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.
- Melville, NY (19 miles from Stamford, CT)
- 3 days ago
- Melville, NY (19 miles from Stamford, CT)
- 3 days ago
Financial Planning : Advisors should have a detailed understanding of all aspects of the financial planning process....
Financial Advisor Financial Advisor
- Plainview, NY (19 miles from Stamford, CT)
- 9 days ago
- Plainview, NY (19 miles from Stamford, CT)
- 9 days ago
model....
Financial Consultant Partner - Manhasset, NY Financial Consultant Partner - Manhasset, NY
- Manhasset, NY (19 miles from Stamford, CT)
- 9 days ago
- Manhasset, NY (19 miles from Stamford, CT)
- 9 days ago
plans for practice clients in partnership with your Sr....
- Great Neck, NY (21 miles from Stamford, CT)
- 9 days ago
- Great Neck, NY (21 miles from Stamford, CT)
- 9 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 - Southern CT. Market
- Yorktown Heights, NY (20 miles from Stamford, CT)
- 11 days ago
- Yorktown Heights, NY (20 miles from Stamford, CT)
- 11 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 - Central Long Island Market ( Bi-Lingual Mandarin Required)
- Syosset, NY (15 miles from Stamford, CT)
- 11 days ago
- Syosset, NY (15 miles from Stamford, CT)
- 11 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...
- Greenwich, CT (4 miles from Stamford, CT)
- 17 days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 17 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset....
Financial Advisor-Fairfield County/Greenwich, CT.
- Greenwich, CT (4 miles from Stamford, CT)
- 22 days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 22 days ago
Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...
Financial Consultant - Roslyn, NY
- Roslyn, NY (18 miles from Stamford, CT)
- 25 days ago
- Roslyn, NY (18 miles from Stamford, CT)
- 25 days ago
Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry....
Financial Advisor - New York City Metro
- White Plains, NY (11 miles from Stamford, CT)
- 26 days ago
- White Plains, NY (11 miles from Stamford, CT)
- 26 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Consultant Partner - Manhasset, NY
- Manhasset, NY (19 miles from Stamford, CT)
- 30+ days ago
- Manhasset, NY (19 miles from Stamford, CT)
- 30+ days ago
You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management....
Team Based Financial Advisor - Financial Synergy
- Elmsford, NY (14 miles from Stamford, CT)
- 30+ days ago
- Elmsford, NY (14 miles from Stamford, CT)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Solutions Advisor - Central Long Island Market
- Great Neck, NY (21 miles from Stamford, CT)
- 30+ days ago
- Great Neck, NY (21 miles from Stamford, CT)
- 30+ 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...
Consultant - Financial Services
- White Plains, NY (11 miles from Stamford, CT)
- 30+ days ago
- White Plains, NY (11 miles from Stamford, CT)
- 30+ days ago
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: What We'll Bring: At TransUnion, we have a welcoming and energetic environment that...
Personal Financial Counselor - Army National Guard, Farmingdale, NY
- Farmingdale, NY (22 miles from Stamford, CT)
- 30+ days ago
- Farmingdale, NY (22 miles from Stamford, CT)
- 30+ days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military...
Demographic Data for Stamford, CT
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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
- Outside Sales
- Military Background
- Claims
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- General Office Duties
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Multitasking
- Sales
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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