Corporate Financial Advisor Jobs in New York
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.
We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. About Us Vensure Employer Solutions is the largest privately held...
Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs....
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
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 WorkJob Description Analyzes, verifies, authorizes, processes and reports on financial information related to system-wide Corporate Finance activities. Designs, develops and implements systems or...
Senior Consultant, Financial Reporting Debt & Securities IA&R Real Estate Solutions
- New York, NY
- 20 hours ago
- New York, NY
- 20 hours 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...
Remote Work- New York, NY
- 20 hours ago
- New York, NY
- 20 hours ago
Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we're creating real, meaningful relationships with...
- Northport, NY
- 1 day ago
- Northport, 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...
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
Role: The Senior Financial Advisor will provide financial management advice, products, and services to Empower FCU members and the general public. This role requires expertise in all Empower...
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Complex Claims Consultant - Financial Lines/Public D&O
- Melville, NY
- 1 day ago
- Melville, NY
- 1 day 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
- 2 days ago
- Garden City, 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...
- Kingston, NY
- 2 days ago
- Kingston, 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...
Pegasystems Principal Solutions Consultant - Financial Services in New York , New York Principal Solutions Consultant - Financial Services Job Category: Pre-Sales Consulting Location: US -...
Remote WorkDemographic Data for New York
Moving to New York? Find some basic demographic data about New York below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in New York
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in New York 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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