Corporate Financial Consultant Jobs in Albany, NY
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 Solutions Advisor - Clifton Country Road Financial Center
- Bank Of America
- Clifton Park, NY (7 miles from Albany, NY)
- 1 day ago
- Clifton Park, NY (7 miles from Albany, NY)
- 1 day 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 PersonAdvisor Development Program - Financial Solutions Advisor Trainee: Troy Financial Center
- Bank Of America
- Troy, NY (11 miles from Albany, NY)
- 6 days ago
- Troy, NY (11 miles from Albany, NY)
- 6 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 PersonPersonal Financial Counselor - Air National Guard, Scotia, NY
- Magellan Federal, Inc.
- Scotia, NY (13 miles from Albany, NY)
- 7 days ago
- Scotia, NY (13 miles from Albany, NY)
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
Remotemodeling 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 PersonSenior Consultant Financial Services - Risk & Regulatory
- Sia Partners
- Amsterdam, NY (22 miles from Albany, NY)
- 13 days ago
- Amsterdam, NY (22 miles from Albany, NY)
- 13 days ago
Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by...
RemoteSenior Consultant Financial Performance & Strategy
- Sia Partners
- Amsterdam, NY (22 miles from Albany, NY)
- 13 days ago
- Amsterdam, NY (22 miles from Albany, NY)
- 13 days ago
.Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by...
Remote- Edward Jones
- Troy, NY (11 miles from Albany, NY)
- 13 days ago
- Troy, NY (11 miles from Albany, NY)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 20-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- AIG
- Valley Falls, NY (18 miles from Albany, NY)
- 17 days ago
- Valley Falls, NY (18 miles from Albany, NY)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
RemoteFinancial Advisor - Albany Area
- AIG
- Westerlo, NY (19 miles from Albany, NY)
- 17 days ago
- Westerlo, NY (19 miles from Albany, NY)
- 17 days ago
Youll create trusting relationships and help use financial planning tools to help clients make decisions that can impact them in a big way....
RemoteFinancial Advisor - Albany, NY
- Thrivent Financial for Lutherans
- Albany, NY
- 26 days ago
- Albany, NY
- 26 days ago
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...
In PersonSenior Solutions Consultant - Financial Services
- Workiva
- Amsterdam, NY (22 miles from Albany, NY)
- 45+ days ago
- Amsterdam, NY (22 miles from Albany, NY)
- 45+ days ago
The Senior Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves. The qualified...
In PersonFinancial Solutions Advisor - Albany / Hudson Valley Market
- Bank of America Corporation
- Latham, NY (1 mile from Albany, NY)
- 45+ days ago
- Latham, NY (1 mile from Albany, NY)
- 45+ 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...
In Person- 1st National Bank of Scotia
- Scotia, NY (13 miles from Albany, NY)
- 60+ days ago
- Scotia, NY (13 miles from Albany, NY)
- 60+ days ago
Maintains a full working knowledge of various software packages to produce financial planning information for clients....
In PersonFinancial Counselor, Saratoga Hospital
- Albany Medical Health System
- Albany, NY
- 60+ days ago
- Albany, NY
- 60+ days ago
Department/Unit: Physicians Billing Work Shift: Day (United States of America) Salary Range: $40,495.10 - $52,643.64 The Albany Med Financial Counselor I position is responsible for providing...
In PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Albany, NY
- 90+ days ago
- Albany, NY
- 90+ days ago
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....
In PersonDemographic Data for Albany, NY
Moving to Albany, NY? Find some basic demographic data about Albany, NY below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Albany, NY
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Albany, NY 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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