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Executive Financial Advisor Jobs in Riverside, CT

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 ...

New

Nevis

Enterprise Account Executive

New York, NY · On-site

We are building the system financial advisors will run on for the next decade. Our AI completes ... Nevis was founded by an exceptional team of ex-Revolut executives and has raised a total of $40 ...

Ramp

Executive Assistant, Finance

New York, NY · On-site

$130K - $170K/yr

Act as a coordination hub across Legal, Finance, GTM, and external counsel or advisors to ensure ... Handle sensitive business, personnel, and financial information with the highest standard of ...

Preply

VP Finance

New York, NY · On-site

$150/day

This leader will act as a trusted advisor to the CFO, executive team, and Board, ensuring strong alignment between strategic priorities, financial performance, and investor confidence. What you'll be ...

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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 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.

Product Manager, Advisor Experience

Savvy Advisors, Inc.

New York, NY • On-site

$170K - $200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Job description

About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
  • Newsweek's America's Greatest Startup Workplaces (2026)
  • Fortune Best Workplaces in New York™ (2026)
  • Great Place to Work Certified™

The Role:
The Product Manager role is a high-impact role. You will operate in a very dynamic environment where you'll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them.
You will play a critical role in identifying market opportunities to expand value to existing customers and build new product lines. In doing so, you will be responsible for determining which products we should build next, the scope of each product surface area, what metrics we should drive towards, and more. You will also be responsible for leading projects from inception to production while partnering closely with engineering, design, and cross functional business partners to drive strong and rapid execution.
There's an endless amount of opportunity that we can be pursuing; yet the ability to focus and place our bets on a few highly impactful areas is how we'll continue to win. You'll hold the mantle in determining what those bets are and then relentlessly drive towards the finish line on a high velocity team.
In order to succeed in this role, the right candidate should be adept at navigating an ambiguous and fast-paced environment with limited guidance. You'd be a great fit if you aspire to be a future organization leader or founder.
Responsibilities:
  • Identify the best market opportunities for the business to pursue and create a compelling product vision & strategy around pursuing the opportunities.
  • Determine and articulate the actionable plan that will incrementally improve the product towards the product vision.
  • Build and continuously update the roadmap with a clear prioritization framework and rationale to meet the goals set out.
  • Research the market, customer, and the customer's problem by keeping up to date on industry news & trends, participating in user research and discovery calls, collaborating on customer surveys, and synthesizing the firehose of customer feedback.
  • Write product specifications for everyone to align on the problem to be solved, goal(s), scope of work, success metrics, project plan, and other relevant information to help engineers, designers, and cross-functional team members develop the product.
  • Own projects on the roadmap end-to-end to ship high-quality products for our customers.
  • Work with engineers and designers to drive projects to completion, unblocking any issues that come up along the way.
  • Come up with the right messaging for products for each relevant audience (end customer, marketing, sales, etc.)
  • Evaluate whether products have been successful in achieving their goals using metrics and feedback.
  • Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.
  • Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.

Must have:
  • 3+ years of product management experience.
  • 1+ years of experience at a high growth tech startup.
  • Experience working at a Series A - Series D startup
  • Experience working with engineers and designers in developing B2B (or B2B2C) software products.
  • Led at least one successful product/business line at a high growth tech startup.
  • Strong business, design, and technical sense and point of view
  • Experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.)
    • Have a strong stance around AI usage and enablement

Nice to have:
  • Experience working at technology-enabled services companies.
  • Experience working with internal stakeholders, specifically within the fintech space
  • BS or MS in computer science, engineering, or other technical degree.
  • Previously a founder of a technology company or thinking about becoming a founder in the future - PMs that do well at Savvy have an entrepreneurial mindset and always consider their ownership of their product lines when making decisions

Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

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