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.
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...
This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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...
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...
Financial 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...
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning....
Unleash Your Potential: Whether 2 Years or 20, Discover Rewarding Journeys with Us!** As a **Senior SAP Application Consultant, Finance** you will be expected to leverage your business process,...
They assist members with financial planning, investment strategies, and retirement planning, ensuring members receive personalized and effective financial solutions....
in Business with an emphasis in Finance or Investments, or equivalent experience At least 3 years investment services experience required with emphasis in the following areas: retirement planning, mutual...
Sales Transformation Consultant - Financial Services
- Beaverton, OR
- 16 days ago
- Beaverton, OR
- 16 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...
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...
Advisor Development Program - Financial Solutions Advisor Trainee: Sunset Esplanade Financial Center
- Hillsboro, OR
- 18 days ago
- Hillsboro, OR
- 18 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....
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 Stage I Consumer Investments - Portland Metro
- Portland, OR
- 21 days ago
- Portland, OR
- 21 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're creating real, meaningful...
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
- 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
- Interpersonal Skills
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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