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Senior Financial Software Sales Jobs (NOW HIRING)

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

A Senior Financial Strategist is a seasoned professional who specializes in developing and ... Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

What You'll Be Doing A Senior Financial Strategist is a seasoned professional who specializes in ... Strong knowledge of current financial planning software and tools and proficiency in their use.

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

What You'll Be Doing A Senior Financial Strategist is a seasoned professional who specializes in ... Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a ...

AllSTEM Connections

Sr Financial Analyst

Orlando, FL · On-site

$93K - $104K/yr

Senior Financial Analyst (FP&A) Role Overview We are seeking an analytical and driven Senior ... Preferred Attributes • Experience utilizing enterprise financial software and ERP systems (such ...

Triwill Group

Our partner is looking for a Senior Associate Software Sales Specialist based in United States. This role offers an opportunity to build a career in enterprise software sales while working directly ...

STV Incorporated

$120K - $140K/yr

The Senior Financial Analyst will work with cross-functional teams to ensure accurate financial ... Proficiency in financial software and tools (e.g., Excel, financial planning software, ERP systems)

STV Incorporated

Senior Financial Analyst

Manhattan, NY · On-site

$120K - $140K/yr

The Senior Financial Analyst will work with cross-functional teams to ensure accurate financial ... Proficiency in financial software and tools (e.g., Excel, financial planning software, ERP systems)

US Venture, Inc.

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks ... Proficiency in Microsoft Excel and other financial software. * Ability to work independently and as ...

Socket.dev

$63K - $78K/yr

... software firm. They will also have unique exposure to the CFO and senior executives across functional groups. What you will do: * Serve as finance lead for Sales, providing data-driven insight that ...

BARTCA

Senior Financial Analyst

CA · On-site

$128K - $156K/yr

Experience with ERP financial software such as Oracle/ PeopleSoft Financials including budgeting ... to senior management and the Board of Directors. * May train assigned employees in their areas of ...

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How much do senior financial software sales jobs pay per year?

As of Sep 12, 2026, the average yearly pay for senior financial software sales in the United States is $94,113.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $119,500.00 per year, depending on experience, location, and employer.

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Senior Financial Software Sales jobs near you

Senior Financial Planner

Birmingham, AL • On-site

Stifel
Commercial Banking • 201 - 500 employees
Learn more about Stifelexternal

$71K - $95K/yr

Full-time

Re-posted 17 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.


• Work closely with families of significant wealth and complexity to analyze and coordinate an array of investments and structures.
• Develop and implement comprehensive strategies responsive to clients' needs and goals.
• Conduct detailed financial modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private investments, philanthropic giving, and estate planning.
• Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients’ motivations and needs.
• Offer guidance on tax planning and optimization to minimize clients' tax liabilities and structure of assets for estate planning.
• Work closely with 1919’s financial professionals as well as outside professionals to deliver integrated services to our clients.
• Analyze investment opportunities and recommend strategies to enhance clients' portfolios.
• Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals.
• Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.
• Stay updated on industry trends, regulations, and best practices to provide timely, informed advice.


• Extensive experience in financial planning, estate planning, and tax matters.
• Proficiency in financial modeling and analysis.
• Strong analytical skills with the ability to evaluate investment opportunities.
• Excellent communication and interpersonal skills.
• High level of integrity and professionalism.


• Minimum Required: Bachelor's degree in Finance or Business, or related field.
• Minimum Required: 5+ years of related experience working with high-net-worth individuals and families.
• Preferred: Advanced degree (MBA, JD, MS in Finance, etc.).


• Minimum Required: Series 65 license (or waiver).
• Preferred: Relevant industry designation, CPA preferred, CFP, and/or CFA.


• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Proficient in use of CRM system (i.e., Salesforce).
• Strong knowledge of current financial planning software and tools and proficiency in their use. Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting. 

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1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.

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