Corporate Financial Advisor Jobs in Oklahoma City, 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.
Provides ongoing budget vs. actual revenue and expense variance analysis. Reviews both standard and custom reports developed for the entity....
Personal Financial Counselor, Oklahoma City/Tinker AFB, OK
- Oklahoma City, OK
- 3 days ago
- Oklahoma City, OK
- 3 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...
INTEGRIS Health, Oklahoma's largest not-for-profit health system has a great opportunity for a Patient Financial Advisor in Oklahoma City, OK. In this position, you'll work with our SBO Shared...
Advisor Development Program Financial Solutions Advisor Trainee: Capitol Hill
- Oklahoma City, OK
- 12 days ago
- Oklahoma City, OK
- 12 days ago
In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net...
Financial Solutions Advisor - Oklahoma Area
- Edmond, OK (13 miles from Oklahoma City, OK)
- 25 days ago
- Edmond, OK (13 miles from Oklahoma City, OK)
- 25 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...
But we offer something the competition simply can't: our unique branch-team business model....
MBA Leadership Development Program - Finance Consultant - REMOTE
- Oklahoma City, OK
- 45+ days ago
- Oklahoma City, OK
- 45+ days ago
We are seeking MBA graduates with an interest in: Strategy and competitive intelligence Financial planning and analysis Operations finance Treasury/capital markets Other financial areas such as: pricing...
Remote WorkOracle AMS Functional Consultant - Finance
- Oklahoma City, OK
- 45+ days ago
- Oklahoma City, OK
- 45+ days ago
Job Description We are: Navisite, Part of Accenture has evolved to become a trusted digital transformation partner for growing and established global brands. We provide global capabilities,...
Sales Transformation Consultant - Financial Services
- Oklahoma City, OK
- 60+ days ago
- Oklahoma City, OK
- 60+ days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
Merrill Financial Solutions Advisor: Oklahoma Market
- Oklahoma City, OK
- 60+ days ago
- Oklahoma City, OK
- 60+ 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....
Overview Join Our Team at Oklahoma Heart Hospital (OHH) ONE TEAM. ALL HEART. At OHH, we believe that patient care is truly at the heart of everything we do. Our dedicated team members are involved...
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...
Demographic Data for Oklahoma City, OK
Moving to Oklahoma City, OK? Find some basic demographic data about Oklahoma City, OK below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Oklahoma City, OK
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Oklahoma City, 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
- Outside Sales
- Military Background
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- 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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