Corporate Financial Advisor Jobs in New Haven, 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 (21 miles from New Haven, CT)
- 13 hours ago
- Middletown, CT (21 miles from New Haven, CT)
- 13 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Wallingford, CT (11 miles from New Haven, CT)
- 2 days ago
- Wallingford, CT (11 miles from New Haven, CT)
- 2 days ago
Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that...
- Middletown, CT (21 miles from New Haven, CT)
- 4 days ago
- Middletown, CT (21 miles from New Haven, 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...
- Branford, CT (7 miles from New Haven, CT)
- 10 days ago
- Branford, CT (7 miles from New Haven, CT)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Counselor (Office, Intake, Admin) - HomeCare
- Bridgeport, CT (17 miles from New Haven, CT)
- 16 days ago
- Bridgeport, CT (17 miles from New Haven, CT)
- 16 days ago
Work where every moment matters. Every day, over 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 you...
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
- Newtown, CT (21 miles from New Haven, CT)
- 21 days ago
- Newtown, CT (21 miles from New Haven, CT)
- 21 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 - RDM Financial Group
- Westport, CT (24 miles from New Haven, CT)
- 28 days ago
- Westport, CT (24 miles from New Haven, CT)
- 28 days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Financial Advisor - Career Change Opportunity in Clinton
- Clinton, CT (20 miles from New Haven, CT)
- 30+ days ago
- Clinton, CT (20 miles from New Haven, 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:...
Executive Search Consultant- Finance and Accounting
- Berlin, CT (21 miles from New Haven, CT)
- 30+ days ago
- Berlin, CT (21 miles from New Haven, CT)
- 30+ days ago
The primary objective of the Talent Solutions Manager, Perm- Accounting and Finance role is to drive customer delight by selling Randstad's direct hire solutions to prospective clients, expand...
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (20 miles from New Haven, CT)
- 30+ days ago
- Clinton, CT (20 miles from New Haven, 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 (20 miles from New Haven, CT)
- 30+ days ago
- Clinton, CT (20 miles from New Haven, 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...
- Bridgeport, CT (17 miles from New Haven, CT)
- 45+ days ago
- Bridgeport, CT (17 miles from New Haven, CT)
- 45+ days ago
Overview: This role provides senior level expertise in audit engagements that span multiple portfolios which require in-depth business and risk knowledge to properly assess associated risk and...
Financial Solutions Advisor - Consumer Investments - Southeast CT. Market
- Milford, CT (9 miles from New Haven, CT)
- 45+ days ago
- Milford, CT (9 miles from New Haven, 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 (17 miles from New Haven, CT)
- 60+ days ago
- Madison, CT (17 miles from New Haven, CT)
- 60+ days ago
What You'll Do Assess client's financial situations, including income, expenses, assets and liabilities to develop tailored financial plans....
Merrill Financial Solutions Advisor - Central Shoreline CT Market
- New Haven, CT
- 60+ days ago
- New Haven, 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....
Demographic Data for New Haven, CT
Moving to New Haven, CT? Find some basic demographic data about New Haven, CT below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in New Haven, CT
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in New Haven, 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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