Corporate Financial Consultant Jobs in Buffalo, 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 Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Strong interest in financial planning and investment management Excellent interpersonal...
In PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC-New York
- Magellan Federal, Inc.
- Buffalo, NY
- 7 days ago
- Buffalo, 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 PersonFinancial Advisor - Erie & Niagra County NY Territory
- AIG
- Clarence Center, NY (16 miles from Buffalo, NY)
- 17 days ago
- Clarence Center, NY (16 miles from Buffalo, 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 - Erie & Niagra County, NY
- AIG
- Ransomville, NY (23 miles from Buffalo, NY)
- 17 days ago
- Ransomville, NY (23 miles from Buffalo, 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....
Remote- AIG
- Akron, NY (21 miles from Buffalo, NY)
- 17 days ago
- Akron, NY (21 miles from Buffalo, 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....
RemoteConducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales...
In PersonTransaction Advisory Senior Consultant- Financial Due Diligence
- Withum
- Buffalo, NY
- 45+ days ago
- Buffalo, NY
- 45+ days ago
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals...
In PersonFinancial Solutions Advisor - Upstate New York Market
- Bank of America Corporation
- Niagara Falls, NY (15 miles from Buffalo, NY)
- 45+ days ago
- Niagara Falls, NY (15 miles from Buffalo, 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 PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Buffalo, NY
- 60+ days ago
- Buffalo, NY
- 60+ days ago
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....
In Person- Edward Jones
- Williamsville, NY (10 miles from Buffalo, NY)
- 60+ days ago
- Williamsville, NY (10 miles from Buffalo, NY)
- 60+ days ago
This job posting is anticipated to remain open for 30 days, from 12-Mar-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonPersonal Financial Counselor - Army National Guard, Buffalo, NY
- Magellan Federal, Inc.
- Buffalo, NY
- 90+ days ago
- Buffalo, NY
- 90+ 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 Buffalo, NY
Moving to Buffalo, NY? Find some basic demographic data about Buffalo, NY below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Corporate Financial Consultant Jobs in Buffalo, NY
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Buffalo, 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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