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Executive Financial Advisor Jobs in Tennessee Ridge, TN

All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Tennessee Ridge, TN

Executive Financial Advisor information

See Tennessee Ridge, TN salary details

$32.5K

$92.2K

$130K

How much do executive financial advisor jobs pay per year?

As of Aug 2, 2026, the average yearly pay for executive financial advisor in Tennessee Ridge, TN is $92,171.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,700.00 and $118,200.00 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 job categories do people searching Executive Financial Advisor jobs in Tennessee Ridge, TN look for? The top searched job categories for Executive Financial Advisor jobs in Tennessee Ridge, TN are:
What cities near Tennessee Ridge, TN are hiring for Executive Financial Advisor jobs? Cities near Tennessee Ridge, TN with the most Executive Financial Advisor job openings:
Executive Financial Advisor jobs near you

Sales Team Leader

Executive Financial Partners LLC

Clarksville, TN • On-site

$90K - $110K/yr

Contractor

Posted 14 days ago

Job description

Company Overview:

At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our missionto help better the lives of our agents as well as our clients.

Position Description:

In this role, you'll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you'll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you'll guide your team, strengthen client relationships, and ensure your territory achieves its goals.

As a Sales Team Lead, you'll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success.

Core Responsibilities:

  • Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

  • Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

  • Deliver engaging group presentations that clearly communicate the value and impact of our products.

  • Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

  • Manage and grow your own book of business, becoming a trusted advisor in your territory.

  • Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

  • Ability to pass a pre-employment background check

  • Valid driver's license and reliable transportation

  • Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)

  • Bachelor's degree or 4+ years of professional experience
    (Relevant sales, leadership, or athletic experience considered)

Compensation & Growth

  • 1099 independent contractor role (self-employed, not a W-2 employee)

  • 100% commission-based compensation with uncapped earnings

  • Optional weekly draw available

  • Monthly cash bonuses and quarterly stock bonuses

  • Incentive trips and vested renewal commissions

  • Performance-based promotions

  • Schedule flexibility based on resultsnot hours

  • Ongoing sales training and leadership development

Apply nowto join a team that rewards effort, values growth, and invests in its people.
www.efpartnersllc.com