Corporate Financial Advisor Jobs in Melville, 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.
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkCorporate Financial Analyst (Hybrid)
- Westbury, NY (9 miles from Melville, NY)
- 1 day ago
- Westbury, NY (9 miles from Melville, NY)
- 1 day ago
Job Description Analyzes, verifies, authorizes, processes and reports on financial information related to system-wide Corporate Finance activities. Designs, develops and implements systems or...
- Northport, NY (9 miles from Melville, NY)
- 1 day ago
- Northport, NY (9 miles from Melville, NY)
- 1 day ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
Complex Claims Consultant - Financial Lines/Public D&O
- Melville, NY
- 2 days ago
- Melville, NY
- 2 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...
- Garden City, NY (12 miles from Melville, NY)
- 2 days ago
- Garden City, NY (12 miles from Melville, NY)
- 2 days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
Financial Solutions Advisor - Consumer Investments - Central Long Island Market
- Deer Park, NY (4 miles from Melville, NY)
- 7 days ago
- Deer Park, NY (4 miles from Melville, NY)
- 7 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 Development Program
- Norwalk, CT (23 miles from Melville, NY)
- 7 days ago
- Norwalk, CT (23 miles from Melville, NY)
- 7 days ago
Start building your business by helping clients develop and execute financial plans specific to their goals and expectations....
Financial Solutions Advisor - Consumer Investments - Western Long Island Market
- Garden City, NY (12 miles from Melville, NY)
- 10 days ago
- Garden City, NY (12 miles from Melville, NY)
- 10 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...
Advisor Development Program - Financial Solutions Advisor Trainee: Plainview Financial Center
- Plainview, NY (3 miles from Melville, NY)
- 10 days ago
- Plainview, NY (3 miles from Melville, NY)
- 10 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....
Advisor Development Program - Financial Solutions Advisor Trainee: East Hills Financial Center
- Roslyn Heights, NY (12 miles from Melville, NY)
- 10 days ago
- Roslyn Heights, NY (12 miles from Melville, NY)
- 10 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....
We work with all types of clients from individuals to families and business owners providing long-term financial planning solutions including but not limited to insurance, investments, retirement planning...
Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market
- Northport, NY (9 miles from Melville, NY)
- 12 days ago
- Northport, NY (9 miles from Melville, NY)
- 12 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 - Greater Queens NY Market
- Jamaica, NY (21 miles from Melville, NY)
- 19 days ago
- Jamaica, NY (21 miles from Melville, NY)
- 19 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-Rye Brook, NY
- Rye Brook, NY (21 miles from Melville, NY)
- 23 days ago
- Rye Brook, NY (21 miles from Melville, NY)
- 23 days 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...
Advisor (Financial Aid, Registration, Student Accounts)
- Garden City, NY (12 miles from Melville, NY)
- 26 days ago
- Garden City, NY (12 miles from Melville, NY)
- 26 days ago
Advisor (Financial Aid, Registration, Student Accounts) Job Department/School One-Stop Student Services Center FT/PT/Temp Full time Location Garden City, N.Y. Advisor (Financial Aid, Registration,...
Demographic Data for Melville, NY
Moving to Melville, NY? Find some basic demographic data about Melville, NY below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Melville, NY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Melville, 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
- 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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