Corporate Financial Consultant Jobs in Newburgh, 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 Advisor - Westchester
- AIG
- Poughquag, NY (19 miles from Newburgh, NY)
- 16 days ago
- Poughquag, NY (19 miles from Newburgh, NY)
- 16 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- First Command Financial Services, Inc.
- Highland Falls, NY (14 miles from Newburgh, NY)
- 21 days ago
- Highland Falls, NY (14 miles from Newburgh, NY)
- 21 days ago
You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support:...
In PersonFinancial Advisor Trainee-Poughkeepsie, NY Poughkeepsie, NY, USA
- TD Bank Group
- Poughkeepsie, NY (12 miles from Newburgh, NY)
- 27 days ago
- Poughkeepsie, NY (12 miles from Newburgh, NY)
- 27 days ago
Financial Advisor Trainee-Poughkeepsie, NY
In PersonFinancial Solutions Advisor - Albany / Hudson Valley Market
- Bank Of America
- Yorktown Heights, NY (21 miles from Newburgh, NY)
- 45+ days ago
- Yorktown Heights, NY (21 miles from Newburgh, 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 PersonPersonal Financial Counselor, PFC, Newburgh, NY
- Magellan Health
- Newburgh, NY
- 60+ days ago
- Newburgh, NY
- 60+ days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonPersonal Financial Counselor, Assignment Ready Counselor, PFC-New York
- Magellan Health Services
- Newburgh, NY
- 90+ days ago
- Newburgh, NY
- 90+ days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonIf not Series 7 licensed, FC will be required to obtain license within 90 days....
In PersonDemographic Data for Newburgh, NY
Moving to Newburgh, NY? Find some basic demographic data about Newburgh, NY below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Newburgh, NY
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Newburgh, 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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