Corporate Financial Advisor Jobs in Lees Summit, 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.
Financial Advisor - Career Change Opportunity
- Leawood, KS (14 miles from Lees Summit, MO)
- 7 hours ago
- Leawood, KS (14 miles from Lees Summit, MO)
- 7 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Leawood, KS (14 miles from Lees Summit, MO)
- 12 hours ago
- Leawood, KS (14 miles from Lees Summit, MO)
- 12 hours ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Consultant (Remote Eligible)
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Ins Verifier/Financial Counselor - Admitting
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
Overview At St. Joseph Medical Center, our dedicated team of professionals is committed to our core values of quality, compassion, and community. As a member of Prime Healthcare, St. Joseph...
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
The Financial Advisor will be responsible for providing holistic and comprehensive financial solutions to clients, including financial planning, retirement planning, investment strategies, and financial...
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
Are you ready to take your career to the next level? At AFE Private Wealth, we're not just growing; we're scaling at 10x speed. And we need you to be part of this exciting experience - our people...
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
Company Description Metcalf Partners Wealth Management is a fast growing boutique Financial Planning and Asset Management Company that passionately desires to help clients make empowered decisions with...
- Leawood, KS (14 miles from Lees Summit, MO)
- 5 days ago
- Leawood, KS (14 miles from Lees Summit, MO)
- 5 days ago
Our advisors have access to a wide range of planning strategies, including: Wealth management and retirement planning Life and disability insurance solutions Real estate and alternative investments...
Financial Advisor - RIA Firm - Overland Park, KS
- Overland Park, KS (18 miles from Lees Summit, MO)
- 6 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 6 days ago
planning to their own list of clients Services and delivers financial planning to the firms small to mid-size clients Services existing clients with plan reviews including scheduling and delivering...
Financial Advisor - Kansas City
- Overland Park, KS (18 miles from Lees Summit, MO)
- 7 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 7 days ago
Thrivent Financial Advisor 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...
Lead Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments)
- Lenexa, KS (19 miles from Lees Summit, MO)
- 7 days ago
- Lenexa, KS (19 miles from Lees Summit, MO)
- 7 days ago
Position Title Lead Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments) Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor Lead is...
Remote WorkPatient Financial Advisor - Infusion Services (Remote w/ some onsite commitments)
- Lenexa, KS (19 miles from Lees Summit, MO)
- 7 days ago
- Lenexa, KS (19 miles from Lees Summit, MO)
- 7 days ago
Position Title Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments) Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor is responsible...
Remote WorkCompliance Consultant - Financial Marketing
- Kansas City, MO (18 miles from Lees Summit, MO)
- 8 days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 8 days ago
Our Firm American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global...
Ins Verifier/Financial Counselor - SJOMO Admitting Fac#1
- Kansas City, MO (18 miles from Lees Summit, MO)
- 8 days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 8 days ago
Overview At St. Joseph Medical Center, our dedicated team of professionals is committed to our core values of quality, compassion, and community. As a member of Prime Healthcare, St. Joseph...
Demographic Data for Lees Summit, MO
Moving to Lees Summit, MO? Find some basic demographic data about Lees Summit, MO below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Lees Summit, MO
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Lees Summit, 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
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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