1

Executive Financial Advisor Jobs in Silver Spring, MD

AVP, AI Risk and Governance

Arlington, VA ยท 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 ...

Client Executive, Commercial

Washington, DC ยท On-site +1

$86K - $117K/yr

Client Executive, Commercial - Position Summary The Client Executive, Commercial is responsible for ... advisor. Hands-On Execution & Delivery * Interpret carrier data, claims reports, and financial ...

New

Liaise with banks, financial institutions, accountants, tax advisors, insurance providers, investment professionals, attorneys, vendors, and other authorized parties on behalf of the executive.

New

AVP, AI Risk and Governance

Arlington, VA ยท 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 ...

Personal Accountant (Executive)

Reston, VA ยท On-site

$65K - $85K/yr

Liaise with banks, financial institutions, accountants, tax advisors, insurance providers, investment professionals, attorneys, vendors, and other authorized parties on behalf of the executive.

Controller

Pikesville, MD ยท 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 ...

Showing results 41-60

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 23, 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:

Chief Information Security Officer (CISO) - Financial Services

Hartman Executive Advisors

Baltimore, MD โ€ข On-site

$180 - $260/hr

Other

Medical, Dental, Vision, Retirement

Posted 23 hours ago

Posted today


Job description

Chief Information Security Officer (CISO) - Financial Services
  • Information Technology

Hartman Executive Advisors was founded with the vision of providing business-focused, vendor-independent consulting to mid-sized companies. As independent, trusted strategic advisors to our clients, Hartmanโ€™s mission is to create meaningful business outcomes that foster growth, greater financial returns and market dominance. By developing a deep understanding of the business challenges arising from poorly aligned technology and uncovering the transformational opportunities that result from strategically aligned technology, we set the path to advance, cultivate and leverage people, processes and systems to change and transform organizations. At Hartman, we deliver powerful business outcomes by leveraging technology strategy as a game-changer for our clients.

We are seeking a Chief Information Security Officer (CISO) with the executive presence, strategic mindset, and modern security experience to help lead clients through todayโ€™s most complex cybersecurity, risk, and compliance challenges.

SUMMARY Hartman Executive Advisors is seeking an experienced Chief Information Security Officer (CISO) to lead holistic Information Technology Security Programs across Hartmanโ€™s financial services client portfolios, primarily consisting of community banks and credit unions that address the full scope of cybersecurity, risk management, and compliance domains. The program includes cybersecurity, risk, and compliance oversight, strategy, governance, and leadership for clients across non-profit and association industries. This is a senior-level, client-facing role responsible for advising executive leadership, shaping cybersecurity, risk, and compliance programs, and driving measurable program improvements and outcomes.

The CISO oversees program development, implementation, and oversight, the associated tactical projects such as risk assessments, regulatory compliance, incident readiness, and security and risk roadmap execution. Working in partnership with technology and security teams, this role serves as a trusted executive guiding organizations in navigating evolving threats, technologies, and regulatory pressures.

As a Hartman CISO, you will:

  • Lead cybersecurity, risk management, and compliance strategy across multiple client organizations
  • Engage directly with CEOs, CFOs, COOs, CIOs, and boards
  • Build modern, resilient security programs aligned to business outcomes
  • Translate evolving threats into clear, actionable roadmaps
  • Help clients navigate cloud, identity, regulatory, and AI-driven risk
  • Serve as a trusted, independent advisor

QUALIFICATIONS

  • +7 years of progressively more responsible cyber security leadership roles preferably within a community bank or credit union environment
  • Experience functioning as a CISO, vCISO, or senior cybersecurity leader supporting multiple business environmentsBroad knowledge of security frameworks, regulatory requirements, compliance programs, and industry best practices
  • Ability to translate technical concepts into business-level risk and executive decision support
  • Experience with cloud security, identity, incident response, third-party risk, and modern cybersecurity architectures
  • Strong interpersonal, communication, and presentation skills, including experience briefing boards and C-suite leaders
  • Ability to effectively interact with outside vendors and achieve the maximum benefit
  • Process-focused mindset in which to address business problems
  • Vigilant accountability in relation to deadlines and deliverables
  • Proven ability to gather, understand, document, and communicate business requirements and to translate these into systems specifications/project deliverables
  • Excellent planning, organizing, budgeting, verbal, writing, executive presentation, and meeting management skills
  • Ability to interact effectively across organization/ diverse cultures, and communicate clearly, concisely, and persuasively
  • Initiative to identify and communicate opportunities to contribute additional value to existing and prospective clients
  • Ability to align/ focus resources across the organization in achieving short and long-term goals

EDUCATION

  • Bachelorโ€™s degree required; advanced degree or relevant certifications (CISSP, CISM) preferred

JOB TYPE: Full-Time

BENEFITS: Medical, Dental, Vision, 401k with match

#J-18808-Ljbffr