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Executive Financial Advisor Jobs in Silver Spring, MD

Olney Theatre Center

Chief Financial Officer

Olney, MD · On-site

$90 - $110/hr

Advise the Executive Director and Board on fiscal risks and opportunities. * Represent the Finance and Administration department on Senior Staff. * Model inclusivity, transparency, and shared ...

New

LPL Financial

AVP, AI Risk and Governance

Arlington, VA · On-site +1

$117K - $195K/yr

Produce and support the production of materials for executive-level risk and governance committees ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...

LPL Financial

AVP, AI Risk and Governance

Arlington, VA · On-site

$117K - $195K/yr

Produce and support the production of materials for executive-level risk and governance committees ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...

STEPS Behavioral Health

Controller

Pikesville, MD · On-site

$130K - $145K/yr

The Controller partners closely with executive leadership to provide meaningful financial insights ... Serve as a trusted financial advisor by translating complex financial information into practical ...

Red Arch Solutions

Contracts Manager

Columbia, MD · On-site

$89K - $119K/yr

Formulate and deliver 60/90/120-day executive financial and option-period forecasts without ... advise on labor category structures, and contribute to cost and pricing proposal development.

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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 Aug 7, 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 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.
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Executive Financial Advisor jobs near you

Senior Vice President (SVP), CFO Services

CyberData Technologies

Alexandria, VA • On-site, Remote

Full-time

Re-posted 25 days ago

Job description


Title: Senior Vice President (SVP), CFO Services
Location: Old Town Alexandria, VA / Hybrid - Remote

Summary:
We are seeking a Senior Vice President (SVP), CFO Services to lead and grow our financial advisory practice. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.
The ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This individual will serve as a trusted advisor to clients while helping expand the firm's service offerings and client relationships.

Responsibilities:

  • Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements.
  • Provide strategic CFO advisory services to clients, including financial planning, performance improvement, and operational optimization.
  • Advise clients on mergers, acquisitions, divestitures, and other strategic transactions.
  • Analyze financial statements, business performance, cash flow, working capital, and key operational metrics.
  • Present findings and recommendations to executive leadership teams, investors, and stakeholders.
  • Develop and maintain strong client relationships, serving as a trusted financial advisor.
  • Identify and pursue business development opportunities to grow the CFO Services practice.
  • Mentor and develop junior team members while fostering a collaborative and high-performing environment.
  • Lead multiple client engagements while ensuring quality, timeliness, and client satisfaction.

Qualifications:

  • Bachelor's degree in Accounting, Finance, Business, or a related field.
  • CPA designation strongly preferred.
  • 10+ years of experience in Transaction Advisory Services (TAS), Deals Advisory, Quality of Earnings (QofE), or related financial consulting services.
  • Proven experience leading financial due diligence and transaction advisory engagements.
  • Strong knowledge of financial reporting, accounting principles, financial analysis, and business valuation concepts.
  • Experience advising private equity firms, portfolio companies, middle-market businesses, or corporate clients.
  • Demonstrated ability to build client relationships and generate new business opportunities.
  • Excellent leadership, communication, presentation, and stakeholder management skills.
  • Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment.
  • Executive presence with the ability to influence decision-making at senior leadership levels.