Corporate Financial Advisor Jobs in Stamford, 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.
- Syosset, NY (15 miles from Stamford, CT)
- 13 hours ago
- Syosset, NY (15 miles from Stamford, CT)
- 13 hours 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 Advisor-Fairfield County/Greenwich, CT
- Greenwich, CT (4 miles from Stamford, CT)
- 1 day ago
- Greenwich, CT (4 miles from Stamford, CT)
- 1 day ago
to obtain a 63 or 66 within the Licensing & Registration Schedule Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule Advanced understanding of wealth management...
- Scarsdale, NY (14 miles from Stamford, CT)
- 1 day ago
- Scarsdale, NY (14 miles from Stamford, CT)
- 1 day ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
- Greenwich, CT (4 miles from Stamford, CT)
- 1 day ago
- Greenwich, CT (4 miles from Stamford, CT)
- 1 day ago
Help conduct the smooth operation of a fast-paced-and friendly-financial planning office....
- Westbury, NY (18 miles from Stamford, CT)
- 2 days ago
- Westbury, NY (18 miles from Stamford, CT)
- 2 days ago
Job Description Analyzes, verifies, authorizes, processes and reports on financial information related to system-wide Corporate Finance activities. Designs, develops and implements systems or...
Merrill Team Financial Advisor
- White Plains, NY (11 miles from Stamford, CT)
- 2 days ago
- White Plains, NY (11 miles from Stamford, CT)
- 2 days ago
management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge....
Private Client Financial Advisor - Manhasset, Long Island
- Manhasset, NY (19 miles from Stamford, CT)
- 3 days ago
- Manhasset, NY (19 miles from Stamford, CT)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Greenwich, CT (4 miles from Stamford, CT)
- 3 days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Rye, NY (9 miles from Stamford, CT)
- 3 days ago
- Rye, NY (9 miles from Stamford, CT)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
EPM Oracle Finance Consultant, Senior Associate
- Melville, NY (19 miles from Stamford, CT)
- 7 days ago
- Melville, NY (19 miles from Stamford, CT)
- 7 days ago
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
- Bronxville, NY (17 miles from Stamford, CT)
- 18 days ago
- Bronxville, NY (17 miles from Stamford, CT)
- 18 days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
- Closter, NJ (23 miles from Stamford, CT)
- 18 days ago
- Closter, NJ (23 miles from Stamford, CT)
- 18 days ago
Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, were creating real, meaningful relationships with...
Financial Solutions Advisor - Consumer Investments - Central Long Island Market (Mandarin Required)
- Great Neck, NY (21 miles from Stamford, CT)
- 18 days ago
- Great Neck, NY (21 miles from Stamford, CT)
- 18 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 - Westchester / Bronx Market
- Bronxville, NY (17 miles from Stamford, CT)
- 20 days ago
- Bronxville, NY (17 miles from Stamford, CT)
- 20 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...
SAP Fico Consultant / Finance Consultant [Stamford, CT, 06902] | 2025-03-25 19:27:15 Job Description Finance- GL ( Leading/Non Leading ledgers with FCV), AR, AP( Well versed with : APP Bank...
Demographic Data for Stamford, CT
Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Stamford, CT
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Stamford, 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
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Here are some other career titles that require similar skills
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