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.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fisher Investments
- Clackamas, OR
- 11 hours ago
- Clackamas, OR
- 11 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
HybridInvestment Counselor (Financial Advisor Alternative)
- Fisher Investments
- Columbia City, OR
- 11 hours ago
- Columbia City, OR
- 11 hours 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...
HybridAutomotive Finance Consultant - BMW of Tigard
- Holman
- Tigard, OR
- 19 hours ago
- Tigard, OR
- 19 hours ago
Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving Whats Right throughout the last...
In PersonManagement team where you will manage your own roster of our high-net-worth clients....
Hybridrelationships 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...
HybridAccounting Project Consultant (Financial Edge)
- VanderHouwen
- Portland, OR
- 5 days ago
- Portland, OR
- 5 days ago
Accounting Project Consultant (Financial Edge) Our non-profit client is seeking an experienced Accounting Consultant to support a high-impact project focused on optimizing accounting systems,...
HybridAdvisor Development Program - Financial Solutions Advisor Trainee: Fairview Financial Center
- 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
- Fairview, OR
- 5 days ago
- Fairview, OR
- 5 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
In PersonLicensed Financial Advisor Assistant
- Peak Credit Union
- Eugene, OR
- 10 days ago
- Eugene, OR
- 10 days ago
Coordinates the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings material....
In PersonThis job posting is anticipated to remain open for 30 days, from 22-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Portland, OR
- 11 days ago
- Portland, OR
- 11 days ago
modeling 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 PersonWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
In PersonFinancial Solutions Advisor- Williamette Valley
- Bank of America Corporation
- Salem, OR
- 12 days ago
- Salem, OR
- 12 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 PersonFinancial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that...
In PersonResearching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonOverview Employer paid benefits - Medical, Dental, and Vision. (qualifying dependents included) Wage compensation - Min: $ 24.65 Max: $ 37.75 DEFINITION OF POSITION: The Patient Financial...
In PersonDemographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon 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 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
- 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
Corporate Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »