Corporate Financial Advisor Jobs in East 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.
Private Client Financial Advisor - Poughkeepsie, NY
- Middletown, CT (24 miles from East Lyme, CT)
- 8 hours ago
- Middletown, CT (24 miles from East Lyme, CT)
- 8 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Middletown, CT (24 miles from East Lyme, CT)
- 4 days ago
- Middletown, CT (24 miles from East Lyme, CT)
- 4 days ago
This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better...
Financial Solutions Advisor - Consumer Investments - Niantic Financial Center, CT
- East Lyme, CT
- 12 days ago
- East Lyme, CT
- 12 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 - Niantic Financial Center, CT
- Niantic, CT (3 miles from East Lyme, CT)
- 14 days ago
- Niantic, CT (3 miles from East Lyme, CT)
- 14 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 Advisor - Career Change Opportunity
- Stonington, CT (16 miles from East Lyme, CT)
- 14 days ago
- Stonington, CT (16 miles from East Lyme, CT)
- 14 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Solutions Advisor - Consumer Investments - Southeast CT. Market
- East Lyme, CT
- 17 days ago
- East Lyme, CT
- 17 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...
- Mystic, CT (13 miles from East Lyme, CT)
- 19 days ago
- Mystic, CT (13 miles from East Lyme, CT)
- 19 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor - Career Change Opportunity in Clinton
- Clinton, CT (16 miles from East Lyme, CT)
- 30+ days ago
- Clinton, CT (16 miles from East Lyme, CT)
- 30+ days ago
Financial Advisor - Career Change Opportunity in Clinton Job Ref: ... Employer: Network Company Name: Edward Jones Industry: Banking Job Type: Full Time State: Connecticut City: Clinton Zip Code:...
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (16 miles from East Lyme, CT)
- 30+ days ago
- Clinton, CT (16 miles from East Lyme, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Old Lyme, CT
- Old Lyme, CT (5 miles from East Lyme, CT)
- 30+ days ago
- Old Lyme, CT (5 miles from East Lyme, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Clinton, CT - Market 13, Region 330
- Clinton, CT (16 miles from East Lyme, CT)
- 30+ days ago
- Clinton, CT (16 miles from East Lyme, CT)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- East Hampton, NY (24 miles from East Lyme, CT)
- 45+ days ago
- East Hampton, NY (24 miles from East Lyme, CT)
- 45+ 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 Advisor - Altium Wealth Management
- Madison, CT (19 miles from East Lyme, CT)
- 60+ days ago
- Madison, CT (19 miles from East Lyme, CT)
- 60+ days ago
What You'll Do Assess client's financial situations, including income, expenses, assets and liabilities to develop tailored financial plans....
Accredited Financial Counselor
- Groton, CT (10 miles from East Lyme, CT)
- 60+ days ago
- Groton, CT (10 miles from East Lyme, CT)
- 60+ days ago
You will also offer individualized financial counseling, assist with creating financial plans, and help service members manage consumer complaints....
Merrill Financial Solutions Advisor - Central Shoreline CT Market
- Mystic, CT (13 miles from East Lyme, CT)
- 90+ days ago
- Mystic, CT (13 miles from East Lyme, CT)
- 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 East Lyme, CT
Moving to East Lyme, CT? Find some basic demographic data about East Lyme, CT below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in East Lyme, CT
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in East 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
- Mutual Funds
- Financial Planning
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- 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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