Corporate Financial Advisor Jobs in Easton, PA
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.
- Flemington, NJ (24 miles from Easton, PA)
- 12 hours ago
- Flemington, NJ (24 miles from Easton, PA)
- 12 hours ago
Position Summary Responsible for ensuring that insurance requirements and financial obligations are obtained and/or communicated to patients for collection of elective hospital services prior to...
Advisor Development Program - Financial Solutions Advisor Trainee - Shoppers Village - Bethlehem, PA
- Bethlehem, PA (13 miles from Easton, PA)
- 13 hours ago
- Bethlehem, PA (13 miles from Easton, PA)
- 13 hours ago
In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net...
Financial Counselor, Bilingual Preferred
- Allentown, PA (15 miles from Easton, PA)
- 3 days ago
- Allentown, PA (15 miles from Easton, PA)
- 3 days ago
St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to...
Financial Solutions Advisor Registration Candidate-Eastern, MD Market
- Easton, PA
- 5 days ago
- Easton, PA
- 5 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability...
- Allentown, PA (15 miles from Easton, PA)
- 60+ days ago
- Allentown, PA (15 miles from Easton, PA)
- 60+ days ago
Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....
Merrill Financial Solutions Advisor - Eastern Pennsylvania Market
- Allentown, PA (15 miles from Easton, PA)
- 90+ days ago
- Allentown, PA (15 miles from Easton, PA)
- 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....
Financial Solutions Advisor - Consumer Investments - Eastern Shore/ Salisbury area Market
- Easton, PA
- 30+ days ago
- Easton, PA
- 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...
- Allentown, PA (15 miles from Easton, PA)
- 90+ days ago
- Allentown, PA (15 miles from Easton, PA)
- 90+ days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its...
Demographic Data for Easton, PA
Moving to Easton, PA? Find some basic demographic data about Easton, PA below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Easton, PA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Easton, PA 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
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Here are some other career titles that require similar skills
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