Corporate Financial Advisor Jobs in Portland, OR
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.
Investment Counselor (Financial Advisor Alternative)
- Gresham, OR (12 miles from Portland, OR)
- 20 hours ago
- Gresham, OR (12 miles from Portland, OR)
- 20 hours ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Lake Oswego, OR (6 miles from Portland, OR)
- 1 day ago
- Lake Oswego, OR (6 miles from Portland, OR)
- 1 day ago
Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting...
Financial Advisor - Career Change Opportunity
- Vancouver, WA (13 miles from Portland, OR)
- 2 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Vancouver, WA (13 miles from Portland, OR)
- 2 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Ridgefield, WA (20 miles from Portland, OR)
- 6 days ago
- Ridgefield, WA (20 miles from Portland, OR)
- 6 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Responsibilities Join our team at Cedar Hills as a Financial Counselor and learn how you can make a lasting difference in your community! The Finanical Counselor serves as a liaison between...
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...
Financial Advisor (Sales Role - Training & Development Provided)
- Portland, OR
- 13 days ago
- Portland, OR
- 13 days ago
As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way....
Financial Solutions Advisor Stage I Consumer Investments -Willamette Valley Area
- Clackamas, OR (10 miles from Portland, OR)
- 14 days ago
- Clackamas, OR (10 miles from Portland, OR)
- 14 days ago
Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we're creating real, meaningful...
- Gresham, OR (12 miles from Portland, OR)
- 15 days ago
- Gresham, OR (12 miles from Portland, OR)
- 15 days ago
Financial Counselor US-OR-GRESHAM Job ID: 25-41759 Type: Regular Full-Time Mount Hood Medical Center campus Overview At Legacy, we understand that making life better for othersinvolves compassion...
- Camas, WA (17 miles from Portland, OR)
- 18 days ago
- Camas, WA (17 miles from Portland, OR)
- 18 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building...
Financial Solutions Advisor Stage I Consumer Investments - Portland Metro
- Vancouver, WA (13 miles from Portland, OR)
- 24 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 24 days ago
Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we're creating real, meaningful...
- Camas, WA (17 miles from Portland, OR)
- 30+ days ago
- Camas, WA (17 miles from Portland, OR)
- 30+ days ago
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of...
Merrill Financial Solutions Advisor - Oregon & SW Washington Market
- Portland, OR
- 60+ days ago
- Portland, OR
- 60+ 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 Portland, OR
Moving to Portland, OR? Find some basic demographic data about Portland, OR 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 Portland, OR
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Portland, OR 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
- 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
Corporate Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »