Corporate Financial Advisor Jobs in Kentucky
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
- 1 day ago
- Louisville, KY
- 1 day 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...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
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...
We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource...
Job Title: Financial Consultant Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments...
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...
Cardinal Health Advisor, Finance Operations in Frankfort , Kentucky About Us The Incentive Controls, Strategy, and Optimization (ICSO) team is a vital part of our organization, committed to...
MBA Leadership Development Program - Finance Consultant - REMOTE
- Frankfort, KY
- 20 days ago
- Frankfort, KY
- 20 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 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...
What Financial Systems contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and...
Remote WorkMerrill Financial Solutions Advisor - Louisville & Associates Market
- Lexington, KY
- 30+ days ago
- Lexington, 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....
- Bowling Green, KY
- 30+ days ago
- Bowling Green, 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....
Demographic Data for Kentucky
Moving to Kentucky? Find some basic demographic data about Kentucky 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 Kentucky
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Kentucky 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
- Events
- 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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