Corporate Financial Advisor Jobs in Minnesota
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.
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Advisor Recruiting Experience Consultant
- Minneapolis, MN
- 3 days ago
- Minneapolis, MN
- 3 days ago
Wealth Management by playing a major role in the efforts to recruit experienced financial advisors....
Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes....
Remote Work$1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an Optum employee, you will provide support to the Allina Health account. The...
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
Primary Responsibilities Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Identifies and follow...
We anticipate the application window for this opening will close on - 24 Aug 2025 At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare...
Financial Advisor Financial Advisor
- Inver Grove Heights, MN
- 9 days ago
- Inver Grove Heights, MN
- 9 days ago
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Financial Consultant - Neurovascular Sales Finance
- Minneapolis, MN
- 9 days ago
- Minneapolis, MN
- 9 days ago
We anticipate the application window for this opening will close on - 24 Aug 2025 At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare...
Sr. Financial Functional Consultant - Adaptive Planning - Workday Success Plans
- Minneapolis, MN
- 11 days ago
- Minneapolis, MN
- 11 days ago
Planning Expertise:Implementation experience with Workday Adaptive PlanningProficiency in creating and managing financial models within the platform.Ability to develop complex reports and dashboards...
Finance Consultant, GCO Channel Innovations. On Site
- Minneapolis, MN
- 11 days ago
- Minneapolis, MN
- 11 days ago
Must Have: Broad finance background that includes: financial planning and analysis, commercial/sales finance support, budgeting, financial modeling and sound business acumen Undergraduate degree in...
Description NorthPoint Health and Wellness Center is seeking a Financial Counselor to serve as Northpoint's primary contact for patient financial access compliance in accordance with established...
modeling, or rate setting Ability to work on team projects and initiatives in a dynamic environment Advanced MS Office skills What makes you stand out?...
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Demographic Data for Minnesota
Moving to Minnesota? Find some basic demographic data about Minnesota below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Minnesota
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Minnesota offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Outside Sales
- Scheduling Appointments
- Background Checks
- Military Background
- Claims
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Reimbursement
- Strategy Development
- Relationship Management
- General Office Duties
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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