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Executive Financial Advisor Jobs in Springfield, MA

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 ...

Reconomy

Key Account Executive

Windsor, CT · On-site

$110K - $130K/yr

... financial acumen - ability to build and present cost savings, pricing and margin analyses • ... Valid driver's license required; industry certifications (e.g., SWANA, TRUE Advisor) a plus Key ...

Kaloutas

Facility Services Account Executive

Hartford, CT · On-site

$90 - $140/hr

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 ...

Clutch Canada

GTM Finance Business Partner

Hartford, CT · On-site

$150 - $185/hr

... 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 ...

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Showing results 21-40

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

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 Sep 6, 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 Financial Advisor jobs near you

Banking Sales Executive

BLACKBIRD TALENT

Hartford, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Experience: 10+years

Designation: Sales Executive (Banking)

Location: New York / New Jersey / Chicago, IL/ Hartford, CT/Boston, MA

The Position:

Client seeks a motivated, high-energy sales professional to join our fast-paced, high-growth Banking software sales team in the US. The individual will be responsible for meeting or exceeding assigned sales targets by independently managing the end-to-end sales process to acquire new business from the assigned accounts/market segment. Prior experience of selling enterprise software solutions to the banking and financial services industry is a must. The role also requires working with network of global system integrators who provide a potent sales channel for the organization.

Travel Requirements:

This position requires extensive travelling for business reasons.

Qualifications and Experience:

·         Bachelor’s Degree is required.

·         10-20 years of experience in selling enterprise software solutions with focus on new business acquisition in the Banking and Financial segment.

·         Understanding of business processes such as Loan Origination, Account Opening, Trade Finance and its integration with Technology shall be an added advantage

·         Experience in selling BPM, ECM, Case Management, low-code development, and hyper-automation application shall be an advantage.

·         Experience of selling to large US banks and Fis’, including Credit Unionsis a MUST.

·         Experience in building consultative relationships with Senior decision makers at prospects and partners by engaging in regular face-to-face customer interactions.Should be able to “speak the language” of target market decision makers.

·         Proven ability to collaborate effectively across diverse internal departments in multiple geographic locations and multicultural settings.

·         Self-sufficient in generating market traction and executing lead generation strategies.

·         Has a proven track record of account planning, account management and meeting or exceeding sales quota.

Responsibilities:

·         Meet and exceed assigned revenue targets on a quarterly basis by identifying, developing, and closing opportunities in new business acquisition from Banking and FS vertical.

·         Oversee the Billing/ Contracting/ Collection of Payment from the customer as per the agreed terms and timeline (in liaison with internal teams at Newgen)

·         Create detailed, strategic target account plans, including partner/ alliance strategy to establish trusted advisor relationships with prospects, partners and clients to ensure maximum customer satisfaction and repeat business

·         Think and research strategically about their client’s business to create and propose compelling solutions using Newgen product and services.

·         Leverage Newgen resources to successfully identify and drive sales campaigns

·         Effectively manage a complex sales cycleto a successful close and win business

Additional Benefits:

·         401K Plan

·         Healthcare benefit

·         Dental & Vision Insurance

·         Paid Vacation