Corporate Financial Advisor Jobs in Oregon
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.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
Management team where you will manage your own roster of our high-net-worth clients....
Financial Solutions Advisor--Consumer Investments--Portland Metro Area
- Hillsboro, OR
- 3 days ago
- Hillsboro, OR
- 3 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...
_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares...
Investment Counselor (Financial Advisor Alternative)
- Portland, OR
- 5 days ago
- Portland, OR
- 5 days ago
relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset...
Management team where you will manage your own roster of our high-net-worth clients....
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Boring, OR
- 6 days ago
- Boring, OR
- 6 days ago
Management team where you will manage your own roster of our high-net-worth clients....
MBA Leadership Development Program - Finance Consultant - REMOTE
- Salem, OR
- 9 days ago
- Salem, OR
- 9 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 WorkFinancial Solutions Advisor Stage I Consumer Investments -Willamette Valley Area
- Corvallis, OR
- 15 days ago
- Corvallis, OR
- 15 days ago
Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common...
This position is responsible for determining patient financial liability and completing the financial assessment, assisting in the discovery of the patient income and assets and in identifying the...
Financial Advisor - Hermiston/Pendleton, OR
- Myrtle Point, OR
- 24 days ago
- Myrtle Point, OR
- 24 days ago
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
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...
Job Listing ID: 4283781 Job Title: Patient Financial Advisor Application Deadline: Open Until FilledJob Location: Clackamas Date Posted: 06/03/2025Hours Worked Per Week: Not Provided Shift: Not...
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning....
Demographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Oregon
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Oregon 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
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Relationship Management
- Wealth Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Billing
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Multitasking
- Sales
- Microsoft Excel
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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