Corporate Financial Advisor Jobs in New Canaan, 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.
- Spire Orthopedic Partners
- Stamford, CT (7 miles from New Canaan, CT)
- 18 hours ago
- Stamford, CT (7 miles from New Canaan, CT)
- 18 hours ago
Job DetailsLevel: ExperiencedJob Location: MSO Corporate 1000 - Stamford, CT 06905Position Type: Full TimeEducation Level: High School or EquivalentSalary Range: $29.05 - $43.60 HourlyTravel...
Remote- Spire Orthopedic Partners
- Stamford, CT (7 miles from New Canaan, CT)
- 18 hours ago
- Stamford, CT (7 miles from New Canaan, CT)
- 18 hours ago
Job DetailsLevel: ExperiencedJob Location: MSO Corporate 1000 - Stamford, CT 06905Position Type: Full TimeEducation Level: High School or EquivalentSalary Range: $26.40 - $33.00 HourlyTravel...
RemoteFinancial Solutions Advisor - Black Rock Turnpike Financial Center
- Bank Of America
- Fairfield, CT (11 miles from New Canaan, CT)
- 19 hours ago
- Fairfield, CT (11 miles from New Canaan, CT)
- 19 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...
In PersonMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market
- Bank Of America
- Stamford, CT (7 miles from New Canaan, CT)
- 1 day ago
- Stamford, CT (7 miles from New Canaan, CT)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
In Person- Edward Jones
- Nyack, NY (22 miles from New Canaan, CT)
- 2 days ago
- Nyack, NY (22 miles from New Canaan, CT)
- 2 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In Person- Edward Jones
- Milford, CT (23 miles from New Canaan, CT)
- 5 days ago
- Milford, CT (23 miles from New Canaan, CT)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Stamford, CT (7 miles from New Canaan, CT)
- 12 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 12 days ago
modeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In Person- OPTIMUS Health Care
- Bridgeport, CT (15 miles from New Canaan, CT)
- 13 days ago
- Bridgeport, CT (15 miles from New Canaan, CT)
- 13 days ago
Join a Team That Makes a Difference at Optimus Health Care! Are you passionate about providing high-quality, patient-centered care? Optimus Health Care-the largest provider of primary health care...
In PersonFinancial Solutions Advisor - Westchester / Bronx Market
- Bank of America Corporation
- Bronxville, NY (23 miles from New Canaan, CT)
- 14 days ago
- Bronxville, NY (23 miles from New Canaan, 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...
In PersonFinancial Advisor - Westchester
- AIG
- Somers, NY (14 miles from New Canaan, CT)
- 17 days ago
- Somers, NY (14 miles from New Canaan, CT)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
Remote- AIG
- Syosset, NY (23 miles from New Canaan, CT)
- 17 days ago
- Syosset, NY (23 miles from New Canaan, CT)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
RemoteFinancial Advisor - Nassua County
- AIG
- Oyster Bay, NY (19 miles from New Canaan, CT)
- 17 days ago
- Oyster Bay, NY (19 miles from New Canaan, CT)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
RemoteFinancial Advisor - New York City/Long Island
- AIG
- Palisades, NY (24 miles from New Canaan, CT)
- 17 days ago
- Palisades, NY (24 miles from New Canaan, CT)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
Remote- Ameriprise Financial
- Greenwich, CT (10 miles from New Canaan, CT)
- 26 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 26 days ago
Job Description The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset....
In PersonFinancial Consultant - Employee Benefits
- IMA Financial Group, INC
- Harrison, NY (17 miles from New Canaan, CT)
- 29 days ago
- Harrison, NY (17 miles from New Canaan, CT)
- 29 days ago
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA...
In PersonDemographic Data for New Canaan, CT
Moving to New Canaan, CT? Find some basic demographic data about New Canaan, CT below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in New Canaan, CT
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in New Canaan, 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
- Background Checks
- Prospecting
- Flexibility
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Know Your Customer
- Retirement Planning
- Estate Planning
- Capital Markets
- Investment Management
- Client Relationships
- Portfolio Management
- Compensation and Benefits
- Mortgage Processing
- Financial Services
- Due Diligence
- Business Planning
- Acquisitions
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Consulting
- Coaching
- Interpersonal Skills
- Employee Development
- Policy Development
- Collaboration
- Sales
- Regulations
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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