Corporate Financial Advisor Jobs in Monroe, WA
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.
Financial Solutions Advisor Stage I- Registration Candidate-Kenmore
- Kenmore, WA (18 miles from Monroe, WA)
- 5 days ago
- Kenmore, WA (18 miles from Monroe, WA)
- 5 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
- Bellevue, WA (23 miles from Monroe, WA)
- 13 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (19 miles from Monroe, WA)
- 29 days ago
- Kirkland, WA (19 miles from Monroe, WA)
- 29 days ago
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...
Lynnwood Off Campus Emergency Department - Financial Counselor (0.8 FTE / Days)
- Lynnwood, WA (18 miles from Monroe, WA)
- 30+ days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 30+ days ago
Welcome to a medical center where you're the center of attention. Pay range: $25.42 - $38.13 Exciting opportunity in Overlake's brand new Off-Campus Emergency Department. Overlake is preparing to...
US Experienced Financial Advisor
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Associate Patient Financial Counselor - Revenue Capture
- Everett, WA (16 miles from Monroe, WA)
- 30+ days ago
- Everett, WA (16 miles from Monroe, WA)
- 30+ days ago
Associate Patient Financial Counselor - Revenue Capture Providence St. Joseph Health - Everett, WA Posted: 5/31/2025 - Expires: 8/29/2025 Job ID: 289649260 Apply Now I have already applied Save...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Stage I- Northwest Snoh...
- Monroe, WA
- 30+ days ago
- Monroe, WA
- 30+ days ago
*****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 purpose to...
- Bothell, WA (16 miles from Monroe, WA)
- 30+ days ago
- Bothell, WA (16 miles from Monroe, WA)
- 30+ 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...
Merrill Experienced Financial Advisor
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
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,...
Lead Financial Advisor - EA Buck - Bellevue, WA
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client...
Financial Advisor- Team Sponsored Launch- Cascade West Group- Kirkland, WA
- Kirkland, WA (19 miles from Monroe, WA)
- 45+ days ago
- Kirkland, WA (19 miles from Monroe, WA)
- 45+ days ago
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...
Automotive Finance Consultant - Lexus of Seattle
- Lynnwood, WA (18 miles from Monroe, WA)
- 45+ days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 45+ days ago
Automotive Finance Consultant - Lexus of Seattle Holman - 3.3 Lynnwood, WA Job Details Full-time Estimated: $54.4K - $121K a year 9 hours ago Benefits Paid jury duty Health savings account Paid...
Financial Advisor - Sound Credit Union
- Shoreline, WA (23 miles from Monroe, WA)
- 45+ days ago
- Shoreline, WA (23 miles from Monroe, WA)
- 45+ days ago
Financial Advisor - Sound Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Stage I- Seattle North
- Lynnwood, WA (18 miles from Monroe, WA)
- 60+ days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 60+ 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...
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington
- Marysville, WA (17 miles from Monroe, WA)
- 60+ days ago
- Marysville, WA (17 miles from Monroe, WA)
- 60+ days ago
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for...
Demographic Data for Monroe, WA
Moving to Monroe, WA? Find some basic demographic data about Monroe, WA below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Monroe, WA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Monroe, WA 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
- Month-End Close
- 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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