ZipRecruiter

Log In

1

Executive Financial Advisor Jobs in Springfield, MA

FAVARH

SVP, Chief Audit Executive

Hartford, CT

... a trusted advisor to the Board and executive leadership. The Opportunity The SVP, Chief Audit Executive will lead Internal Audit and Financial Controls & Reporting (FCR) with enterprise ...

BLACKBIRD TALENT

Banking Sales Executive

Hartford, CT · On-site

Prior experience of selling enterprise software solutions to the banking and financial services ... trusted advisor relationships with prospects, partners and clients to ensure maximum customer ...

Kaloutas

Facility Services Account Executive

Hartford, CT

$90K - $140K/yr

Act as a trusted advisor by identifying solutions that improve facility appearance, safety, uptime ... Participate in WIP meetings to monitor project progress and financial performance * Approve change ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Springfield, MA

Executive Financial Advisor information

See Springfield, MA salary details

$35.8K

$101.7K

$143.3K

How much do executive financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for executive financial advisor in Springfield, MA is $101,665.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,400.00 per year, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

For an Executive Financial Advisor, having $200,000 in assets or income can be sufficient to seek personalized financial planning and investment advice, especially if the advisor charges a percentage-based fee or flat rate. However, the adequacy depends on the complexity of your financial situation and the advisor's fee structure, as some services may require higher minimum investments or fees. It's important to discuss your financial goals and costs directly with the advisor to determine if your resources meet their requirements.

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, and why are they important?

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 is the 80/20 rule for financial advisors?

The 80/20 rule for financial advisors suggests that approximately 80% of their business often comes from 20% of their clients. This highlights the importance of building strong relationships with high-value clients and focusing on quality over quantity in client management.

What does an executive financial advisor do?

An executive financial advisor provides high-level financial planning and investment management services to high-net-worth individuals and corporate clients. They analyze financial data, develop personalized strategies, and often hold certifications such as CFP or CFA to ensure expertise. Their role involves advising on estate planning, tax strategies, and portfolio management to help clients achieve their financial goals.

Can financial advisors make $500,000 a year?

Executive financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized certifications like the CFP or CFA. High earnings often depend on commission, fees, and the size of assets under management, with top performers in the industry reaching this level through a combination of skills and client relationships.
What are the most commonly searched types of Financial Advisor jobs in Springfield, MA? The most popular types of Financial Advisor jobs in Springfield, MA are:
What are popular job titles related to Executive Financial Advisor jobs in Springfield, MA? For Executive Financial Advisor jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Executive Financial Advisor jobs in Springfield, MA look for? The top searched job categories for Executive Financial Advisor jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Executive Financial Advisor jobs? Cities near Springfield, MA with the most Executive Financial Advisor job openings:
Executive Financial Advisor jobs near you
Director, Financial Analysis & Reporting

Director, Financial Analysis & Reporting

The Hartford Financial Services Group, Inc.

Hartford, CT • On-site

$135K - $203K/yr

Full-time

Posted 5 days ago

The Hartford rating

8.8

Company rating: 8.8 out of 10

Based on 120 frontline employees who took The Breakroom Quiz

55th of 298 rated insurance

Job description

Dir Fin Analysis Rptg - FF06AE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Director, Technology Finance serves as a strategic finance leader supporting one of the company's largest and most critical investment areas. This role partners directly with Technology leadership to drive financial transparency, strengthen governance, and enable informed decision-making across run and invest spend.
This position leads a team and is accountable for advancing the Technology Finance operating model through enhanced reporting, automation, and business partnership.
This role will have a Hybrid work arrangement, with the expectation of working in the office (Hartford, CT) 3 days a week (Tuesday through Thursday).
Primary Responsibilities:
Executive Partnership & Decision Support
  • Serve as a strategic advisor to Technology leadership, providing clear financial insights and recommendations
  • Translate complex financial results into actionable guidance for executive decision-making
  • Deliver concise, executive-ready commentary on results, risks, and opportunities

Technology Spend Management & Financial Structuring
  • Oversee financial management of Technology spend, including run vs. invest, capital vs. expense, and lifecycle funding
  • Strengthen cost transparency by identifying and explaining key drivers of Technology and infrastructure spend
  • Oversee and continuously evolve the Technology allocation model, ensuring shared costs are aligned to business segment consumption; drive increased usage-based methodologies and provide clear, transparent reporting to segments to strengthen cost ownership and decision-making
  • Support funding decisions, tradeoffs, and prioritization across Technology portfolios

Planning, Forecasting & Financial Reporting
  • Lead development of Operating Plan, forecasts, and monthly financial results
  • Ensure accurate, timely reporting and variance analysis with clear linkage to underlying drivers
  • Improve forecast predictability through stronger governance and alignment to approved decisions

Finance Modernization & Process Improvement
  • Drive initiatives to modernize financial processes, reporting, and tools
  • Identify and implement automation opportunities to improve efficiency and insight generation
  • Standardize reporting and workflows to enhance consistency and scalability

Financial Controls & Governance
  • Ensure accuracy and integrity of financial information, including capitalization, allocations, and reserves
  • Strengthen processes supporting compliance with accounting policies
  • Provide oversight of contracts, invoices, and asset-related financial activities

Team Leadership & Development
  • Lead, coach, and develop a high-performing finance team
  • Establish clear expectations for ownership, accountability, and quality of work
  • Build team capability in financial modeling, analytics, and business partnership

Qualifications
  • Bachelor's degree in Finance, Accounting, or related field required; MBA or CPA preferred
  • 10+ years of finance experience, including FP&A and expense management
  • Proven experience leading teams and developing talent
  • Strong analytical and financial modeling skills; advanced Excel required, TM1 preferred
  • Experience driving process improvement and automation initiatives
  • Excellent communication skills with ability to influence senior leadership
  • Knowledge of GAAP and financial reporting concepts preferred

Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$135,600 - $203,400
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

What The Hartford employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Hartford logo

About Hartford

Sourced by ZipRecruiter

Hartford Financial Services Group, widely recognized as The Hartford, is a renowned company based in Hartford, CT, US. Established in 1810, it has evolved into an industry leader in the insurance and financial services sector, proudly serving more than one million businesses in the US. The Hartford is committed to offering a gamut of insurance products that include homeowners, automobile, and business insurance as well as employee benefits and mutual funds. The company’s core values revolve around customer-focused innovations, diversity and inclusion, and ethical dealings that have earned them a customer-centric reputation. This shapes their mission which revolves around aiding their clients to overcome unforeseen obstacles and enhancing their wealth over time. Among the company's noted accomplishments is being consistently listed among the World's Most Ethical Companies, a testament to their unwavering commitment towards responsible business practices.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Hartford, CT, US

Year founded

1810

Social media

FacebookTwitter

View All Hartford Jobs

Apply