Corporate Financial Advisor Jobs in Jericho, 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 - Career Change Opportunity
- Plainview, NY (3 miles from Jericho, NY)
- 4 days ago
- Plainview, NY (3 miles from Jericho, NY)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Borough Park/Brooklyn, NY
- New York, NY (23 miles from Jericho, NY)
- 20 hours ago
- New York, NY (23 miles from Jericho, NY)
- 20 hours ago
Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning...
- New York, NY (23 miles from Jericho, NY)
- 2 days ago
- New York, NY (23 miles from Jericho, NY)
- 2 days ago
This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better...
- New York, NY (23 miles from Jericho, NY)
- 2 days ago
- New York, NY (23 miles from Jericho, NY)
- 2 days ago
knowledge of our financial planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce) Participate in regular internal meetings Work...
Consultant - Financial Solutions, Payer Provider Consulting - Campus 2025
- New York, NY (23 miles from Jericho, NY)
- 3 days ago
- New York, NY (23 miles from Jericho, NY)
- 3 days ago
Job Family: Finance & Accounting Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse's Payer Provider Financial Solutions Area helps hospitals, health...
Merrill Financial Solutions Advisor - SD Financial Market
- New York, NY (23 miles from Jericho, NY)
- 3 days ago
- New York, NY (23 miles from Jericho, NY)
- 3 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....
Financial Solutions Advisor Stage II - Consumer Investments - South Brooklyn / Staten Island Market
- Brooklyn, NY (24 miles from Jericho, NY)
- 3 days ago
- Brooklyn, NY (24 miles from Jericho, NY)
- 3 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...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (7 miles from Jericho, NY)
- 4 days ago
- Melville, NY (7 miles from Jericho, NY)
- 4 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Valhalla, NY (23 miles from Jericho, NY)
- 4 days ago
- Valhalla, NY (23 miles from Jericho, 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...
- Plainview, NY (3 miles from Jericho, NY)
- 4 days ago
- Plainview, NY (3 miles from Jericho, NY)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Norwalk, CT (23 miles from Jericho, NY)
- 5 days ago
- Norwalk, CT (23 miles from Jericho, 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...
Financial Advisor & Planner - Brokerage/Premier Accounts
- Stamford, CT (18 miles from Jericho, NY)
- 5 days ago
- Stamford, CT (18 miles from Jericho, NY)
- 5 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...
Complex Claims Consultant - Financial Lines/Public D&O
- New York, NY (23 miles from Jericho, NY)
- 9 days ago
- New York, NY (23 miles from Jericho, 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
- Tenafly, NJ (22 miles from Jericho, NY)
- 9 days ago
- Tenafly, NJ (22 miles from Jericho, 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...
Financial Advisor - Auburndale, NY
- Flushing, NY (15 miles from Jericho, NY)
- 10 days ago
- Flushing, NY (15 miles from Jericho, NY)
- 10 days ago
Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning...
Demographic Data for Jericho, NY
Moving to Jericho, NY? Find some basic demographic data about Jericho, NY below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Jericho, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Jericho, 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
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