Corporate Financial Advisor Jobs in Burlington, MA
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 Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (13 miles from Burlington, MA)
- 4 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (13 miles from Burlington, MA)
- 4 days ago
This full-time, flexible position offers the opportunity to provide clients with personalized financial planning and wealth management services, both in person and remotely....
Merrill Team Financial Advisor
- Boston, MA (12 miles from Burlington, MA)
- 10 hours ago
- Boston, MA (12 miles from Burlington, MA)
- 10 hours ago
management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge....
- Marblehead, MA (17 miles from Burlington, MA)
- 1 day ago
- Marblehead, MA (17 miles from Burlington, MA)
- 1 day ago
planning, or a related field required CFP designation required 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning with demonstrated...
Senior Consultant, Financial Reporting Debt & Securities IA&R Real Estate Solutions
- Boston, MA (12 miles from Burlington, MA)
- 1 day ago
- Boston, MA (12 miles from Burlington, MA)
- 1 day ago
We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension...
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Financial Advisor - Quincy, MA
- Quincy, MA (20 miles from Burlington, MA)
- 1 day ago
- Quincy, MA (20 miles from Burlington, MA)
- 1 day ago
required, or ability to obtain within licensing and registration schedule Advanced understanding of wealth management business development techniques, products, services and overall industry Proven...
- Chelmsford, MA (9 miles from Burlington, MA)
- 1 day ago
- Chelmsford, MA (9 miles from Burlington, MA)
- 1 day ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Senior Managing Consultant - Corporate Finance - Transaction Advisory
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented...
Managing Consultant - Corporate Finance - Transaction Advisory
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented...
Managing Consultant - Corporate Finance - Turnaround & Restructuring
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process...
Senior Managing Consultant - Corporate Finance - Healthcare
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
Overview BRG Corporate Finance is a leader in providing multidisciplinary services to companies, private equity sponsors, lenders and other companies. BRG professionals have advised in some of the...
Consultant - Corporate Finance - Healthcare
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
Overview BRG Corporate Finance is a leader in providing multidisciplinary services to companies, private equity sponsors, lenders and other companies. BRG professionals have advised in some of the...
Consultant - Corporate Finance - Transaction Advisory
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented...
Consultant - Corporate Finance - Turnaround and Restructuring
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
- Boston, MA (12 miles from Burlington, MA)
- 2 days ago
The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process...
- Wellesley, MA (14 miles from Burlington, MA)
- 3 days ago
- Wellesley, MA (14 miles from Burlington, MA)
- 3 days ago
Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's...
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Burlington, MA
Moving to Burlington, MA? Find some basic demographic data about Burlington, MA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Burlington, MA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Burlington, MA 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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