Corporate Financial Advisor Jobs in Melville, 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 Melville, NY)
- 4 days ago
- Plainview, NY (3 miles from Melville, 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 - Certification Provided
- Miller Place, NY (24 miles from Melville, NY)
- 1 day ago
- Miller Place, NY (24 miles from Melville, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Holtsville, NY (18 miles from Melville, NY)
- 3 days ago
- Holtsville, NY (18 miles from Melville, NY)
- 3 days ago
planning and control Manages technical analysis to determine present and future financial performance Utilizes expertise to perform economic research and studies Provides guidance to less senior Finance...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY
- 4 days ago
- Melville, NY
- 4 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Plainview, NY (3 miles from Melville, NY)
- 4 days ago
- Plainview, NY (3 miles from Melville, 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 Melville, NY)
- 5 days ago
- Norwalk, CT (23 miles from Melville, 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 (19 miles from Melville, NY)
- 5 days ago
- Stamford, CT (19 miles from Melville, 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
- Melville, NY
- 9 days ago
- Melville, 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 Advisor - Auburndale, NY
- Flushing, NY (22 miles from Melville, NY)
- 10 days ago
- Flushing, NY (22 miles from Melville, 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...
Merrill Financial Solutions Advisor - Southern CT Market
- Stamford, CT (19 miles from Melville, NY)
- 12 days ago
- Stamford, CT (19 miles from Melville, 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....
Senior Consultant - Financial Services Risk Management - Bank Regulatory Reporting and Remediation
- Jericho, NY (7 miles from Melville, NY)
- 18 days ago
- Jericho, NY (7 miles from Melville, NY)
- 18 days ago
Position Summary Senior Consultant, Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (19 miles from Melville, NY)
- 20 days ago
- Stamford, CT (19 miles from Melville, NY)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Flushing, NY (22 miles from Melville, NY)
- 23 days ago
- Flushing, NY (22 miles from Melville, NY)
- 23 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Financial Solutions Advisor - Consumer Investments - Western Long Island Market
- New Hyde Park, NY (14 miles from Melville, NY)
- 25 days ago
- New Hyde Park, NY (14 miles from Melville, NY)
- 25 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 Melville, NY
Moving to Melville, NY? Find some basic demographic data about Melville, 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 Melville, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Melville, 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 »