Corporate Financial Consultant Jobs in New Haven, CT
A Corporate Financial Consultant is a key player in the finance industry who provides expert advice and recommendations on financial matters to organizations. These professionals utilize their analytical skills to evaluate a company's financial health, helping them to make informed decisions about market trends, investments, and risk management. They also assist in the development of financial plans and strategies, budgeting, forecasting, and reporting. Financial consultants may also be involved in mergers and acquisitions, providing insight on potential deals and ensuring financial feasibility.
Before becoming a Corporate Financial Consultant, one may hold positions such as a Financial Analyst, Investment Banking Analyst, or even a Portfolio Manager. These roles provide the necessary exposure to financial markets and the dynamics of corporate finance. It is crucial for a Corporate Financial Consultant to have strong numerical skills, analytical abilities, and a solid understanding of market dynamics. Some relevant certifications in this field include the Chartered Financial Analyst (CFA) certification, Certified Financial Planner (CFP) certification or a Master's in Business Administration (MBA). Excellent communication and presentation skills are also vital as consultants frequently interact with high-level executives and stakeholders.
- Guilford, CT (12 miles from New Haven, CT)
- 9 days ago
- Guilford, CT (12 miles from New Haven, CT)
- 9 days ago
Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a...
Financial Counselor (Billing, Office, Intake, Admin) - HomeCare
- Bridgeport, CT (17 miles from New Haven, CT)
- 10 days ago
- Bridgeport, CT (17 miles from New Haven, CT)
- 10 days ago
Financial Counselor (Billing, Office, Intake, Admin) - HomeCare Hartford HealthCare Corp. - 3.6 Bridgeport, CT Job Details Full-time Estimated: $37.7K - $47K a year 1 day ago Qualifications...
Financial Counselor (Office, Intake, Admin) - HomeCare
- Bridgeport, CT (17 miles from New Haven, CT)
- 29 days ago
- Bridgeport, CT (17 miles from New Haven, CT)
- 29 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)
- 30+ days ago
- Newtown, CT (21 miles from New Haven, 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...
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Financial Advisor - RDM Financial Group
- Westport, CT (24 miles from New Haven, CT)
- 30+ days ago
- Westport, CT (24 miles from New Haven, CT)
- 30+ 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)
- 45+ days ago
- Clinton, CT (20 miles from New Haven, CT)
- 45+ 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:...
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (20 miles from New Haven, CT)
- 45+ days ago
- Clinton, CT (20 miles from New Haven, CT)
- 45+ 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)
- 45+ days ago
- Clinton, CT (20 miles from New Haven, CT)
- 45+ 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)
- 60+ days ago
- Milford, CT (9 miles from New Haven, CT)
- 60+ 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
- 90+ days ago
- New Haven, CT
- 90+ 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....
Schedule and conduct financial planning and advice meetings with clients and client prospects....
Demographic Data for New Haven, CT
Moving to New Haven, CT? Find some basic demographic data about New Haven, CT below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in New Haven, CT
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants 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 Consultant position
- Networking
- Military Background
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Month-End Close
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Relationship Management
- Risk Management
- Strategy Development
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Multitasking
- Sales
- Microsoft Excel
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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