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Executive Financial Advisor Jobs in Riverside, CT

Zoe Financial

Account Executive, Consumer Sales

New York, NY · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar ... Executive. We're excited about you because... You're passionate about delivering a superior client ...

Zoe Financial

Account Executive, Consumer Sales

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar ... Executive. We're excited about you because... You're passionate about delivering a superior client ...

Zoe Financial

Account Executive, Consumer Sales

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar ... Executive. We're excited about you because You're passionate about delivering a superior 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

  • Medical

  • Retirement

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 ...

New

Pontera

Mid-Market Account Executive

New York, NY

$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 ...

New

Zoe Financial

Account Executive, Wealth Platform

New York, NY · On-site

$80K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar ... About the Role As an Account Executive on the Platform Growth team here at Zoe Financial, your ...

Zoe Financial

Account Executive, Wealth Platform

New York, NY · Hybrid

$80K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar ... About the Role As an Account Executive on the Platform Growth team here at Zoe Financial, your ...

Zoe Financial

Account Executive, Wealth Platform

New York, NY · On-site

$80K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar ... About the Role As an Account Executive on the Platform Growth team here at Zoe Financial, your ...

Simon Quick Advisors

Associate

New York, NY · On-site

... Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around ...

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Showing results 21-40

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 Aug 15, 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 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 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.

Account Executive, Consumer Sales

Zoe Financial

New York, NY • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

About Zoe

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table.

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor Luminaries' 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.

The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

About the Role

As a sales representative at Zoe Financial, your primary responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in our network.

By joining Zoe, you'll play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.


Location: NYC (Work 5 days a week in Midtown office).

Reports to: Director of Client Services.

Level: Executive.

We're excited about you because...

You're passionate about delivering a superior client experience.

You're a motivated, high-energy self-starter who gets excited about picking up builds and making an impact.

You're unabashedly curious and insanely helpful, with a high level of interest in optimizing features, processes, and procedures.

You have a high level of attention to detail and organizational skills.

You have exceptional interpersonal and communication skills, working with cross-functional teams.

You'll love working at Zoe because we...

  • Are a successful, well-funded, fast-growing company with a start-up work vibe.
  • Are passionate about our clients and live/breathe the client experience.
  • We hire A players. So you will be surrounded by the 'Navy Seals' of their craft that will push you to improve
  • Are a technologically and data-driven business.
  • Offer competitive salaries and equity.
  • Are at the forefront of tech & finance, redefining personal finance.
  • Believe in autonomy & take the initiative.

Responsibilities:

  • Conducting personalized conversations to assess client needs.
  • Ensuring clients understand the benefits of working with a fiduciary advisor.
  • Providing a seamless, professional, and trust-building experience.


Requirements:

  • 2-5 years of experience in sales
  • Bachelor's Degree
  • Strong understanding of investment products, financial markets, and account management processes.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
  • Self-motivator with a collaborative spirit
  • Flexibility in adapting to new technologies and environments
  • Want to work in an office environment, alongside Zoe's Leadership Team.

Benefits:

  • Compensation includes a competitive base salary and bonuses.
  • Healthcare, Dental & Vision Coverage.
  • Commuting & Gym benefits.
  • 401(K).
  • Opportunity to shape the culture of a fast-growing company as an early team member.
  • Annual company offsite in New York City for our Colombia-based team - travel expenses covered!
  • Three weeks PTO.
  • Breakfast provided on Tuesdays, Lunch provided on Fridays.

#LI-DNI

Employment Type: FULL_TIME

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