Corporate Financial Advisor Jobs in Clifton Park, 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 Solutions Advisor - Clifton Country Road Financial Center
- Bank Of America
- Clifton Park, NY
- 1 day ago
- Clifton Park, NY
- 1 day 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 PersonAdvisor Development Program - Financial Solutions Advisor Trainee: Troy Financial Center
- Bank Of America
- Troy, NY (12 miles from Clifton Park, NY)
- 6 days ago
- Troy, NY (12 miles from Clifton Park, NY)
- 6 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....
In PersonPersonal Financial Counselor - Air National Guard, Scotia, NY
- Magellan Federal, Inc.
- Scotia, NY (9 miles from Clifton Park, NY)
- 7 days ago
- Scotia, NY (9 miles from Clifton Park, NY)
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
RemoteSAP Finance Consultant- Product Costing Manager
- PwC
- Albany, NY (7 miles from Clifton Park, NY)
- 12 days ago
- Albany, NY (7 miles from Clifton Park, NY)
- 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 PersonSenior Consultant Financial Services - Risk & Regulatory
- Sia Partners
- Amsterdam, NY (19 miles from Clifton Park, NY)
- 13 days ago
- Amsterdam, NY (19 miles from Clifton Park, NY)
- 13 days ago
Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by...
RemoteSenior Consultant Financial Performance & Strategy
- Sia Partners
- Amsterdam, NY (19 miles from Clifton Park, NY)
- 13 days ago
- Amsterdam, NY (19 miles from Clifton Park, NY)
- 13 days ago
.Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by...
Remote- Edward Jones
- Troy, NY (12 miles from Clifton Park, NY)
- 13 days ago
- Troy, NY (12 miles from Clifton Park, NY)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 20-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- AIG
- Valley Falls, NY (14 miles from Clifton Park, NY)
- 16 days ago
- Valley Falls, NY (14 miles from Clifton Park, NY)
- 16 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 - Albany Area
- AIG
- Cohoes, NY (5 miles from Clifton Park, NY)
- 16 days ago
- Cohoes, NY (5 miles from Clifton Park, NY)
- 16 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 - Albany, NY
- Thrivent Financial for Lutherans
- Albany, NY (7 miles from Clifton Park, NY)
- 26 days ago
- Albany, NY (7 miles from Clifton Park, NY)
- 26 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 PersonSenior Solutions Consultant - Financial Services
- Workiva
- Amsterdam, NY (19 miles from Clifton Park, NY)
- 45+ days ago
- Amsterdam, NY (19 miles from Clifton Park, NY)
- 45+ days ago
The Senior Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves. The qualified...
In PersonFinancial Solutions Advisor - Albany / Hudson Valley Market
- Bank of America Corporation
- Latham, NY (6 miles from Clifton Park, NY)
- 45+ days ago
- Latham, NY (6 miles from Clifton Park, 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 Person- 1st National Bank of Scotia
- Scotia, NY (9 miles from Clifton Park, NY)
- 60+ days ago
- Scotia, NY (9 miles from Clifton Park, NY)
- 60+ days ago
Maintains a full working knowledge of various software packages to produce financial planning information for clients....
In PersonFinancial Counselor, Saratoga Hospital
- Albany Medical Health System
- Albany, NY (7 miles from Clifton Park, NY)
- 60+ days ago
- Albany, NY (7 miles from Clifton Park, NY)
- 60+ days ago
Department/Unit: Physicians Billing Work Shift: Day (United States of America) Salary Range: $40,495.10 - $52,643.64 The Albany Med Financial Counselor I position is responsible for providing...
In PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Albany, NY (7 miles from Clifton Park, NY)
- 90+ days ago
- Albany, NY (7 miles from Clifton Park, NY)
- 90+ days ago
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....
In PersonDemographic Data for Clifton Park, NY
Moving to Clifton Park, NY? Find some basic demographic data about Clifton Park, NY below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Clifton Park, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Clifton Park, 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
Other Career Titles
Here are some other career titles that require similar skills
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