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Executive Financial Advisor Jobs in Riverside, CT

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

... help our advisors and employees reach their true potential by embracing an inclusive and ... The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth ...

Gartner

Executive Partner, CFO Practice

Stamford, CT · On-site

Gartner Executive Finance Partners serve as trusted advisors to our members (clients) who are CFOs from Global 1000 organizations and government agencies. Our Associates enjoy a collaborative work ...

Rho Technologies

Treasury Advisor

New York, NY · On-site

$115K - $150K/yr

About the Role Rho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business ...

Altana

Principal Financial Analyst

New York, NY · Hybrid

$170K - $200K/yr

Serve as the primary financial advisor to Tech leaders on all investment decisions - building ... executive financial narratives that connect R&D investment to business outcomes for board ...

Altana

Principal Financial Analyst

New York, NY · On-site

$170K - $200K/yr

Serve as the primary financial advisor to Tech leaders on all investment decisions - building ... executive financial narratives that connect R&D investment to business outcomes for board ...

UBS

Associate Market Executive

New York, NY · On-site

The role is responsible for driving business growth, supporting Financial Advisor success ... Executives and Market Directors to execute strategic priorities, drive business growth, and achieve ...

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Executive Financial Advisor information

See Riverside, CT salary details

$38.1K

$108.2K

$152.6K

How much do executive financial advisor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for executive financial advisor in Riverside, CT is $108,231.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $138,800.00 per year, depending on experience, location, and employer.

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 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 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 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 most commonly searched types of Financial Advisor jobs in Riverside, CT?

The most popular types of Financial Advisor jobs in Riverside, CT are:

What are popular job titles related to Executive Financial Advisor jobs in Riverside, CT?

For Executive Financial Advisor jobs in Riverside, CT, the most frequently searched job titles are:

What job categories do people searching Executive Financial Advisor jobs in Riverside, CT look for?

The top searched job categories for Executive Financial Advisor jobs in Riverside, CT are:

What cities near Riverside, CT are hiring for Executive Financial Advisor jobs?

Cities near Riverside, CT with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you
Infographic showing various Executive Financial Advisor job openings in Riverside, CT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $108,231 per year, or $52 per hour.

Financial Advisor Trainee

Greenwich, CT • On-site

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about Ameriprise Financialexternal

$47K - $58K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us.
We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)
Key Responsibilities
  • Manage and deepen relationships within an assigned client book of business.
  • Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
  • Onboard and build new client relationships that come in via practice acquisitions.
  • Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
  • Maintain accurate and timely client records in CRM system.
  • Uphold a white-glove service experience in every client interaction.

What We're Looking For
  • 0-5 years of experience in financial planning or advisory services.
  • Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
  • Strong interpersonal skills with the ability to build rapport and trust with clients.
  • A team-first attitude and a growth mindset - you see opportunity where others see obstacles.
  • Comfortable with both the technical and relational sides of financial advising.
  • Ambition to become a lead advisor and grow your own book of business within our ecosystem.

Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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