Corporate Financial Consultant Jobs in Burlington, KY
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 - Cincinnati, OH
- Cincinnati, OH (18 miles from Burlington, KY)
- 2 hours ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 2 hours ago
Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry....
Investment Executive (Financial Advisor) Hyde Park, OH
- Newport, KY (15 miles from Burlington, KY)
- 8 days ago
- Newport, KY (15 miles from Burlington, KY)
- 8 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
- Cincinnati, OH (18 miles from Burlington, KY)
- 10 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 10 days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
Merrill Financial Solutions Advisor - Ohio Valley Market
- Cincinnati, OH (18 miles from Burlington, KY)
- 12 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 12 days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
Financial Consultant Partner - Cincinnati, OH
- Cincinnati, OH (18 miles from Burlington, KY)
- 13 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 13 days ago
plans for practice clients in partnership with your Sr....
Financial Consultant, Data Analytics
- Cincinnati, OH (18 miles from Burlington, KY)
- 14 days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 14 days ago
management products and services....
- Cincinnati, OH (18 miles from Burlington, KY)
- 45+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 45+ days ago
Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems,...
Oracle AMS Functional Consultant - Finance
- Cincinnati, OH (18 miles from Burlington, KY)
- 45+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 45+ days ago
Job Description We are: Navisite, Part of Accenture has evolved to become a trusted digital transformation partner for growing and established global brands. We provide global capabilities,...
- Norwood, OH (19 miles from Burlington, KY)
- 45+ days ago
- Norwood, OH (19 miles from Burlington, KY)
- 45+ days ago
Job Overview: This position is responsible for assisting the Financial Counseling Leaders and Trainer to educate, monitor and mentor team members across 10+ hospital and ambulatory sites....
Personal Financial Counselor; Cincinnati, OH
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military...
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
Financial Advisor - PNC Investments
- Fairfield, OH (24 miles from Burlington, KY)
- 60+ days ago
- Fairfield, OH (24 miles from Burlington, KY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance....
Remote WorkSales Transformation Consultant - Financial Services
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
Merrill Experienced Financial Advisor
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
- Cincinnati, OH (18 miles from Burlington, KY)
- 60+ days ago
Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools,...
Demographic Data for Burlington, KY
Moving to Burlington, KY? Find some basic demographic data about Burlington, KY below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Burlington, KY
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Burlington, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Outside Sales
- Military Background
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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