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Executive Financial Advisor Jobs in Rochester Hills, MI

Mainstay Capital Management, LLC

Be Seen First

Investment Advisor / Financial Consultant

Troy, MI · On-site

$110K - $350K/yr

Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are ...

Osaic

Sr. Financial Planning Strategist

Detroit, MI · 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 ...

ConnectPay

Sales Executive

Detroit, MI

... financial advisors, bookkeepers, bankers, etc ConnectPay offers Sales Exec's an industry ... competitive base salary, along with commission and bonus programs; and employee benefits such as ...

ConnectPay

Sales Executive

Detroit, MI · On-site

... financial advisors, bookkeepers, bankers, etc ConnectPay offers Sales Exec's an industry ... competitive base salary, along with commission and bonus programs; and employee benefits such as ...

Venteon

Chief Financial Officer

Waterford, MI · On-site

The successful candidate will combine hands-on financial control, with the strategic judgment to serve as a trusted long-term advisor to the CEO, sponsor, and board. REQUIREMENTS / QUALIFICATIONS for ...

Robert Half

CFO

Troy, MI · On-site

... and executive leadership. * Develop board-ready financial packages, dashboards, forecasts and presentations. * Partner with outside advisors to understand key valuation drivers and incorporate ...

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Executive Financial Advisor information

See Rochester Hills, MI salary details

$33.1K

$94K

$132.5K

How much do executive financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for executive financial advisor in Rochester Hills, MI is $94,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $120,600.00 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 Rochester Hills, MI?

The most popular types of Financial Advisor jobs in Rochester Hills, MI are:

What are popular job titles related to Executive Financial Advisor jobs in Rochester Hills, MI?

For Executive Financial Advisor jobs in Rochester Hills, MI, the most frequently searched job titles are:

What job categories do people searching Executive Financial Advisor jobs in Rochester Hills, MI look for?

The top searched job categories for Executive Financial Advisor jobs in Rochester Hills, MI are:

What cities near Rochester Hills, MI are hiring for Executive Financial Advisor jobs?

Cities near Rochester Hills, MI with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you
Infographic showing various Executive Financial Advisor job openings in Rochester Hills, MI as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $94,010 per year, or $45.2 per hour.

Investment Executive (Financial Advisor) Westside Detroit Metro

Livonia, MI • On-site

Fifth Third Bank

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

106th of 173 rated banks

Good employer

Recommended by students

Recommended by parents

Learn more about Fifth Third Bankexternal

Full-time

Re-posted 10 days ago

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Achieving sales goals while serving the clients' best interests.
  • Plan and conduct individual and group coaching sessions with retail bank employees.
  • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
  • Handle daily client needs and problems and prioritize and delegate tasks to resolve.
  • Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
  • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
  • Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
  • Ability to delegate tasks and follow-through.
  • Prepare necessary internal reports for sales tracking.
  • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
  • Conduct internal and external seminars to focus on business development and growth.
  • Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
  • Serves as a coach and mentor for licensed bank employees.
  • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
  • Guide and promote progress toward established goals for team.
  • Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
  • Prior Brokerage Industry Experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
  • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
  • Demonstrated ability to simplify and communicate complex financial concepts.
  • Proven experience in building strong internal and external client relationships.
  • Highly developed knowledge of the securities business, investment products and financial solutions.
  • Highly developed sales and presentation skills.
  • Travel required within assigned territory.

#LI-GO1
Investment Executive (Financial Advisor) Westside Detroit Metro
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Livonia, Michigan 48150
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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