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Executive Financial Advisor Jobs in Riverside, CT

Long Island Financial Planning Firm

Be Seen First

Financial Planner

Melville, NY · On-site

$75K - $125K/yr

Dedicated executive-assistant and administrative support Our support structure is designed to allow advisors to spend more of their time on financial planning, investment management, and client ...

Long Island Financial Planning Firm

Be Seen First

Financial Planner

Melville, NY · On-site

$75K - $125K/yr

Dedicated executive-assistant and administrative support Our support structure is designed to allow advisors to spend more of their time on financial planning, investment management, and client ...

SmartAsset

Account Executive

New York, NY · On-site +1

$130K/yr

The Account Executive sales team at SmartAsset is a group of 50+ inside sales professionals and ... Becoming an expert in the financial advisor industry to better help identify strong advisor ...

Pontera

Mid-Market Account Executive

New York, NY · On-site

$185K - $225K/yr

Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms ... DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Riverside, CT

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 Representative

New York, NY

Northwestern Mutual - NYC
See more jobs at Northwestern Mutual - NYCexternal

Full-time

Medical, Life, Retirement

Re-posted 2 days ago

Job description

Company Description

Northwestern Mutual, one of the "World's Most Admired" companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.

Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the "World's Most Admired" life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.

Job Description

Financial Representative  |  Financial Advisor  |  Wealth Management Advisor 

As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:

- Comprehensive Financial Planning 

- Personal Planning Analysis

- Asset & Income Protection 

- Education Funding

- Investment & Advisory Services 

- Trust Services

- Estate Analysis 

- Retirement Solutions

- Business Needs Analysis 

- Employee & Executive Benefits



Responsibilities:

Offer a personalized approach to providing customized solutions tailored to each client's long term

financial goals and objectives.

Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing

financial risk and achieving financial security in the areas of life insurance, disability insurance, longterm

care insurance, annuities and investments.

Create a referral based practice to build your clientele.



Financial Representative Benefits:

Northwestern Mutual is committed to offering a comprehensive benefit program:

Top-Ranked Training Program

Competitive Benefits Package

Leadership Opportunities

Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)

Personalized Mentorship from Top Advisors and Industry Leaders

Unlimited Earning Potential

Qualifications

Bachelor's degree from a four-year institution

Strong interpersonal and networking skills

Self-starter and highly motivated

2 years of client facing experience

History of high achievement demonstrated by rapid growth and consistent, measurable results

Track record of outperforming peers

Ability to develop lasting, meaningful relationships as well as influence others

Additional Information

Northwestern Mutual is annually honored as one of the "World's Most Admired Companies" in the

life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE

magazine has surveyed industry executives and analysts 38 times to identify the companies that are

among the "Most Admired" in their industry, 38 times, Northwestern Mutual has earned that

distinction.

Northwestern Mutual is annually ranked as one of the "50 Best Companies to Sell For" by Selling

Power Magazine and recognizes as the best company to sell for in the financial services industry.

Business Week recently recognized Northwestern Mutual as one of the "Best Places to Launch a

Career".

Northwestern Mutual named "Best Places to Work" by Glassdoor.com (Ranking #1 in our industry).

Ranking organizations that excel at training and leadership development, Training magazine ranked

Northwestern Mutual among its "Training Top 125".

Ranked among the Top 10 independent broker-dealers as measured by total revenues by the

leading investment industry publications: Investment News; Financial Advisor magazine; Financial

Planning magazine; Investment Advisor magazine.


All your information will be kept confidential according to EEO guidelines.

Apply