Corporate Financial Consultant Jobs in Plainview, 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 - Rego Park, NY
- Rego Park, NY (20 miles from Plainview, NY)
- 2 days ago
- Rego Park, NY (20 miles from Plainview, NY)
- 2 days ago
Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning...
- Melville, NY (3 miles from Plainview, NY)
- 3 days ago
- Melville, NY (3 miles from Plainview, NY)
- 3 days ago
Financial Planning : Advisors should have a detailed understanding of all aspects of the financial planning process....
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Financial Counselor (Full-Time)
- Jackson Heights, NY (21 miles from Plainview, NY)
- 9 days ago
- Jackson Heights, NY (21 miles from Plainview, NY)
- 9 days ago
Overview of the Organization: Chhaya is the only South Asian and Indo-Caribbean Community Development Corporation (CDC) in the nation. Our mission is to build community power, housing stability,...
- Flushing, NY (18 miles from Plainview, NY)
- 9 days ago
- Flushing, NY (18 miles from Plainview, NY)
- 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...
- Jamaica, NY (18 miles from Plainview, NY)
- 9 days ago
- Jamaica, NY (18 miles from Plainview, NY)
- 9 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...
Financial Consultant Partner - Manhasset, NY Financial Consultant Partner - Manhasset, NY
- Manhasset, NY (11 miles from Plainview, NY)
- 9 days ago
- Manhasset, NY (11 miles from Plainview, NY)
- 9 days ago
plans for practice clients in partnership with your Sr....
- Great Neck, NY (12 miles from Plainview, NY)
- 9 days ago
- Great Neck, NY (12 miles from Plainview, NY)
- 9 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...
Financial Advisor - Middle Village, NY Financial Advisor - Middle Village, NY
- Middle Village, NY (21 miles from Plainview, NY)
- 9 days ago
- Middle Village, NY (21 miles from Plainview, NY)
- 9 days ago
Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize...
- Lynbrook, NY (13 miles from Plainview, NY)
- 9 days ago
- Lynbrook, NY (13 miles from Plainview, NY)
- 9 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...
- Hewlett, NY (15 miles from Plainview, NY)
- 9 days ago
- Hewlett, NY (15 miles from Plainview, NY)
- 9 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...
Financial Solutions Advisor - Central Long Island Market ( Bi-Lingual Mandarin Required)
- Syosset, NY (3 miles from Plainview, NY)
- 11 days ago
- Syosset, NY (3 miles from Plainview, NY)
- 11 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...
- Greenwich, CT (19 miles from Plainview, NY)
- 17 days ago
- Greenwich, CT (19 miles from Plainview, NY)
- 17 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset....
Financial Advisor-Fairfield County/Greenwich, CT.
- Greenwich, CT (19 miles from Plainview, NY)
- 22 days ago
- Greenwich, CT (19 miles from Plainview, NY)
- 22 days ago
Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...
Financial Solutions Advisor Registration Candidate
- Lynbrook, NY (13 miles from Plainview, NY)
- 23 days ago
- Lynbrook, NY (13 miles from Plainview, NY)
- 23 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 Plainview, NY
Moving to Plainview, NY? Find some basic demographic data about Plainview, NY below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Plainview, NY
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Plainview, 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
- 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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