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Executive Financial Advisor Jobs (NOW HIRING)

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Executive Coaching * COI Partners * Marketing Platform * Flexible schedule * Opportunity for ... Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive ...

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Robert Half

Investment Executive

Hyannis, MA · On-site

$50K - $80K/yr

We are looking for a skilled and client-focused Investment Executive (Financial Advisor) to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building ...

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JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company ... executives. We offer sophisticated strategies built around individual needs, preferences, risk ...

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Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... executives. We offer sophisticated strategies built around individual needs, preferences, risk ...

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Executive Financial Advisor information

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$36K

$102.1K

$144K

How much do executive financial advisor jobs pay per year?

As of Jul 1, 2026, the average yearly pay for executive financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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.
More about Executive Financial Advisor jobs
What cities are hiring for Executive Financial Advisor jobs? Cities with the most Executive Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Executive Financial Advisor jobs? States with the most job openings for Executive Financial Advisor jobs include:
What job categories do people searching Executive Financial Advisor jobs look for? The top searched job categories for Executive Financial Advisor jobs are:
Executive Financial Advisor jobs near you
Infographic showing various Executive Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor

Financial Advisor

Proxy Financial

Addison, TX • Remote

$20K - $100K/mo

Full-time

Posted 22 days ago

Be an early applicant

Job description

Benefits:
  • Private Clubs / Offices
  • Executive Coaching
  • COI Partners
  • Marketing Platform
  • Flexible schedule
  • Opportunity for advancement

Benefits/Perks

  • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
  • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
  • Independence & Flexibility: Build your ideal practice without asset minimums.
  • Collaborative Network: Work with experts across planning, investments, insurance, and business services.
  • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
  • Eligible for Recruit Bonus
Job Summary

Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
  • Financial and estate planning
  • Investment management and private funds
  • Insurance and business solutions
  • Philanthropic and legacy planning
Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
  • Build and deepen long-term client relationships using The Proxy Way a holistic, client-first model.
  • Deliver tailored advice across financial, investment, and estate planning disciplines.
  • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
  • Leverage Proxys integrated platform and resources to scale your practice efficiently.
Qualifications
Minimum Requirements

  • $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
  • Series 65 and Life & Health licenses required (minimum).
  • 3+ years of experience in financial advising or planning.
  • Proven ability to independently conduct data-gathering, planning, and client onboarding.
  • Strong communication and relationship management skills.
Ideal Profile

  • $30M$75M AUM (as an experienced advisor).
  • Collaborative and self-awareknows when to engage specialists.
  • Growth mindset with a motivated commitment to long-term client success.
Proxy Regional Focus

We are actively building and expanding in key markets, including:
CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York).
Upcoming regional priorities: Hawaii and Seattle.

This is a remote position.