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Executive Financial Advisor Jobs in Silver Spring, MD

Cherry Bekaert

Interim CFO - Nonprofit

Alexandria, VA · On-site

... executive leadership and the Board. The ideal candidate is both strategic and hands-on -someone who can confidently advise senior leadership while also diving into the details when necessary. Key ...

Cherry Bekaert

Interim CFO - Nonprofit

Alexandria, VA · On-site

... executive leadership and the Board. The ideal candidate is both strategic and hands-on -someone who can confidently advise senior leadership while also diving into the details when necessary. Key ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Silver Spring, MD

Executive Financial Advisor information

See Silver Spring, MD salary details

$37.1K

$105.3K

$148.4K

How much do executive financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for executive financial advisor in Silver Spring, MD is $105,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $135,000.00 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 Silver Spring, MD?

The most popular types of Financial Advisor jobs in Silver Spring, MD are:

What are popular job titles related to Executive Financial Advisor jobs in Silver Spring, MD?

For Executive Financial Advisor jobs in Silver Spring, MD, the most frequently searched job titles are:

What job categories do people searching Executive Financial Advisor jobs in Silver Spring, MD look for?

The top searched job categories for Executive Financial Advisor jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Executive Financial Advisor jobs?

Cities near Silver Spring, MD with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you

Patient Financial Advisor

EXECUTIVE PERSONNEL SERVICES INC

Silver Spring, MD

Full-time

Re-posted 7 days ago

Job description

Patient Financial Advisor

Job Description

As a Patient Financial Advisor you will:

a Confirm coverage requirements for scheduled patients

a Confirm eligibility for insured patients

a Obtain needed authorization for service where applicable for insured patients

a Monitor patient service counts to ensure services are aligned for payments

a Identify appropriate sources for patients based upon FPL guidelines

a Appropriately assess ability for payment plans or discount plans

a Appropriately refer patients to other payment sources (i.e. Medicaid eligibility vendor)

Qualifications include:

a Bilingual Spanish

a Minimum of 3 yearsa experience within a healthcare financial environment. Can include insurer or public health setting as well.

a At least one year establishing eligibility and/or payment authorizations

a Requires strong knowledge/training in government payor rules and regulations

a Requires strong knowledge/training regarding TPLs, WC, and other payment sources and liabilities

a High School Graduate or equivalent. Some college preferred.

a Covid-19 Vaccination is required.

.

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