Corporate Financial Advisor Jobs in East Setauket, NY
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.
- Syosset, NY (21 miles from East Setauket, NY)
- 13 hours ago
- Syosset, NY (21 miles from East Setauket, NY)
- 13 hours ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (2 miles from East Setauket, NY)
- 2 days ago
- Port Jefferson, NY (2 miles from East Setauket, NY)
- 2 days ago
Credit Union Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (23 miles from East Setauket, NY)
- 3 days ago
- Stamford, CT (23 miles from East Setauket, NY)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
EPM Oracle Finance Consultant, Senior Associate
- Melville, NY (18 miles from East Setauket, NY)
- 7 days ago
- Melville, NY (18 miles from East Setauket, NY)
- 7 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...
SAP Fico Consultant / Finance Consultant
- Stamford, CT (23 miles from East Setauket, NY)
- 21 days ago
- Stamford, CT (23 miles from East Setauket, NY)
- 21 days ago
SAP Fico Consultant / Finance Consultant [Stamford, CT, 06902] | 2025-03-25 19:27:15 Job Description Finance- GL ( Leading/Non Leading ledgers with FCV), AR, AP( Well versed with : APP Bank...
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
- Darien, CT (21 miles from East Setauket, NY)
- 21 days ago
- Darien, CT (21 miles from East Setauket, NY)
- 21 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Advisor - Hicksville, NY
- Melville, NY (18 miles from East Setauket, NY)
- 30+ days ago
- Melville, NY (18 miles from East Setauket, NY)
- 30+ days ago
Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning...
Financial Solutions Advisor - Consumer Investments - Central Long Island Market
- Deer Park, NY (15 miles from East Setauket, NY)
- 30+ days ago
- Deer Park, NY (15 miles from East Setauket, NY)
- 30+ days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market
- Northport, NY (11 miles from East Setauket, NY)
- 45+ days ago
- Northport, NY (11 miles from East Setauket, NY)
- 45+ days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Solutions Advisor - Consumer Investments - Southeast CT. Market
- Orange, CT (24 miles from East Setauket, NY)
- 60+ days ago
- Orange, CT (24 miles from East Setauket, NY)
- 60+ days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Merrill Financial Solutions Advisor - Central Shoreline CT Market
- Fairfield, CT (19 miles from East Setauket, NY)
- 90+ days ago
- Fairfield, CT (19 miles from East Setauket, NY)
- 90+ 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....
Merrill Financial Solutions Advisor - Southern CT Market
- Stamford, CT (23 miles from East Setauket, NY)
- 90+ days ago
- Stamford, CT (23 miles from East Setauket, NY)
- 90+ 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....
Complex Claims Consultant - Financial Lines/Public D&O
- Melville, NY (18 miles from East Setauket, NY)
- 30+ days ago
- Melville, NY (18 miles from East Setauket, NY)
- 30+ days ago
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of...
SAP Finance Consultant, Manager
- Stamford, CT (23 miles from East Setauket, NY)
- 60+ days ago
- Stamford, CT (23 miles from East Setauket, NY)
- 60+ days ago
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...
- Bethpage, NY (23 miles from East Setauket, NY)
- 60+ days ago
- Bethpage, NY (23 miles from East Setauket, NY)
- 60+ days ago
Understanding the members’ objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies,...
Demographic Data for East Setauket, NY
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Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in East Setauket, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in East Setauket, NY 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
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- General Office Duties
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Bachelor's Degree
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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