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Executive Financial Advisor Jobs in Riverside, CT

Avior Executive Search

Senior Wealth Advisor

New York, NY · On-site

$180K - $250K/yr

Provide integrated financial services advice to these clients including banking, credit, asset ... Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM ...

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 ...

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 ...

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 ...

Modern Life

Office & Executive Coordinator

New York, NY · On-site

$65K - $80K/yr

... advisors to better serve their clients, grow their businesses, and bring the future of the industry ... Discretion with sensitive information; you'll have visibility into executive, financial, and ...

Osaic

Sr. Financial Planning Strategist

Bridgeport, CT · On-site

$140K - $160K/yr

Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remoteapplicants may ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Soni Resources

Controller

Westbury, NY · On-site

$220K/yr

Prepare analyses and materials for executive leadership, the Board, and Finance, Audit, and Investment committees. * Lead special projects and serve as a trusted financial advisor across the ...

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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.

Senior Wealth Advisor

New York, NY • On-site

Avior Executive Search
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Avior Executive Searchexternal

$180K - $250K/yr

Full-time

Re-posted 23 days ago

Job description

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the NYC, Long Island or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments.
  • Manage, develop and retain full-service relationships with both UHNW & HNW clients.
  • Must have strong COI’s and or an established book of clients within the NY or NJ metro market and be able to self source.
  • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
  • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
  • Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
  • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
  • Actively participate in community and business functions/groups.
  • Possess a self-motivated, highly driven, and entrepreneurial personality.

 Required Experience:

  • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
  • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
  • Compensation will be tailored to the individual