Corporate Financial Consultant Jobs in Connecticut
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.
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...
In Person- Spire Orthopedic Partners
- Stamford, CT
- 13 hours ago
- Stamford, CT
- 13 hours ago
Job DetailsLevel: ExperiencedJob Location: MSO Corporate 1000 - Stamford, CT 06905Position Type: Full TimeEducation Level: High School or EquivalentSalary Range: $29.05 - $43.60 HourlyTravel...
RemoteJob DetailsLevel: ExperiencedJob Location: MSO Corporate 1000 - Stamford, CT 06905Position Type: Full TimeEducation Level: High School or EquivalentSalary Range: $26.40 - $33.00 HourlyTravel...
RemoteFinancial Solutions Advisor - Black Rock Turnpike Financial Center
- Bank Of America
- Fairfield, CT
- 15 hours ago
- Fairfield, CT
- 15 hours 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...
In PersonMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market
- Bank Of America
- Stamford, CT
- 1 day ago
- Stamford, CT
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
In PersonFinancial Solutions Advisor Registration Candidate - North Haven Financial Center
- Bank Of America
- North Haven, CT
- 2 days ago
- North Haven, CT
- 2 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking...
In PersonThis job posting is anticipated to remain open for 30 days, from 28-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonUnderwriting Consultant, Financial Protection - Remote
- United Health Group
- Hartford, CT
- 6 days ago
- Hartford, CT
- 6 days ago
Primary Responsibilities: Prepare financial modeling for reserve calculation, budget calculation, and other ongoing reviews that directly aligns with client strategies Review and validate renewal and...
RemoteSAP Finance Consultant- Product Costing Manager
- PwC
- Stamford, CT
- 12 days ago
- Stamford, CT
- 12 days ago
modeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonJoin a Team That Makes a Difference at Optimus Health Care! Are you passionate about providing high-quality, patient-centered care? Optimus Health Care-the largest provider of primary health care...
In PersonMarketing Operations Senior Advisor - Financial & Strategic Planning
- Cigna
- Bloomfield, CT
- 14 days ago
- Bloomfield, CT
- 14 days ago
Primary Responsibilities The Marketing Operations team seeks a Senior Advisor to lead four core pillars of the function: Strategic Planning, Financial Operations, Change Management, and Learning &...
In PersonYoull create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
Remote- First Command Financial Services, Inc.
- New London, CT
- 21 days ago
- New London, CT
- 21 days ago
You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support:...
In PersonJob Description The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset....
In PersonFinancial Advisor Associate- Hartford, Connecticut
- TD Bank
- Hartford, CT
- 28 days ago
- Hartford, CT
- 28 days ago
management....
In PersonDemographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Connecticut
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Connecticut offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Background Checks
- Prospecting
- Flexibility
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Know Your Customer
- Retirement Planning
- Estate Planning
- Capital Markets
- Investment Management
- Client Relationships
- Portfolio Management
- Compensation and Benefits
- Mortgage Processing
- Financial Services
- Due Diligence
- Business Planning
- Acquisitions
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Consulting
- Coaching
- Interpersonal Skills
- Employee Development
- Policy Development
- Collaboration
- Sales
- Regulations
- Scheduling
- Leadership
- Communication Skills
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