Corporate Financial Advisor Jobs in Newburgh, 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 - Westchester
- AIG
- Poughquag, NY (19 miles from Newburgh, NY)
- 16 days ago
- Poughquag, NY (19 miles from Newburgh, 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....
Remote- First Command Financial Services, Inc.
- Highland Falls, NY (14 miles from Newburgh, NY)
- 21 days ago
- Highland Falls, NY (14 miles from Newburgh, NY)
- 21 days ago
You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support:...
In PersonFinancial Advisor Trainee-Poughkeepsie, NY Poughkeepsie, NY, USA
- TD Bank Group
- Poughkeepsie, NY (12 miles from Newburgh, NY)
- 27 days ago
- Poughkeepsie, NY (12 miles from Newburgh, NY)
- 27 days ago
Financial Advisor Trainee-Poughkeepsie, NY
In PersonFinancial Solutions Advisor - Albany / Hudson Valley Market
- Bank Of America
- Yorktown Heights, NY (21 miles from Newburgh, NY)
- 45+ days ago
- Yorktown Heights, NY (21 miles from Newburgh, 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 PersonPersonal Financial Counselor, PFC, Newburgh, NY
- Magellan Health
- Newburgh, NY
- 60+ days ago
- Newburgh, NY
- 60+ days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC-New York
- Magellan Health Services
- Newburgh, NY
- 90+ days ago
- Newburgh, NY
- 90+ days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonIf not Series 7 licensed, FC will be required to obtain license within 90 days....
In PersonDemographic Data for Newburgh, NY
Moving to Newburgh, NY? Find some basic demographic data about Newburgh, NY below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Newburgh, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Newburgh, 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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