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Executive Financial Advisor Jobs in Springfield, MA

International Services, Inc.

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Business Mentor - Seasoned Executives

Hartford, CT · On-site

$110K - $140K/yr

Mentor - an experienced and trusted adviser. We are the largest small to medium-sized business ... delivering financially measurable results. The mission is difficult but the rewards are high.

Cigna

Strategic Planning Senior Director

Bloomfield, CT · On-site

The Senior Director serves as a trusted advisor to executive leadership and champions an enterprise ... Partner with Finance to integrate strategic priorities, financial scenarios, capital allocation ...

Crowe LLP

Marketing Events Lead Assistant Director

Hartford, CT · On-site

$40K - $50K/yr

... executive presence, project and financial management skills, and the ability to influence across a ... Develop trusted advisor relationships with senior leaders, event sponsors, and cross-functional ...

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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

Business Mentor - Seasoned Executives

International Services, Inc.

Hartford, CT • On-site

$110K - $140K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 5 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Mentor – an experienced and trusted adviser. We are the largest small to medium-sized business consulting firm, and our client base needs your expertise. This is an opportunity for tested executives to become change agents for small to medium-sized business owners wanting assistance in improving their current business climate. If you have proven abilities and verifiable performance in productivity and profit enhancements, sales improvement, organizational and operational turnaround, this might be the opportunity for you.

Our mission is clear and simple: we improve all aspects of our clients’ company by being directly involved in transforming the day-to-day behaviors of owners and employees and always delivering financially measurable results. The mission is difficult but the rewards are high. Clients tend to be privately owned, small to medium-sized businesses ($1-$15 Million).

We are looking for mentors available immediately. If you have the passion, confidence, and tenacity to change people's behavior and improve their lives and livelihood, send us your resume for consideration.

Requirements:

  • A minimum of 10 years of: successful business management experience and/or business ownership is required
  • You must be experienced with Profit & Loss Statements, Cash Flow Forecasting and Budgeting
  • Skills in creatively increasing sales, implementing effective and efficient operations and behavioral modifications are necessary
  • In addition, you must have hands-on experience in managing teams of people and computer proficiency (MS Office, particularly Excel)
  • Four-year college/university degree required
  • This is a 100% travel position. You must be willing to fly from your home airport every Sunday night, and not return home until Friday afternoon
  • You must possess a PC Compatible laptop computer & portable printer

Our company is an equal employment opportunity company with a drug free work place. We have a very competitive compensation package of $110,000-$140,000, with a first-year average of $130K. Our experienced Consultants and Project Managers earn well into the six (6) figure incomes. We also provide the opportunity to become an integral part of the continued growth of our organization.


Women and minorities are encouraged to apply.


Please forward resume to Human Resources.