Corporate Financial Advisor Jobs in Morgantown, WV
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.
- Fairmont, WV (10 miles from Morgantown, WV)
- 22 days ago
- Fairmont, WV (10 miles from Morgantown, WV)
- 22 days ago
SALARIED POSITION Position Responsibilities: - Solicit new and existing financial planning and investments solutions from business owners, retiree, executive and young professional client segment -...
- Uniontown, PA (24 miles from Morgantown, WV)
- 22 days ago
- Uniontown, PA (24 miles from Morgantown, WV)
- 22 days ago
SALARIED POSITION Position Responsibilities: - Solicit new and existing financial planning and investments solutions from business owners, retiree, executive and young professional client segment -...
Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in...
SALARIED POSITION Position Responsibilities: - Solicit new and existing financial planning and investments solutions from business owners, retiree, executive and young professional client segment -...
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Personal Financial Counselor - National Guard, Kingwood, WV
- Kingwood, WV (20 miles from Morgantown, WV)
- 90+ days ago
- Kingwood, WV (20 miles from Morgantown, WV)
- 90+ 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...
Demographic Data for Morgantown, WV
Moving to Morgantown, WV? Find some basic demographic data about Morgantown, WV below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Morgantown, WV
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Morgantown, WV 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
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