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.
Seeking CFO / Financial Consultant for Business Expansion
- a
- New York, NY
- moments ago
- New York, NY
- moments ago
We need someone who can help with financial planning, cash flow projections, budgeting, financing options, bank presentations, grants, tax credits, and overall growth strategy....
In PersonFinance, Corporate Finance, Corporate Finance, Finance Corporate Financial Analyst NSHS Parent and Shared Service, Westbury, NY Requisition : 188082 Profession : Finance Specialty: Corporate...
In PersonFinancial Solutions Advisor - Clifton Country Road Financial Center
- 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour 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 PersonFinancial Consultant (Long Island)
- WealthBridge Financial Group
- Medford, NY
- 1 hour ago
- Medford, NY
- 1 hour ago
Familiarity with financial planning software and investment products....
In PersonThe firm combines cutting-edge technology with a client-first advisory model to deliver modern, scalable financial planning....
In PersonKey Responsibilities Build and manage relationships with affluent and HNW clients via a strong internal referral network Deliver comprehensive financial planning and investment advice tailored to client...
In PersonSenior Consultant, Financial Reporting & Accounting IA&R Real Estate Solutions
- FTI Consulting, Inc.
- New York, NY
- 5 hours ago
- New York, NY
- 5 hours ago
Who We Are FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks...
In PersonFinancial Advisor Trainee- Midtown Manhattan
- TD Bank
- New York, NY
- 17 hours ago
- New York, NY
- 17 hours ago
management....
In PersonFinancial Solutions Advisor Registration Candidate - Gallery at Westbury Financial Center
- Bank Of America
- Garden City, NY
- 20 hours ago
- Garden City, NY
- 20 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...
In PersonFinancial Advisor Associate- Bensonhurst, Brooklyn
- TD Bank Group
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
management....
In PersonSenior Managing Consultant - Finance Transformation
- IBM Corporation
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
The ideal candidate will bring domain expertise across core finance processes - Record to Report (R2R), Procure to Pay (P2P), Order to Cash (O2C), Financial Planning & Analysis (FP&A), Tax, and Treasury...
In PersonBank Financial Advisor - Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
In PersonBank Financial Advisor Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
In PersonFinance role summary: A JDE E1 Finance Consultant requires deep expertise in,,, and modules, strong knowledge of financial business processes, and experience in configuration, implementation, and...
In PersonFinancial Solutions Advisor - Clifton Country Road Financial Center
- Bank Of America
- Clifton Park, NY
- 1 day ago
- Clifton Park, 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...
In PersonDemographic 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
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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
- 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
Other Career Titles
Here are some other career titles that require similar skills
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