Corporate Financial Advisor Jobs in Buffalo, 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 Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Strong interest in financial planning and investment management Excellent interpersonal...
In PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC-New York
- Magellan Federal, Inc.
- Buffalo, NY
- 7 days ago
- Buffalo, NY
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
Remotemodeling 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 PersonFinancial Advisor - Erie & Niagra County NY Territory
- AIG
- Clarence Center, NY (16 miles from Buffalo, NY)
- 17 days ago
- Clarence Center, NY (16 miles from Buffalo, NY)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
RemoteFinancial Advisor - Erie & Niagra County, NY
- AIG
- Ransomville, NY (23 miles from Buffalo, NY)
- 17 days ago
- Ransomville, NY (23 miles from Buffalo, NY)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
Remote- AIG
- Akron, NY (21 miles from Buffalo, NY)
- 17 days ago
- Akron, NY (21 miles from Buffalo, NY)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
RemoteConducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales...
In PersonTransaction Advisory Senior Consultant- Financial Due Diligence
- Withum
- Buffalo, NY
- 45+ days ago
- Buffalo, NY
- 45+ days ago
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals...
In PersonFinancial Solutions Advisor - Upstate New York Market
- Bank of America Corporation
- Niagara Falls, NY (15 miles from Buffalo, NY)
- 45+ days ago
- Niagara Falls, NY (15 miles from Buffalo, NY)
- 45+ 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...
In PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Buffalo, NY
- 60+ days ago
- Buffalo, NY
- 60+ days ago
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....
In Person- Edward Jones
- Williamsville, NY (10 miles from Buffalo, NY)
- 60+ days ago
- Williamsville, NY (10 miles from Buffalo, NY)
- 60+ days ago
This job posting is anticipated to remain open for 30 days, from 12-Mar-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonPersonal Financial Counselor - Army National Guard, Buffalo, NY
- Magellan Federal, Inc.
- Buffalo, NY
- 90+ days ago
- Buffalo, NY
- 90+ days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
RemoteDemographic Data for Buffalo, NY
Moving to Buffalo, NY? Find some basic demographic data about Buffalo, 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 Buffalo, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Buffalo, 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
- 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
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