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Executive Financial Advisor Jobs in Boca Raton, FL

Kosmos

Finance Attorney

Fort Lauderdale, FL

$200K - $350K/yr

National Law firm has a need for a Finance Attorney. This is an exciting opportunity to work on a ... and executive compensation, advising clients on strategic trends. * Assist clients with risk ...

Xendoo Inc.

Account Executive

Fort Lauderdale, FL · On-site

... O advisory. Become a trusted advisor to growing businesses * Develop expertise in Xendoo ... and executive decision-makers. * You have strong discovery skills and enjoy understanding a ...

Xendoo Inc.

Account Executive

Fort Lauderdale, FL · On-site

... O advisory. Become a trusted advisor to growing businesses * Develop expertise in Xendoo ... and executive decision-makers. * You have strong discovery skills and enjoy understanding a ...

NationsBenefits, LLC

Sr. Manager, Finance

Plantation, FL · On-site

$108K - $147K/yr

Lead monthly financial reporting, variance analysis, and executive performance reporting while ... Collaborate across the organization on high-impact projects while serving as a trusted advisor on ...

NationsBenefits

Sr. Manager, Finance

Plantation, FL · On-site

$108K - $147K/yr

Lead monthly financial reporting, variance analysis, and executive performance reporting while ... Collaborate across the organization on high-impact projects while serving as a trusted advisor on ...

NationsBenefits, LLC

Sr. Manager, Finance

Plantation, FL · Remote

$108K - $147K/yr

Lead monthly financial reporting, variance analysis, and executive performance reporting while ... Collaborate across the organization on high-impact projects while serving as a trusted advisor on ...

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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 15, 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

Sales Development Representative - Financial Services

Neil Jesani Wealth

City Of Sunrise, FL • On-site

$50K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

About Neil Jesani Wealth Management
At Neil Jesani Wealth Management, we combine large institutional firms' horsepower with a boutique advisory's personalized precision. We serve a highly selective client base of ultra-affluent individuals—executives, entrepreneurs, and professionals—seeking sophisticated, high-touch financial strategies. Our brand is defined by trust, discretion, and an unparalleled client experience.

About the Role
We are seeking two dynamic Investor Relations Professionals to join our elite business development team. This is not a traditional financial services role—it’s a front-line, relationship-driven position designed for confident, polished professionals who thrive in high-end social and professional settings.

As Investor Relations, you will serve as a first point of contact for prospective clients, introducing them to our firm’s value proposition and nurturing those relationships through high-touch outreach, events, and one-on-one interactions. You’ll work closely with senior wealth advisors to ensure an exceptional first impression and smooth onboarding process for new high-net-worth clients.

What You’ll Do

  • Act as a trusted, professional ambassador of the Neil Jesani brand

  • Initiate contact with qualified prospects via strategic outreach and referrals

  • Host and attend networking events, client dinners, and professional mixers in the Miami area

  • Coordinate meetings and follow-ups between prospects and advisory teams

  • Assist in developing marketing touchpoints and client communications

  • Maintain accurate records in CRM and support client pipeline movement

Who You Are

  • 4+ years of experience in a client-facing role, ideally in financial services, luxury real estate, hospitality, or concierge-style business development

  • Impeccable communication and presentation skills

  • Poised, polished, and socially fluent in high-end professional environments

  • Comfortable engaging with high-net-worth individuals and C-suite professionals

  • Based in the Miami/Sunrise area and open to a hybrid in-office/client-facing schedule

  • Highly organized, detail-oriented, and proactive

Required Application Materials
To reflect the client-facing nature of this role, a LinkedIn profile and public Instagram handle must be included in your application. A current, professional headshot is strongly preferred.

Join Us
This is an exceptional opportunity to be part of a fast-growing, exclusive wealth advisory firm making waves in the financial space. If you bring presence, polish, and performance, we’ll give you a platform for real growth.

Company Description

Neil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners. We deliver deeply personalized, high-performance wealth strategies with the sophistication of a large institution and the intimacy of a boutique firm.

Our team is driven by discretion, trust, and excellence. We are based in South Florida and uniquely positioned to serve affluent clients seeking elevated service and long-term financial stewardship. At Neil Jesani, our culture values elite talent, high standards, and meaningful relationships—both with our clients and within our team.