Corporate Financial Advisor Jobs in White Plains, 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 - Paid Training Provided
- Fresh Meadows, NY (20 miles from White Plains, NY)
- 20 hours ago
- Fresh Meadows, NY (20 miles from White Plains, NY)
- 20 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- New York, NY (22 miles from White Plains, NY)
- moments ago
- New York, NY (22 miles from White Plains, NY)
- moments 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're creating real, meaningful relationships with individuals and...
Merrill Team Financial Advisor
- New York, NY (22 miles from White Plains, NY)
- 9 hours ago
- New York, NY (22 miles from White Plains, NY)
- 9 hours ago
management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge....
EPM Oracle Finance Consultant, Sr. Manager
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions....
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
Financial and Banking Services : Various benefits and financial planning assistance....
Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market
- Katonah, NY (16 miles from White Plains, NY)
- 1 day ago
- Katonah, NY (16 miles from White Plains, 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...
Associate Private Client Financial Advisor
- Westport, CT (23 miles from White Plains, NY)
- 1 day ago
- Westport, CT (23 miles from White Plains, NY)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas...
Financial Advisor - R25_0000001380
- Garden City, NY (22 miles from White Plains, NY)
- 2 days ago
- Garden City, NY (22 miles from White Plains, NY)
- 2 days ago
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer....
- Stamford, CT (11 miles from White Plains, NY)
- 2 days ago
- Stamford, CT (11 miles from White Plains, NY)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Consultant (Remote Eligible)
- Corona, NY (19 miles from White Plains, NY)
- 2 days ago
- Corona, NY (19 miles from White Plains, NY)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Advisor Associate - Midtown, NY
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
Management to develop new investment solutions in response to client demands and industry trends Participate in client meetings with senior FAs to assist in bringing additional assets and strengthening...
- Fresh Meadows, NY (20 miles from White Plains, NY)
- 2 days ago
- Fresh Meadows, NY (20 miles from White Plains, NY)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Director, Industry Advisor - Financial Services
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce...
Compliance Consultant - Financial Marketing
- New York, NY (22 miles from White Plains, NY)
- 3 days ago
- New York, NY (22 miles from White Plains, NY)
- 3 days ago
About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global...
Senior Consultant, Financial Communications - ESG Advisory
- New York, NY (22 miles from White Plains, NY)
- 3 days ago
- New York, NY (22 miles from White Plains, NY)
- 3 days ago
Minimum of two (2) years of work experience in management consulting, investment banking, equity research, investor relations, corporate strategy, sustainability/ESG consulting, corporate sustainability...
Demographic Data for White Plains, NY
Moving to White Plains, NY? Find some basic demographic data about White Plains, 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 White Plains, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in White Plains, 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
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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