Corporate Financial Advisor Jobs in Louisville, KY
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.
Key Responsibilities Deliver comprehensive financial planning services, identifying assets and opportunities across a client's portfolio....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Financial Counselor, Norton Audubon Hospital Patient Registration, 8a-4:30p
- Louisville, KY
- 2 days ago
- Louisville, KY
- 2 days ago
Responsibilities The role of the Financial Counselor is to exemplify excellent customer service skills by acting as a liaison to patient registration and insurance verification and providers. The...
Financial Advisor - PNC Investments
- Louisville, KY (11 miles from Louisville, KY)
- 3 days ago
- Louisville, KY (11 miles from Louisville, KY)
- 3 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Financial Counselor, Norton Medical Group - Training and Access, 8am-4:30pm
- Louisville, KY
- 3 days ago
- Louisville, KY
- 3 days ago
The role of the Financial Counselor is to exemplify excellent customer service skills by acting as a liaison to patient registration and insurance verification and providers. The financial...
Financial Advisor Branch Intern
- New Albany, IN (4 miles from Louisville, KY)
- 10 days ago
- New Albany, IN (4 miles from Louisville, KY)
- 10 days ago
As an intern you will be given meaningful and challenging assignments during the 10-week summer program. This is a unique opportunity to gain experience and industry knowledge through summer daily...
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize...
Financial Counselor, Norton Medical Group - Training and Access, Days
- Louisville, KY
- 24 days ago
- Louisville, KY
- 24 days ago
Responsibilities The role of the Financial Counselor is to exemplify excellent customer service skills by acting as a liaison to patient registration and insurance verification and providers. The...
Merrill Financial Solutions Advisor - Louisville & Associates Market
- Louisville, KY
- 30+ days ago
- Louisville, KY
- 30+ 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....
Industry/Sector Not Applicable Specialism SAP Management Level Manager Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a...
EPM Oracle Finance Consultant, Senior Associate
- Louisville, KY
- 45+ days ago
- Louisville, KY
- 45+ days ago
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...
Oracle Cloud Finance Consultant - Senior Manager
- Louisville, KY
- 45+ days ago
- Louisville, KY
- 45+ days ago
Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with...
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Personal Financial Counselor - National Guard, Louisville, KY
- Louisville, KY
- 90+ days ago
- Louisville, KY
- 90+ days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military...
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...
Demographic Data for Louisville, KY
Moving to Louisville, KY? Find some basic demographic data about Louisville, KY 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 Louisville, KY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Louisville, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- Hyperion Financial Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Performance Management
- Financial Management
- Finance
- Sales Management
- Relationship Management
- Strategy Development
- Risk Management
- Business Development
- Implementation
- Consulting
- Written Communication
- Flexibility
- Coaching
- Employee Development
- Sales
- Regulations
- Multitasking
- Policy Development
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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