Corporate Financial Advisor Jobs in Westport, 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.
- Shelton, CT (16 miles from Westport, CT)
- 5 hours ago
- Shelton, CT (16 miles from Westport, CT)
- 5 hours ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote Work- Bridgeport, CT (7 miles from Westport, CT)
- 9 hours ago
- Bridgeport, CT (7 miles from Westport, CT)
- 9 hours 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...
Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center
- New Haven, CT (24 miles from Westport, CT)
- 14 hours ago
- New Haven, CT (24 miles from Westport, CT)
- 14 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market
- Katonah, NY (20 miles from Westport, CT)
- 1 day ago
- Katonah, NY (20 miles from Westport, CT)
- 1 day 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...
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas...
Junior Business Finance Advisor Fintech Industry
- Melville, NY (24 miles from Westport, CT)
- 1 day ago
- Melville, NY (24 miles from Westport, CT)
- 1 day ago
At The Accredited Group, we are transforming the way businesses access capital. As a market leader in commercial lending, we provide businesses with innovative financing solutionsempowering both...
- Stamford, CT (11 miles from Westport, CT)
- 2 days ago
- Stamford, CT (11 miles from Westport, CT)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Consultant (Remote Eligible)
- Fairfield, CT (4 miles from Westport, CT)
- 2 days ago
- Fairfield, CT (4 miles from Westport, CT)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Advisor Track TRAINING PROVIDED
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
Whether you're guiding individuals, families, or business owners, you'll provide customized financial planning solutions ranging from insurance and investments to retirement and education planning-and...
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
planning function is preferred but not required...
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
- Melville, NY (24 miles from Westport, CT)
- 4 days ago
About the Company I have been a financial advisor for the past 10 years, prior to that a CPA in NYC. I have a built a large book of business I can no longer maintain. This is a unique opportunity...
- Danbury, CT (17 miles from Westport, CT)
- 6 days ago
- Danbury, CT (17 miles from Westport, CT)
- 6 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning....
Associate Financial Advisor - R25_0000000403
- Greenwich, CT (16 miles from Westport, CT)
- 8 days ago
- Greenwich, CT (16 miles from Westport, CT)
- 8 days ago
Help conduct the smooth operation of a fast-paced-and friendly-financial planning office....
- Milford, CT (16 miles from Westport, CT)
- 8 days ago
- Milford, CT (16 miles from Westport, CT)
- 8 days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
Demographic Data for Westport, CT
Moving to Westport, CT? Find some basic demographic data about Westport, CT below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Westport, CT
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Westport, 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
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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