Corporate Financial Advisor Jobs in Bedford Hills, NY
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 & Planner - Brokerage/Premier Accounts
- Fairfield, CT (21 miles from Bedford Hills, NY)
- 2 days ago
- Fairfield, CT (21 miles from Bedford Hills, NY)
- 2 days ago
The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients...
- Valhalla, NY (10 miles from Bedford Hills, NY)
- 4 days ago
- Valhalla, NY (10 miles from Bedford Hills, NY)
- 4 days ago
Job Summary: Responsible for evaluating patient eligibility for various governmental programs for the un-insured/under-insured population. Must possess a keen understanding of patient registration...
- Norwalk, CT (14 miles from Bedford Hills, NY)
- 5 days ago
- Norwalk, CT (14 miles from Bedford Hills, NY)
- 5 days ago
Connecticut Institute for Communities, Inc.** Description: Connecticut Institute For Communities, Inc. (CIFC), seeks to hire a full-time Bilingual Financial Counselor. Under the direction of the...
Complex Claims Consultant - Financial Lines/Public D&O
- Tarrytown, NY (12 miles from Bedford Hills, NY)
- 9 days ago
- Tarrytown, NY (12 miles from Bedford Hills, NY)
- 9 days ago
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of...
Financial Solutions Advisor Stage II - Consumer Investments - Bergen West NJ Market
- Hillsdale, NJ (24 miles from Bedford Hills, NY)
- 9 days ago
- Hillsdale, NJ (24 miles from Bedford Hills, NY)
- 9 days ago
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...
Merrill Financial Solutions Advisor - Southern CT Market
- Stamford, CT (14 miles from Bedford Hills, NY)
- 12 days ago
- Stamford, CT (14 miles from Bedford Hills, NY)
- 12 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Danbury, CT (15 miles from Bedford Hills, NY)
- 14 days ago
- Danbury, CT (15 miles from Bedford Hills, NY)
- 14 days ago
*Summary:* The Financial Counselor is responsible for developing client relationships that will provide a "one touch" experience for primarily uninsured and underinsured patients as they go...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (14 miles from Bedford Hills, NY)
- 20 days ago
- Stamford, CT (14 miles from Bedford Hills, NY)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (22 miles from Bedford Hills, NY)
- 20 days ago
- Westwood, NJ (22 miles from Bedford Hills, NY)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
EPM Oracle Finance Consultant, Senior Associate
- Stamford, CT (14 miles from Bedford Hills, NY)
- 26 days ago
- Stamford, CT (14 miles from Bedford Hills, NY)
- 26 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
- Stamford, CT (14 miles from Bedford Hills, NY)
- 26 days ago
- Stamford, CT (14 miles from Bedford Hills, NY)
- 26 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...
Financial Advisor - Affinity Federal Credit Union
- Norwalk, CT (14 miles from Bedford Hills, NY)
- 26 days ago
- Norwalk, CT (14 miles from Bedford Hills, NY)
- 26 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Team Based Financial Advisor - Todd Financial
- Elmsford, NY (13 miles from Bedford Hills, NY)
- 29 days ago
- Elmsford, NY (13 miles from Bedford Hills, NY)
- 29 days ago
In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
Financial Consultant - Stamford, CT
- Stamford, CT (14 miles from Bedford Hills, NY)
- 30+ days ago
- Stamford, CT (14 miles from Bedford Hills, NY)
- 30+ days ago
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise Were...
Financial Solutions Advisor - Consumer Investments - Glen Cove - Forest Avenue Financial Center, NY
- Glen Cove, NY (24 miles from Bedford Hills, NY)
- 30+ days ago
- Glen Cove, NY (24 miles from Bedford Hills, NY)
- 30+ days ago
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...
Demographic Data for Bedford Hills, NY
Moving to Bedford Hills, NY? Find some basic demographic data about Bedford Hills, NY 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 Bedford Hills, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Bedford Hills, NY 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
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Relationship Management
- Wealth Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Month-End Close
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Billing
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Multitasking
- Sales
- Microsoft Excel
- 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 »