Corporate Financial Advisor Jobs in Oklahoma
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.
Patient Access Financial Counselor
- Norman Regional Health System
- Norman, OK
- 13 hours ago
- Norman, OK
- 13 hours ago
Job Summary Works with scheduled, pre-registered patients prior to service for outpatient oncology physicians clinic and infusion. Coordinates with interdepartmental personnel. Performs financial...
In PersonBank Financial Advisor Central 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 PersonAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - GAILLARDIA OK
- Bank Of America
- Oklahoma City, OK
- 2 days ago
- Oklahoma City, OK
- 2 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 PersonPeoplesoft Finance Functional Consultant
- Maddisoft
- Oklahoma City, OK
- 2 days ago
- Oklahoma City, OK
- 2 days ago
Maddisoft has the following immediate opportunity, let us know if you or someone you know would be interested. Send in your resume ASAP. - U.S. Citizens and those authorized to work in the U.S....
In PersonThis 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 PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma
- Magellan Federal, Inc.
- Lawton, OK
- 6 days ago
- Lawton, OK
- 6 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
Remote- Bank Of America
- Oklahoma City, OK
- 7 days ago
- Oklahoma City, OK
- 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 PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma
- Magellan Health
- Fort Sill, OK
- 8 days ago
- Fort Sill, OK
- 8 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In Personmodeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonFinancial Advisor - WEOKIE Credit Union - Oklahoma CIty, OK
- Lplfinancial
- Oklahoma City, OK
- 12 days ago
- Oklahoma City, OK
- 12 days ago
Financial Advisor WEOKIE Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients....
In PersonFinancial Advisor - Oklahoma City, OK
- Savant
- Oklahoma City, OK
- 13 days ago
- Oklahoma City, OK
- 13 days ago
Financial planning/wealth management acumen, judgment, and experience Excellent communication and listening skills. Client-first attitude....
Remote- First Command Financial Services, Inc.
- Oklahoma City, OK
- 21 days ago
- Oklahoma City, OK
- 21 days ago
You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support:...
In PersonSenior Financial Advisor - Experienced Professionals
- First Command Financial Services, Inc.
- Oklahoma City, OK
- 25 days ago
- Oklahoma City, OK
- 25 days ago
A financial plan, by itself, cannot assure that retirement or other financial goals will be met....
In Person- INTEGRIS Health
- Oklahoma City, OK
- 30+ days ago
- Oklahoma City, OK
- 30+ days ago
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 days with our team SBO...
In PersonFinancial Solutions Advisor - Oklahoma City Market
- Bank of America Corporation
- Yukon, OK
- 30+ days ago
- Yukon, OK
- 30+ 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...
In PersonDemographic Data for Oklahoma
Moving to Oklahoma? Find some basic demographic data about Oklahoma 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 Oklahoma
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Oklahoma 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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