Corporate Financial Advisor Jobs in Lexington, KY
Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools,...
Merrill Financial Solutions Advisor - Louisville & Associates Market
- Lexington, KY
- 90+ days ago
- Lexington, KY
- 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....
Demographic Data for Lexington, KY
Moving to Lexington, KY? Find some basic demographic data about Lexington, KY 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 Lexington, KY
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Lexington, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Asset Allocation
- Capital Budgeting
- Private Banking
- Mutual Funds
- Retirement Planning
- Annuities
- Hyperion Financial Management
- Wealth Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Lending
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Due Diligence
- Compensation and Benefits
- Business Planning
- Financial Management
- Reimbursement
- Sales Management
- Referrals
- Strategy Development
- Networking
- Risk Management
- Relationship Management
- Implementation
- Written Communication
- Finance
- Military Background
- Business Development
- Collaboration
- Consulting
- Employee Development
- Flexibility
- Policy Development
- Coaching
- Bachelor's Degree
- Regulations
- Multitasking
- Sales
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills