Corporate Financial Advisor Jobs in Kansas City, MO
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.
Patient Financial Advisor - Home Infusion (Remote w/ viable onsite requirements)
- The University of Kansas Health System
- Lenexa, KS (13 miles from Kansas City, MO)
- 6 days ago
- Lenexa, KS (13 miles from Kansas City, MO)
- 6 days ago
Patient Financial Advisor - Home Infusion (Remote w/ viable onsite requirements)Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing...
In Person- UMB FINANCIAL SERVICES INC
- Overland Park, KS (21 miles from Kansas City, MO)
- 6 days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 6 days ago
Products include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs...
In PersonPatient Financial Advisor Supervisor
- The University of Kansas Health System
- Kansas City, KS (1 mile from Kansas City, MO)
- 7 days ago
- Kansas City, KS (1 mile from Kansas City, MO)
- 7 days ago
Patient Financial Advisor SupervisorDays - Full TimeBell Hospital Position Summary / Career Interest: The Patient Financial Advising Supervisor is responsible for overseeing the financial...
In PersonFinancial Solutions Advisor Registration Candidate - Barry Road at Zona Rosa, Greater KC
- Bank Of America
- Kansas City, MO
- 7 days ago
- Kansas City, MO
- 7 days ago
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA....
In Person- UMB
- Leawood, KS (10 miles from Kansas City, MO)
- 8 days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 8 days ago
Products include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs...
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Kansas City, MO
- 12 days ago
- Kansas City, MO
- 12 days ago
modeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonPersonal Financial Counselor, PFC- Fort Leavenworth, KS
- Magellan Health Services
- Fort Leavenworth, KS (24 miles from Kansas City, MO)
- 19 days ago
- Fort Leavenworth, KS (24 miles from Kansas City, MO)
- 19 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonPatient Financial Advisor Supervisor - Infusion Services
- The University of Kansas Hospital
- Lenexa, KS (13 miles from Kansas City, MO)
- 22 days ago
- Lenexa, KS (13 miles from Kansas City, MO)
- 22 days ago
Position Title Patient Financial Advisor Supervisor - Infusion Services Southlake Campus Position Summary / Career Interest: The Patient Financial Advising Supervisor is responsible for overseeing...
In PersonPatient Financial Advisor Supervisor - Home Infusion
- The University of Kansas Health System
- Lenexa, KS (13 miles from Kansas City, MO)
- 23 days ago
- Lenexa, KS (13 miles from Kansas City, MO)
- 23 days ago
Patient Financial Advisor Supervisor - Home InfusionSouthlake Campus Position Summary / Career Interest: The Patient Financial Advising Supervisor is responsible for overseeing the financial...
In PersonFinancial Solutions Advisor Registration Candidate - Greater KC Market
- Bank Of America
- Overland Park, KS (21 miles from Kansas City, MO)
- 30+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 30+ days ago
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA....
In PersonPatient Financial Advisor - Hybrid
- The University of Kansas Health System
- Kansas City, KS (1 mile from Kansas City, MO)
- 30+ days ago
- Kansas City, KS (1 mile from Kansas City, MO)
- 30+ days ago
Patient Financial Advisor - HybridMedical Pavilion Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families...
HybridWealth Financial Advisor - Kansas City, MO
- Corebridge Financial Inc.
- Overland Park, KS (21 miles from Kansas City, MO)
- 60+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 60+ days ago
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
In Person- Capitol Federal Savings Bank
- Overland Park, KS (21 miles from Kansas City, MO)
- 90+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 90+ days ago
Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is...
In PersonFinancial Advisor - Kansas City Metro
- Thrivent Financial for Lutherans
- Kansas City, MO
- 90+ days ago
- Kansas City, MO
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
In Person- Southern Missouri Bancorp, Inc.
- Leawood, KS (10 miles from Kansas City, MO)
- 90+ days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 90+ days ago
planning and wealth management solutions; Present seminars and educational sessions to clients and prospects; Train bank personnel on identifying and referring potential clients; Collaborate with bank...
In PersonDemographic Data for Kansas City, MO
Moving to Kansas City, MO? Find some basic demographic data about Kansas City, MO below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Kansas City, MO
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Kansas City, MO offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Background Checks
- Prospecting
- Flexibility
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Know Your Customer
- Retirement Planning
- Estate Planning
- Capital Markets
- Investment Management
- Client Relationships
- Portfolio Management
- Compensation and Benefits
- Mortgage Processing
- Financial Services
- Due Diligence
- Business Planning
- Acquisitions
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Consulting
- Coaching
- Interpersonal Skills
- Employee Development
- Policy Development
- Collaboration
- Sales
- Regulations
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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