Corporate Financial Consultant Jobs in Crofton, MD
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.
Wealth Financial Advisor Relationship Manager
- CAPTRUST
- Alexandria, VA (24 miles from Crofton, MD)
- 16 hours ago
- Alexandria, VA (24 miles from Crofton, MD)
- 16 hours ago
Attend Client functions, as assigned, which may be after office hours Qualifications Minimum Qualifications: 6+ years of applicable industry experience Certified Financial Planner (CFP) designation...
HybridFinancial Solutions Advisor Registration Candidate- Metro VA Market
- Bank of America Corporation
- Arlington, VA (23 miles from Crofton, MD)
- 1 day ago
- Arlington, VA (23 miles from Crofton, MD)
- 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-Annapolis and Salisbury MD Area
- Bank of America Corporation
- Annapolis, MD (7 miles from Crofton, MD)
- 1 day ago
- Annapolis, MD (7 miles from Crofton, MD)
- 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 Person- Mercy Medical Center - Baltimore, MD
- Baltimore, MD (19 miles from Crofton, MD)
- 1 day ago
- Baltimore, MD (19 miles from Crofton, MD)
- 1 day ago
Summary Join Our Team at Mercy Medical Center - Now Hiring a Financial Counselor in our Institute for Cancer Care! Mercy Medical Center is honored to be recognized by Newsweek as one of America's...
In Person- Accenture
- Washington, DC (20 miles from Crofton, MD)
- 1 day ago
- Washington, DC (20 miles from Crofton, MD)
- 1 day ago
At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and safer and life better for people.Our 13,000+ people are united in a shared...
In Person- Edward Jones
- Dunkirk, MD (19 miles from Crofton, MD)
- 1 day ago
- Dunkirk, MD (19 miles from Crofton, MD)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 02-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonAssociate Bank Financial Advisor
- Wells Fargo
- Washington, DC (20 miles from Crofton, MD)
- 1 day ago
- Washington, DC (20 miles from Crofton, MD)
- 1 day ago
About 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 PersonIndependent Financial Advisor- Hybrid or Remote
- Goodwin Recruiting
- Washington, DC (20 miles from Crofton, MD)
- 1 day ago
- Washington, DC (20 miles from Crofton, MD)
- 1 day ago
Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance....
HybridMerrill Financial Solutions Advisor (Partially Licensed) Washington DC Market
- Bank Of America
- Washington, DC (20 miles from Crofton, MD)
- 2 days ago
- Washington, DC (20 miles from Crofton, MD)
- 2 days 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 PersonAdvisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue
- Bank of America Corporation
- Washington, DC (20 miles from Crofton, MD)
- 4 days ago
- Washington, DC (20 miles from Crofton, MD)
- 4 days 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 Advisor - Howard County, MD
- The Variable Annuity Life Insurance Company
- Linthicum Heights, MD (13 miles from Crofton, MD)
- 4 days ago
- Linthicum Heights, MD (13 miles from Crofton, MD)
- 4 days ago
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
Remote- Frontec Financial
- Andrews Air Force Base, MD (17 miles from Crofton, MD)
- 5 days ago
- Andrews Air Force Base, MD (17 miles from Crofton, MD)
- 5 days ago
Job Requirements Andrews Air Force Base, MD Secret Polygraph not specified Mid Level Career (5+ yrs experience) Salary not specified Join Premium to unlock estimated salaries Job Description...
In Person- Government Employee Benefit Association
- Hanover, MD (11 miles from Crofton, MD)
- 6 days ago
- Hanover, MD (11 miles from Crofton, MD)
- 6 days ago
Experience with MoneyGuidePro or other Financial Planning software...
In Person- Universal Health Services
- Washington, DC (20 miles from Crofton, MD)
- 6 days ago
- Washington, DC (20 miles from Crofton, MD)
- 6 days ago
Responsibilities Cedar Hill Regional Medical Center GW Health opened its doors this April as the first new full-service hospital in Washington, DC in more than 25 years! Integrating clinical care...
In PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC-Northern Virginia
- Magellan Federal, Inc.
- Arlington, VA (23 miles from Crofton, MD)
- 7 days ago
- Arlington, VA (23 miles from Crofton, MD)
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
RemoteDemographic Data for Crofton, MD
Moving to Crofton, MD? Find some basic demographic data about Crofton, MD below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Crofton, MD
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Crofton, MD 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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