ZipRecruiter

Log In

1

Finance Account Executive Jobs (NOW HIRING)

Consolidated Credit

Account Executive

Plantation, FL · On-site

$50K - $70K/yr

Our mission is to assist families throughout the United States in ending financial crisis and ... Account Executive Summary: As an Account Executive, you will work closely with clients to develop ...

Compas

Account Executive

San Francisco, CA · On-site

Account Executive COMPAS is searching for high-energy, self-motivated, Account Executives with ... Demonstrable knowledge of key ROI and TCO principles used in financial consolidation, budgeting ...

True Helix

Account Executive

Delmont, PA · On-site

Account Executive ID: 1005 Location: Delmont, PA Department: True Helix More about this job ... Experience with selling scheduling, payroll, billing, or financial systems * BS or BA in Business ...

Workforce

Account Executive

Richmond, VA · Remote

We provide DSCR, Rental Loans, Fix & Flip financing, Bridge Loans, and other investment property loan products to investors across the country. We're looking for experienced Account Executives who ...

Workforce

Account Executive

Richmond, VA · On-site

We provide DSCR, Rental Loans, Fix & Flip financing, Bridge Loans, and other investment property loan products to investors across the country. We're looking for experienced Account Executives who ...

Solera

Account Executive

Account Executive Who We Are Solera is a global leader in data and software services that strives ... Resolve payment disputes by collaborating with finance, sales, and customer support teams. * Track ...

Solera

Account Executive

Manhattan, NY · On-site +1

Account Executive Who We Are Solera is a global leader in data and software services that strives ... Resolve payment disputes by collaborating with finance, sales, and customer support teams. * Track ...

The Judge Group

Account Executive

Wayne, PA · On-site

The Judge Group is seeking a driven, results-oriented Account Executive to join our growing Health ... Fast-paced, performance-based culture that rewards success both publicly and financially * Growth ...

The Judge Group

Account Executive

Wayne, PA · On-site

Overview The Judge Group is seeking a driven, results-oriented Account Executive to join our ... Fast-paced, performance-based culture that rewards success both publicly and financially * Growth ...

next page

Showing results 1-20

All JobsBusiness JobsSales JobsAccount Executive JobsFinance Account Executive Jobs

Finance Account Executive information

See salary details

$30K

$79.2K

$143K

How much do finance account executive jobs pay per year?

As of Sep 11, 2026, the average yearly pay for finance account executive in the United States is $79,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $95,000.00 per year, depending on experience, location, and employer.

What does a finance account executive do?

A Finance Account Executive is responsible for managing client relationships and providing financial products or services, such as loans, investments, or insurance. They work to understand clients' financial needs, recommend suitable solutions, and ensure client satisfaction throughout the process. Additionally, they may be involved in prospecting new clients, negotiating terms, and achieving sales targets. Their role requires strong communication, analytical, and customer service skills.

What are the key skills and qualifications needed to thrive as a finance account executive?

To thrive as a Finance Account Executive, you need a solid understanding of financial principles, sales acumen, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial software like QuickBooks, Salesforce CRM, and Excel, as well as relevant certifications such as CPA or CFA, is highly beneficial. Excellent communication, negotiation, and relationship-building skills help you effectively manage client portfolios and resolve issues. These skills and qualifications are essential for building trust with clients, meeting sales targets, and ensuring accurate financial management.

What are some common challenges faced by finance account executives when managing client portfolios?

Finance Account Executives often encounter challenges such as balancing multiple client accounts with varying financial goals, staying updated on market trends, and ensuring compliance with regulatory requirements. They must also be adept at communicating complex financial information to clients with different levels of financial literacy. Building trust while delivering tailored solutions requires strong analytical and interpersonal skills, along with the ability to adapt quickly to changing client needs and industry regulations.

What is the difference between Finance Account Executive vs Financial Advisor?

AspectFinance Account ExecutiveFinancial Advisor
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like Series 7 or 63 may be preferredOften requires a bachelor's degree; certifications such as CFP or Series 7 are common
Work EnvironmentCorporate finance departments, sales teams, client account managementIndividual client consultations, financial planning firms, banks
Employer & IndustryFinancial services firms, banks, investment companiesFinancial planning firms, banks, independent advisory practices

Both roles involve financial knowledge and client interaction, but a Finance Account Executive focuses on managing corporate accounts and sales within financial institutions, while a Financial Advisor provides personalized financial planning and investment advice to individual clients.

Is a finance account executive a stressful job?

A finance account executive role can be stressful due to targets, client demands, and the need for accuracy in financial reporting. The job often requires strong communication skills, time management, and the ability to handle high-pressure situations, especially during busy periods or financial deadlines.

What cities are hiring for Finance Account Executive jobs?

Cities with the most Finance Account Executive job openings:

What states have the most Finance Account Executive jobs?

States with the most job openings for Finance Account Executive jobs include:

What are popular job titles related to Finance Account Executive jobs?

For Finance Account Executive jobs, the most frequently searched job titles are:

Finance Account Executive jobs near you
Infographic showing various Finance Account Executive job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $79,235 per year, or $38.1 per hour.

Commercial Finance - Account Executive

Auburn Hills, MI • On-site

Oxford Bank
Commercial Banking • 51 - 200 employees
Learn more about Oxford Bankexternal

Full-time

Posted 2 days ago

New

Job description

Job Summary
The Account Executive is responsible for managing all aspects of an assigned portfolio of clients ensuring these relationships meet Bank and Oxford Commercial Finance (OCF) standards. The standards include administering and underwriting relationships that will result in an acceptable level of credit risk with an appropriate rate of return for our stakeholders. The Account Executive may be tasked with additional responsibilities such as underwriting ABL or Factoring transactions and operational or portfolio matters as requested.
Primary Responsibilities
� Manage assigned portfolio of clients through complete and current knowledge of client's financial condition, management's capabilities, industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards.
� Responsible for ensuring all advances and loans comply with loan policy and approved structure.
� Responsible for documenting all client relationships to ensure approved and required legal documentation is received.
� Resolve ABL and factoring service problems, control operational costs and minimize loss of clients to competition.
� Propose changes in policies and procedures to reduce costs and provide better and more efficient services.
� Structure and underwrite changes to existing deals for management approval including presentation to OCF's credit committee when necessary.
� Understand OCF's credit policies and minimum underwriting standards.
� Work closely with Underwriter and Operations team members during the transition of prospects to new clients to assist with the closing, initial funding, and onboarding of new clients.
� Requires minimum amount of traveling to meet with clients and develop new business relationships.
� Other duties as assigned.
Qualifications and Skills
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.
� Experience in analyzing or underwriting factoring or asset-based lending transactions.
� Knowledge in secured lending with a focus on collateral analysis and cash flow.
� Organized and attention to detail required to understand and manage risk, amongst a diverse group of client relationships.
� Strong credit analysis and analytical skills.
� Ability to review and effectively spread financial statements.
� Excellent verbal and communication skills, with the further ability to effectively understand and negotiate legal documents.
Education and Experience
� Bachelor's degree with a concentration in accounting or finance is preferred.
� Previous field exam experience working on secured lending transactions is preferred.
� Three or more years� experience in asset-based lending positions. Such experience should include proficiency in managing or underwriting more complex capital structures (i.e., inventory and equipment loans) and strong financial and analytical skills.
*This position will comply with all BSA compliance laws and regulations including the Bank's BSA policy and procedures.
Additional Information
Department: Oxford Commercial Finance � Reports to: Portfolio Manager � Travel: Minimal
Classification: Exempt � Employment Type: Full-time � Supervises: None
�Oxford Bank is an equal opportunity employer and is committed to providing equal employment opportunities and an environment free of discrimination and harassment. All employment decisions at Oxford Bank are made without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, veteran or disability status.�

Apply