Corporate Financial Advisor Jobs in Chapel Hill, NC
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.
- Edward Jones
- Cary, NC (20 miles from Chapel Hill, NC)
- 7 days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Bank Of America
- Durham, NC (8 miles from Chapel Hill, NC)
- 7 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 7 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....
In Person- SEIA, LLC / Bates Wealth Advisors, LLC
- Chapel Hill, NC
- 16 days ago
- Chapel Hill, NC
- 16 days ago
Enrolled in study course for the CERTIFIED FINANCIAL PLANNER (CFP) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by...
In Person- Transcend Practice Management
- Chapel Hill, NC
- 22 days ago
- Chapel Hill, NC
- 22 days ago
We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning....
In Person- Edward Jones
- Durham, NC (8 miles from Chapel Hill, NC)
- 22 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 22 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonStrategic Advisor Financial Monitoring & Analysis
- NC Health Affiliates LLC DBA Blue Cross NC
- Durham, NC (8 miles from Chapel Hill, NC)
- 45+ days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 45+ days ago
Process Improvement: Maintain and improve reporting templates and financial models for efficiency, consistency, and accuracy....
HybridSenior Financial Advisor - Experienced Professionals
- First Command Financial Services, Inc.
- Cary, NC (20 miles from Chapel Hill, NC)
- 45+ days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 45+ days ago
A financial plan, by itself, cannot assure that retirement or other financial goals will be met....
In PersonTeam-Based Financial Advisor - Apex Financial Group
- Thrivent Financial
- Apex, NC (18 miles from Chapel Hill, NC)
- 60+ days ago
- Apex, NC (18 miles from Chapel Hill, NC)
- 60+ days ago
We are growing and adding a Team-Based Financial Advisor to our team, which serves13,000+ clients with a focus on comprehensive financial planning....
In Person(Senior) Management Consultant in Finance and Risk
- Implement Consulting Group
- Raleigh, NC (20 miles from Chapel Hill, NC)
- 90+ days ago
- Raleigh, NC (20 miles from Chapel Hill, NC)
- 90+ days ago
planning, cost optimization, and capital management Finance systems and reporting transformation Beyond delivery, you will: Build trusted senior client relationships Contribute to business development...
In PersonFinancial Advisor - Durham, NC
- Thrivent Financial for Lutherans
- Durham, NC (8 miles from Chapel Hill, NC)
- 90+ days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
In PersonDemographic Data for Chapel Hill, NC
Moving to Chapel Hill, NC? Find some basic demographic data about Chapel Hill, NC below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Chapel Hill, NC
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Chapel Hill, NC 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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