton, FL? The most popular types of Financial Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Executive Financial Advisor jobs in Boca Raton, FL? For Executive Financial Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Executive Financial Advisor jobs in Boca Raton, FL look for? The top searched job categories for Executive Financial Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Executive Financial Advisor jobs? Cities near Boca Raton, FL with the most Executive Financial Advisor job openings:
Executive Financial Advisor jobs near you

Financial Advisor

ECG Resources

Delray Beach, FL

Other

Posted 20 days ago

Job description

WEALTH MANAGEMENT EXECUTIVE SEARCH

Financial Advisor

OVERVIEW

This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With a team-based advisory model and a comprehensive, planning-first approach to client service, the firm is known for its commitment to delivering an exceptional client experience. The firm is seeking a Financial Advisor to join its South Florida office. This individual will work collaboratively within an experienced advisory team to help clients achieve their financial goals, drive business development, and uphold the firm's high standard of service quality.

KEY RESPONSIBILITIES

Client Relationship Management

  • Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard.
  • Facilitate the financial planning process by discovering client values, goals, and objectives.
  • Understand each client's current financial situation and engage them meaningfully in the planning process.
  • Prepare and conduct comprehensive annual reviews covering both planning and investment topics.

Business Development

  • Proactively follow up with clients who have not yet implemented their financial plan.
  • Close leads provided through various internal firm channels.
  • Create new business opportunities within your personal and professional network.
  • Drive referrals from existing satisfied clients.

Client Servicing

  • Assist the lead Financial Advisor during client meetings and with all necessary follow-up.
  • Take detailed meeting notes and enter them promptly into the CRM system.
  • Present financial advice and plans to clients in collaboration with the lead advisor.
  • Gather additional planning information from clients and confirm details as needed.
  • Analyze clients' current investment portfolios and insurance policies.
  • Execute trades and manage account administration.

Professional Development & Compliance

  • Participate actively in firm trainings, educational events, and coaching programs.

QUALIFICATIONS AND EXPERIENCE

  • Bachelor's degree required; business, finance, or economics preferred.
  • Advanced designation required: CFP, CPA, MBA, or equivalent.
  • Series 65 license (RIA) and insurance licenses required.
  • 4+ years of experience within the wealth management industry.
  • Demonstrated ability to source prospects and convert them to clients while delivering high-level, planning-oriented service

COMPENSATION

This position offers a competitive base salary commensurate with experience, exclusive of bonuses and benefits. The role is also eligible for variable compensation and participation in an equity program. Please provide compensation expectations when submitting your candidacy.

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