Corporate Financial Advisor Jobs in Oregon
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.
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...
Planning Team....
Investment Advice: Provide strategic advice on investment products, including stocks, bonds, mutual funds, and insurance products....
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...
Investment Counselor (Financial Advisor Alternative)
- Columbia City, OR
- 1 day ago
- Columbia City, OR
- 1 day 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...
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning....
Planning Team....
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...
- Portland, OR
- 4 days ago
- Portland, OR
- 4 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
PeaceHealth is seeking a Financial Counselor for a Full Time, 1.00 FTE, Day position. The salary range for this job opening at PeaceHealth is $20.09 - $30.11. The hiring rate is dependent upon...
Job Listing ID: 4225625 Job Title: Patient Financial Counselor - Neuro PSVMC Application Deadline: 06/02/2025Job Location: Portland Date Posted: 03/05/2025Hours Worked Per Week: 40 Shift: Day...
. * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory...
The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times, providing financial insurance and payment information to...
Financial Solutions Advisor Stage I--CI --Eastside Mandarin--Evergreen
- Portland, OR
- 8 days ago
- Portland, OR
- 8 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the...
Financial Solutions Advisor Stage I--CI-Eastport Plaza-Mandarin--Evergreen
- Portland, OR
- 10 days ago
- Portland, OR
- 10 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the...
Demographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Oregon
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Oregon 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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