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Executive Financial Advisor Jobs (NOW HIRING)

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 ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States. With ...

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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 23, 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:
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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 July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Investment Executive

Investment Executive

Robert Half

Hyannis, MA • On-site

$50K - $80K/yr

Full-time

Posted 27 days ago

Job description

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 and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals.


Responsibilities:

  • Develop and implement personalized investment strategies that align with clients' financial objectives.
  • Manage and grow a portfolio of client relationships by delivering exceptional service and advice.
  • Execute investment transactions with precision while adhering to compliance and regulatory standards.
  • Identify opportunities to expand business through proactive networking and relationship-building.
  • Collaborate with internal teams to ensure a seamless and efficient client experience.
  • Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.
  • Prepare and present detailed financial plans and investment strategies to clients.
  • Facilitate insurance solutions that complement clients' overall financial plans.

Qualifications: 

  • Minimum of 5 years of experience in wealth/investment services, banking or financial advisory industry
  • Active Series 7, 63, or (65/66) licenses are required.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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