Corporate Financial Advisor Jobs in New York
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
- 7 hours ago
- Fresh Meadows, NY
- 7 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...
planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions....
Financial and Banking Services : Various benefits and financial planning assistance....
Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market
- Katonah, NY
- 15 hours ago
- Katonah, NY
- 15 hours 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...
At The Accredited Group, we are transforming the way businesses access capital. As a market leader in commercial lending, we provide businesses with innovative financing solutionsempowering both...
- Brooklyn, NY
- 1 day ago
- Brooklyn, NY
- 1 day ago
Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, were creating real, meaningful relationships with...
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer....
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...
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...
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...
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...
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...
Financial Advisor Experienced Professionals
- Highland Falls, NY
- 2 days ago
- Highland Falls, NY
- 2 days ago
A financial plan, by itself, cannot assure that retirement or other financial goals will be met....
Modeling: Develop and maintain financial models to evaluate inventory turnover, cost management, and optimization strategies, providing insights for improved decision-making Performance Reporting:...
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...
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York 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 New York
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- 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
- Microsoft Excel
- 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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