Corporate Financial Consultant Jobs in Westport, 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.
- Shelton, CT (16 miles from Westport, CT)
- 1 hour ago
- Shelton, CT (16 miles from Westport, CT)
- 1 hour 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)
- 5 hours ago
- Bridgeport, CT (7 miles from Westport, CT)
- 5 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)
- 9 hours ago
- New Haven, CT (24 miles from Westport, CT)
- 9 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 Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Westport, CT
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Westport, 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
- 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
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Here are some other career titles that require similar skills
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