Corporate Financial Advisor Jobs in Old Lyme, CT
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 - Altium Wealth Management
- Madison, CT (13 miles from Old Lyme, CT)
- 4 days ago
- Madison, CT (13 miles from Old Lyme, CT)
- 4 days ago
What You'll Do Assess client's financial situations, including income, expenses, assets and liabilities to develop tailored financial plans....
Private Client Financial Advisor - Guilford, CT
- Madison, CT (13 miles from Old Lyme, CT)
- 6 days ago
- Madison, CT (13 miles from Old Lyme, CT)
- 6 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Career Change Opportunity
- Deep River, CT (5 miles from Old Lyme, CT)
- 7 days ago
- Deep River, CT (5 miles from Old Lyme, CT)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Financial Advisor - Guilford, CT
- Guilford, CT (18 miles from Old Lyme, CT)
- 7 days ago
- Guilford, CT (18 miles from Old Lyme, CT)
- 7 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Deep River, CT (5 miles from Old Lyme, CT)
- 9 days ago
- Deep River, CT (5 miles from Old Lyme, CT)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Accredited Financial Counselor
- Groton, CT (15 miles from Old Lyme, CT)
- 11 days ago
- Groton, CT (15 miles from Old Lyme, CT)
- 11 days ago
You will also offer individualized financial counseling, assist with creating financial plans, and help service members manage consumer complaints....
Financial Counselor - Homecare
- South Glastonbury, CT (22 miles from Old Lyme, CT)
- 15 days ago
- South Glastonbury, CT (22 miles from Old Lyme, CT)
- 15 days ago
Work where every moment matters. Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite...
Financial Advisor - Clinton, CT - Market 13, Region 330
- Salem, CT (9 miles from Old Lyme, CT)
- 18 days ago
- Salem, CT (9 miles from Old Lyme, CT)
- 18 days ago
Edward Jones Financial Advisor - Clinton, CT - Market 13, Region 330 in Salem , Connecticut Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be...
Merrill Financial Solutions Advisor - Central Shoreline CT Market
- Mystic, CT (19 miles from Old Lyme, CT)
- 60+ days ago
- Mystic, CT (19 miles from Old Lyme, CT)
- 60+ 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 - Southeast CT. Market
- Branford, CT (24 miles from Old Lyme, CT)
- 60+ days ago
- Branford, CT (24 miles from Old Lyme, CT)
- 60+ 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 - Consumer Investments - Southern CT. Market
- Old Saybrook, CT (4 miles from Old Lyme, CT)
- 90+ days ago
- Old Saybrook, CT (4 miles from Old Lyme, CT)
- 90+ 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...
- Norwich, CT (18 miles from Old Lyme, CT)
- 24 days ago
- Norwich, CT (18 miles from Old Lyme, CT)
- 24 days ago
management, comprehensive financial planning, and advisory services....
- New London, CT (12 miles from Old Lyme, CT)
- 90+ days ago
- New London, CT (12 miles from Old Lyme, CT)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Old Lyme, CT
Moving to Old Lyme, CT? Find some basic demographic data about Old Lyme, CT 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 Old Lyme, CT
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Old Lyme, CT 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
Other Career Titles
Here are some other career titles that require similar skills
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