ZipRecruiter

Log In

1

Executive Financial Consultant Jobs (NOW HIRING)

previous page

Showing results 41-60

All JobsFinancial Consultant JobsExecutive Financial Consultant Jobs

Executive Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do executive financial consultant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for executive financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an executive financial consultant?

To thrive as an Executive Financial Consultant, you need deep expertise in financial analysis, investment strategies, and wealth management, typically supported by a finance-related degree and relevant certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management tools, and CRM systems is also crucial. Exceptional interpersonal skills, strategic thinking, and the ability to communicate complex financial concepts clearly help build trust with high-net-worth clients. These skills and qualities are essential for providing tailored financial guidance, fostering client relationships, and achieving optimal financial outcomes.

What is the difference between Executive Financial Consultant vs Financial Advisor?

AspectExecutive Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentTypically works with high-net-worth clients or corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageUsed in consulting firms, private banks, and corporate settingsCommon in financial planning firms, banks, and independent practices

Executive Financial Consultants and Financial Advisors both provide financial guidance, but Executive Financial Consultants often focus on high-net-worth clients and corporate strategies, requiring advanced certifications. Financial Advisors serve a wider audience with more general financial planning services. The roles overlap in credentials and industry usage, but their client focus and work environment differ.

How does an executive financial consultant typically collaborate with other departments within an organization?

Executive Financial Consultants often work closely with departments such as accounting, operations, and executive leadership to provide comprehensive financial guidance. Their role involves facilitating strategic planning sessions, interpreting financial data for non-financial managers, and ensuring that all departments are aligned with the organization’s financial goals. Regular cross-functional meetings and clear communication are essential, as consultants must translate complex financial concepts for various teams and ensure that all stakeholders understand the implications of financial decisions.
What cities are hiring for Executive Financial Consultant jobs? Cities with the most Executive Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Executive Financial Consultant jobs? States with the most job openings for Executive Financial Consultant jobs include:
Executive Financial Consultant jobs near you

Enterprise Account Executive - Financial Services

Appian Corporation

Atlanta, GA

Full-time

Posted 17 days ago

Job description

The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian.Location: Remote (Southeast) | Work Model: RemoteAbout the Team

The Appian Commercial & Financial Services Sales team is a high-performing group dedicated to helping Fortune 500 companies and leading financial institutions revolutionize their business operations. Our mission is to expand Appian's footprint across the United States by demonstrating how our platform delivers AI-Powered Process Automation to solve the industry's most complex operational challenges. We operate as a collaborative ecosystem, working side-by-side with internal engineering, customer success, and partner networks to dominate the automation market.

The Opportunity

Are you inspired by the chance to solve your customers' biggest challenges? At Appian, you can make that kind of difference. As an Enterprise Account Executive, you will take full ownership of a strategic, high-growth geographic territory. This is an elite opportunity to sell market-leading Enterprise-Grade Orchestration software to decision-makers who are actively looking to modernize legacy infrastructure. You won't just manage relationships; you will act as a visionary advisor, leveraging use cases from industry pioneers to land net-new logos and accelerate your career trajectory.

What You'll Do
  • Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigating from initial client discovery to a successful close.
  • Build Top-of-Funnel Pipeline: Build a robust, sustainable pipeline through strategic prospecting, territory mapping, and proactive market engagement.
  • Deliver Value-Based Presentations: Deliver high-impact, value-based virtual and in-person presentations to Line of Business (LOB) and IT leadership, clearly communicating ROI and business value.
  • Orchestrate Cross-Functional Teams: Align internal cross-functional resources-including Customer Success, Solutions Consultants, and partner ecosystems-to maximize deal velocity and size.
  • Establish Trusted Advisor Status: Analyze industry and competitive trends to position Appian effectively against market alternatives, establishing yourself as a strategic advisor to senior executives.
Required Qualifications
  • Degree: Bachelor's Degree in Marketing, Business, Communications, Computer Science, or a related field.
  • Experience: 5+ years of direct software selling experience, featuring a minimum of 2 years as an Enterprise Account Executive.
  • Quota Achievement: Proven track record of consistent quota achievement and a history of winning net-new customer logos.
  • Deal Mastery: Demonstrated mastery managing complex enterprise sales cycles with a history of long, stable job tenure and a positive career trajectory.
  • Discovery Skills: Superb communication and presentation skills, with a demonstrated ability to execute deep client discovery and build comprehensive financial business cases.
Preferred Qualifications
  • Prior experience selling complex, multi-stakeholder software solutions directly to Commercial, Insurance, or Financial Services clients.
  • Mastery of strategic sales methodologies, such as MEDDPICC or Value-Based Selling.
  • We value experience with enterprise platforms such as Salesforce or ServiceNow, as these skills translate well into our Enterprise-Grade Orchestration environment.
 

#SaaS #EnterpriseSales #AccountExecutive #InsuranceTech #DigitalTransformation #LI-MB1

Apply