Corporate Financial Advisor Jobs in Lynnwood, WA
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.
Financial Advisor - Career Change Opportunity
- Marysville, WA (18 miles from Lynnwood, WA)
- 1 day ago
- Marysville, WA (18 miles from Lynnwood, WA)
- 1 day ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Business Consultant (HCM) - WA - Seattle
- Mercer Island, WA (16 miles from Lynnwood, WA)
- 90+ days ago
- Mercer Island, WA (16 miles from Lynnwood, WA)
- 90+ days ago
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...
- Seattle, WA (13 miles from Lynnwood, WA)
- 13 hours ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 13 hours ago
Description SCHEDULE: 8am-4:30pm (Mon-Fri) Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician...
- Redmond, WA (11 miles from Lynnwood, WA)
- 23 hours ago
- Redmond, WA (11 miles from Lynnwood, WA)
- 23 hours ago
D365 F&O Finance Consultant MS Dynamics 365 F&O Finance - Partner Technical Advisor(PTA) In-depth expertise with Finance Modules & Configuration and Customization with experience in implementation...
- Seattle, WA (13 miles from Lynnwood, WA)
- 23 hours ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 23 hours ago
Ability to deliver comprehensive financial plans to clients....
- Marysville, WA (18 miles from Lynnwood, WA)
- 1 day ago
- Marysville, WA (18 miles from Lynnwood, WA)
- 1 day ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Personal Financial Counselor in South Korea or Japan
- Seattle, WA (13 miles from Lynnwood, WA)
- 5 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 5 days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military...
Senior Consultant Financial Crimes/AML (AML Transaction Monitoring, AML KYC/CDD)
- Seattle, WA (13 miles from Lynnwood, WA)
- 6 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 6 days ago
Financial Crimes/AML (AML Transaction Monitoring, AML KYC/CDD) Are you passionate about transforming how financial institutions tackle AML and KYC/CDD challenges? Do you thrive at the intersection...
Senior Consultant Financial Anti-Fraud Management Consultant Consultant
- Seattle, WA (13 miles from Lynnwood, WA)
- 6 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 6 days ago
Financial Anti-Fraud Management Consultant Are you passionate about transforming how financial institutions tackle AML and KYC/CDD challenges? Do you thrive at the intersection of compliance,...
- Seattle, WA (13 miles from Lynnwood, WA)
- 7 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 7 days ago
Your Role & Impact: As a key member of the advisory team, you will: Provide holistic financial planning solutions tailored to individual client needs....
Financial Solutions Advisor Stage I--CI --South Seattle-- Mandarin Evergreen
- Seattle, WA (13 miles from Lynnwood, WA)
- 8 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 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...
Entry Level Financial Advisory Role
- Seattle, WA (13 miles from Lynnwood, WA)
- 8 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 8 days ago
Entry Level Financial Advisory Role in Seattle Job Ref: ... Employer: Network Company Name: Year Up United Industry: Banking Job Type: Full Time State: Washington City: Seattle Zip Code: 98127...
Financial Solutions Advisor Stage I--CI --Eastside Mandarin--Evergreen
- Lynnwood, WA
- 9 days ago
- Lynnwood, WA
- 9 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 II - CI- Eastside- Mandarin Evergreen
- Seattle, WA (13 miles from Lynnwood, WA)
- 9 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 9 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-- Stage II - CI- South Seattle- Mandarin Evergreen
- Seattle, WA (13 miles from Lynnwood, WA)
- 10 days ago
- Seattle, WA (13 miles from Lynnwood, WA)
- 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...
Demographic Data for Lynnwood, WA
Moving to Lynnwood, WA? Find some basic demographic data about Lynnwood, WA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Lynnwood, WA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Lynnwood, WA 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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