Corporate Financial Consultant Jobs in Colorado
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.
Financial Consultant - Financial Solutions Branch
- Charles Schwab Corporation
- Lone Tree, CO
- moments ago
- Lone Tree, CO
- moments ago
You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients....
In PersonFinancial Solutions Advisor - Colorado South Market - Spanish Preferred
- Bank Of America
- Aurora, CO
- 15 hours ago
- Aurora, CO
- 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 PersonFinancial Solutions Advisor - Colorado South Market
- Bank Of America
- Colorado Springs, CO
- 15 hours ago
- Colorado Springs, CO
- 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 Person- Bank Of America
- Aurora, CO
- 15 hours ago
- Aurora, CO
- 15 hours 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 PersonAbout this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business...
In PersonFinancial Solutions Advisor Registration Candidate - Clear Creek Crossing Financial Center
- Bank Of America
- Arvada, CO
- 1 day ago
- Arvada, CO
- 1 day 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 PersonFinancial Solutions Advisor Registration Candidate - Citadel Financial Center
- Bank Of America
- Colorado Springs, CO
- 1 day ago
- Colorado Springs, CO
- 1 day 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 PersonThe Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage...
In PersonLead financial modeling and scenario analysis for transactions and ongoing JV evaluations. Oversee JV financial performance, capital expenditures, and budget alignment....
In Person Full TimeYou must have a strong understanding of financial planning and analysis (FP&A), internal controls, risk management, and compliance....
In Person Full TimeMinimum Requirements Bachelor's degree with preferred fields being in the areas of financial planning, finance, wealth management, math or a related field....
In PersonFinancial Solutions Advisor Registration Candidate - Front Range Village Financial Center
- Bank Of America
- Fort Collins, CO
- 7 days ago
- Fort Collins, CO
- 7 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 27-May-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
In PersonFinancial Counselor, PFC - Peterson/Schriever SFB, CO.
- Magellan Federal, Inc.
- CO
- 7 days ago
- CO
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
RemoteAre you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you...
In PersonDemographic Data for Colorado
Moving to Colorado? Find some basic demographic data about Colorado below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Colorado
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Colorado 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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