Corporate Financial Advisor Jobs in Connecticut
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.
Help conduct the smooth operation of a fast-paced-and friendly-financial planning office....
- Milford, CT
- 12 hours ago
- Milford, CT
- 12 hours ago
Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a...
Financial Solutions Advisor - Consumer Investments - Southeast CT. Market
- Milford, CT
- 5 days ago
- Milford, CT
- 5 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...
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...
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Help conduct the smooth operation of a fast-paced-and friendly-financial planning office....
analysis and financial modeling....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Greenwich, CT
- 9 days ago
- Greenwich, CT
- 9 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
- Stamford, CT
- 9 days ago
- Stamford, CT
- 9 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
What You'll Do Assess client's financial situations, including income, expenses, assets and liabilities to develop tailored financial plans....
Financial Counselor (Office, Intake) - Homecare
- Bloomfield, CT
- 10 days ago
- Bloomfield, CT
- 10 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...
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
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...
The Senior Financial Advisor will be responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients....
You will also offer individualized financial counseling, assist with creating financial plans, and help service members manage consumer complaints....
Demographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Connecticut
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Connecticut offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Private Banking
- Financial Planning and Analysis
- 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
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Finance
- Financial Management
- Performance Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- 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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