Corporate Financial Advisor Jobs in Burlington, KY
A Corporate Financial Advisor plays a critical role in the finance industry. They offer strategic financial advice and direction to corporations to assist them in making informed decisions regarding investments, capital structure, cash management, and financial planning. This professional applies their knowledge of financial markets, tax laws, and insurance to help companies reach their financial objectives. They may also conduct risk assessments, prepare financial statements, and provide analysis of financial data to inform corporate strategy. Their understanding of corporate finance helps businesses optimize their financial performance, manage risk, and increase profitability.
To be an effective Corporate Financial Advisor, certain skills and qualifications are essential. They should have strong analytical, decision-making and problem-solving abilities, as well as excellent communication skills to present complex financial information in an understandable way. A bachelor's degree in finance, accounting, or related field is typically required, though many institutions prefer candidates with a Master's in Business Administration (MBA) or a Certified Financial Planner (CFP) certification. Prior to this role, a professional may have gained experience as a Financial Analyst, Investment Banker, or Corporate Financial Consultant. These roles often provide the necessary skills in analytical thinking, financial reporting, and strategic planning that are critical for success as a Corporate Financial Advisor.
- Cincinnati, OH (18 miles from Burlington, KY)
- 3 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 3 days ago
Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that...
- Lawrenceburg, IN (12 miles from Burlington, KY)
- 5 days ago
- Lawrenceburg, IN (12 miles from Burlington, KY)
- 5 days ago
The Financial Counselor serves as a vital resource for clients and their families navigating the complexities of insurance eligibility and benefits and providing tailored support to help clients...
- Cincinnati, OH (18 miles from Burlington, KY)
- 5 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 5 days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
EPM Oracle Finance Consultant, Senior Associate
- Cincinnati, OH (18 miles from Burlington, KY)
- 5 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 5 days ago
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
EPM Oracle Finance Consultant, Sr. Manager
- Cincinnati, OH (18 miles from Burlington, KY)
- 5 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 5 days ago
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
- Cincinnati, OH (18 miles from Burlington, KY)
- 10 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 10 days ago
Financial Advisor Financial Advisor Cincinnati, OH Job# 104583BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...
Financial Advisor - PNC Investments
- Fairfield, OH (24 miles from Burlington, KY)
- 12 days ago
- Fairfield, OH (24 miles from Burlington, KY)
- 12 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance....
Remote WorkSales Transformation Consultant - Financial Services
- Cincinnati, OH (18 miles from Burlington, KY)
- 16 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 16 days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
Financial Consultant Partner - Cincinnati, OH
- Newport, KY (15 miles from Burlington, KY)
- 18 days ago
- Newport, KY (15 miles from Burlington, KY)
- 18 days ago
plans for practice clients in partnership with your Sr....
Merrill Experienced Financial Advisor
- Cincinnati, OH (18 miles from Burlington, KY)
- 21 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 21 days ago
Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools,...
- Cincinnati, OH (18 miles from Burlington, KY)
- 29 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 29 days ago
American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured...
- Cincinnati, OH (18 miles from Burlington, KY)
- 30+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 30+ days ago
Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems,...
- Cincinnati, OH (18 miles from Burlington, KY)
- 45+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 45+ days ago
Job Overview: Responsible for interviewing patients to determine financial assistance eligibility for various assistance programs. Able to work independently, managing a dynamic workload, while...
Merrill Financial Solutions Advisor - Ohio Valley Market
- Cincinnati, OH (18 miles from Burlington, KY)
- 90+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 90+ days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
Demographic Data for Burlington, KY
Moving to Burlington, KY? Find some basic demographic data about Burlington, KY below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Corporate Financial Advisor Jobs in Burlington, KY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Burlington, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Mutual Funds
- Financial Planning
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Corporate Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »