Corporate Financial Advisor Jobs in Broken Arrow, OK
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.
EPM Oracle Finance Consultant, Senior Associate
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 12 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 12 days ago
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
Personal Financial Counselor, Tulsa, OK
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 12 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 12 days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military...
US Experienced Financial Advisor
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 12 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 12 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Financial Advisor - Career Change Opportunity
- Broken Arrow, OK
- 19 days ago
- Broken Arrow, OK
- 19 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Financial Solutions Advisor: Oklahoma Market
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 21 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 21 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....
Merrill Experienced Financial Advisor
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 21 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 21 days ago
Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools,...
Financial Solutions Advisor - Consumer Investments - Oklahoma Area
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 22 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 22 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...
US EG Financial Advisor Region 181
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor - Tulsa and surrounding suburbs
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 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...
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
Particular expertise in one of the following: financial services, social work, financial planning, coaching/mentoring, teaching, or other related fields....
Demographic Data for Broken Arrow, OK
Moving to Broken Arrow, OK? Find some basic demographic data about Broken Arrow, OK 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 Broken Arrow, OK
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Broken Arrow, OK offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Mutual Funds
- Financial Planning
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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