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Executive Financial Advisor Jobs in Springfield, MA

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 ...

GTM Finance Business Partner

Hartford, CT ยท On-site

$150 - $185/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... FP&A team and serve as a strategic finance leader to our regional GTM executives. Cato's GTM ... Serve as the primary finance partner to the regional GTM leader / CMO. * Act as a trusted advisor ...

Financial Services Tax - Real Estate Director

Hartford, CT ยท On-site

$150K - $438K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You'll advise clients on their local and overseas tax affairs, while acting as a strategic ... impactful executive-level client relations. You are expected to provide exceptional technical ...

Oracle Finance Senior Manager

Hartford, CT ยท On-site

$110K - $149K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... Advise clients on package selection, fit-gap analysis, and solution design to align business ...

Showing results 21-40

Executive Financial Advisor information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

How much do executive financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for executive financial advisor in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 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 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 Human Resource Business Partner

UMass Amherst

Amherst, MA โ€ข On-site

Other

Posted 20 days ago


Job description

Title: Executive Human Resource Business Partner

Executive Area: Administration and Finance

College/School/MBU: Administration & Finance

Department: VC Admin & Finance HR

Work Location: Amherst

Schedule:Full time

Work Arrangement:Hybrid

Job Summary

UMass Amherst is seeking an experienced and strategic Executive Human Resource Business Partner (HRBP) to provide leadership and direction to a team of HR Business Partners who support all units across the University within Administration and Finance (A&F). Reporting to the Senior Director for HR Embedded Services with a dotted line to the Administration and Finance Vice Chancellor, the Executive HRBP plays a critical role in delivering high-impact HR services that align talent strategy with the University's academic and operational priorities.
The Executive HRBP serves as a member of the A&F leadership team and senior advisor to institutional leaders while coaching and developing HRBPs in their work as strategic consultants. The Executive HRBP collaborates with Centers of Excellence (COEs) across Compensation & Talent Acquisition, Employee Engagement, Labor Relations, and Total Rewards to deliver integrated HR solutions and drive change across a complex, unionized higher education environment.

Essential Functions

Strategic HR Leadership
Serves as a senior HR advisor tothe Vice Chancellor of A&F, allassigned department heads, and administrative leaders, providing guidance on workforce strategy, organizational design, talent planning, and change management.
Partners with senior leadership to understand unit goals and challenges and align HR solutions that advance institutional strategy.
Promotes a culture of inclusion, accountability, engagement, and continuous improvement across all assigned areas.
Team Supervision & Development
Leads, coaches, and develops a team of 4-6+ HR Business Partners whoserveassigned academic and administrative units.
Provides direction, feedback, and support to ensure consistency, quality, and impact of HRBP service delivery across the university.
Manages workload distribution and ensuresappropriate coveragefor portfolios and strategic initiatives.
Talent Management & Workforce Planning
Partners with units to develop and implement workforce and succession plans aligned with current and future talent needs.
Collaborates with Employee Engagement and Talent Development teams to assess leadership bench strength andidentifydevelopment opportunities.
Facilitates talent reviews and consults on job architecture, promotions, and organizational structure.
Employee & Labor Relations
Leads and supports the HRBP team in managing all aspects of employee relations, includingdisciplinary proceedings and investigations,performance management, corrective actions, workplace concerns, grievance handling, and policy interpretation.
Ensures HRBPs provide consistent and effective ER guidance to supervisors and employees, with routine matters handled by HRBP I/II roles and complex or high-risk issues escalated to HRBP III/senior HRBPs or the HRBP Lead.
Fosters a proactive and solutions-focused ER approach that promotes accountability, inclusion, and employee engagement.
Collaborates with the Labor Relations COE on matters involving collective bargaining agreements, formal grievances, and union engagement, ensuring alignment between employee relations actions and contractual obligations.
Supports HRBPs in partnering effectively with the Labor Relations COE for issues thatintersectboth ER and LR scopes.
Organizational Design & Change Management
Leads or consults on organizational assessments, restructures, and change initiatives, ensuring alignment with institutional priorities and financial sustainability.
Provides guidance on job redesigns, spans of control, and reporting structures to improve operational effectiveness.
HR Program Implementation
Serves as a liaison between Embedded Services and HR COE's to ensure seamless implementation of HR programs (e.g., performance management, engagement surveys,meritincreases).
Monitors trends, assesses impact, and recommends improvements to HR programs and policies based on stakeholder feedback and institutional needs.

Other Functions

Performs other duties as assigned.

Minimum Qualifications

Bachelor's degree in Human Resources, Organizational Development, Business Administration, or related field.
More than ten (10) years of progressive HR experience, including at least five (5) years ofpeopleleadership or team management experience.
Demonstrated experience as a strategic HR Business Partner or HR leader supporting senior-level clients.
Strong knowledge of workforce planning, employee relations, performance management, and organizational design.
Experience navigating a complex, matrixed, or unionized environment.
Strategic thinking skills with proven ability to lead change and align HR services with organizational goals.
Exceptional communication,influenceand relationship building skills.
Experience supervising or mentoring HR professionals.

Preferred Qualifications

Master's degreeor higherin Human Resources, Labor Relations, Public Administration, or related field.
Higher educationcampus operations, facilities, healthcare,or public-sector experience.
Working knowledge of collective bargaining agreements and labor relations practices.
Experience supervising or mentoring HR professionals.
Active HR certification (i.e.PHR, SHRM-CP).

Additional Details

Administration & Finance employs over 2,000 employees and 1,000 student employees, operates an annual budget of $350 million, and consists of diverse areas necessary to the continued operations of the university, such as: Finance & Budget; Facilities & Campus Services; Auxiliary Enterprises (Dining, Hotel, Conference Services); University Health Services; and Environmental Health & Safety.

Working Conditions

Work is performed in a standard office or indoor university environment and involves minimal physical exertion.

Work Schedule and Work Arrangement

Monday through Friday 8:30 AM - 5:00 PM.

This position has the opportunity for a hybrid work schedule, which is defined by the University as an arrangement where an employee's work is regularly performed at a location other than the campus workspace for a portion of the week. As this position is non-unit, it is subject to the terms and conditions of the University of Massachusetts Board of Trustees Non-Unit (Professional/or Classified) Employee Personnel Policy.

Salary Information

Pay Grade:PSSAP Grade 34

Click here to view the Professional Staff Hiring Ranges

Special Instructions for Applicants

Along with the application, please submit a resume. References will be checked at the finalist stage. Please be prepared to provide contact information for three (3) professional references.

This position will remain open for the time period required by any applicable collective bargaining agreement and will continue until a suitable candidate pool is identified. Interested applicants are strongly encouraged to apply early.