Corporate Financial Advisor Jobs in Connecticut
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.
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But we offer something the competition simply can't: our unique branch-team business model....
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise Were...
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Financial Solutions Advisor - Consumer Investments - Western MA Market
- Milford, CT
- 11 days ago
- Milford, 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 Advisor & Planner - Brokerage/Premier Accounts
- Fairfield, CT
- 11 days ago
- Fairfield, CT
- 11 days ago
The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients...
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_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares...
2026 January Financial Advisor Development Program - Hartford
- Hartford, CT
- 12 days ago
- Hartford, CT
- 12 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Connecticut Institute for Communities, Inc.** Description: Connecticut Institute For Communities, Inc. (CIFC), seeks to hire a full-time Bilingual Financial Counselor. Under the direction of the...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Meriden, CT
- 14 days ago
- Meriden, CT
- 14 days ago
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy at Empower summary: As a Senior Financial Advisor & Planner specializing in Personal Strategy within wealth management, you manage...
Senior Consultant Financial Accounting Advisory Services
- Hartford, CT
- 14 days ago
- Hartford, CT
- 14 days ago
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory,...
Financial and Banking Services : Various benefits and financial planning assistance....
Complex Claims Consultant - Financial Lines/Public D&O
- Glastonbury, CT
- 17 days ago
- Glastonbury, CT
- 17 days ago
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of...
MBA Leadership Development Program - Finance Consultant - REMOTE
- Hartford, CT
- 17 days ago
- Hartford, CT
- 17 days ago
We are seeking MBA graduates with an interest in: Strategy and competitive intelligence Financial planning and analysis Operations finance Treasury/capital markets Other financial areas such as: pricing...
Remote WorkDemographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Connecticut
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Connecticut 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
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Policy Development
- Coaching
- Bachelor's Degree
- Regulations
- Multitasking
- Microsoft Excel
- Sales
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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