Corporate Financial Consultant Jobs in Louisville, 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.
-Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans....
- Jeff, IN (6 miles from Louisville, KY)
- 9 days ago
- Jeff, IN (6 miles from Louisville, KY)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
- Louisville, KY
- 9 days ago
- Louisville, KY
- 9 days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Louisville, KY
- 9 days ago
- Louisville, KY
- 9 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Financial Solutions Advisor - Louisville Market
- Jeffersonville, IN (4 miles from Louisville, KY)
- 23 days ago
- Jeffersonville, IN (4 miles from Louisville, KY)
- 23 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...
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Solutions Advisor Registration Candidate - Jeffersonville Financial Center
- Jeffersonville, IN (4 miles from Louisville, KY)
- 30+ days ago
- Jeffersonville, IN (4 miles from Louisville, KY)
- 30+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Demographic Data for Louisville, KY
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Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Louisville, KY
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Louisville, 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
- Claims
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- General Office Duties
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Multitasking
- Sales
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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