Corporate Financial Consultant Jobs in New York
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.
Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs....
Employment Type: Full time Shift: Day Shift Description: Financial Counselor Samaritan Hospital Full Time Days Position Highlights: Quality of Life: Where career opportunities and quality of life...
Advisor Development Program - Financial Solutions Advisor Trainee: South Park Financial Center
- Buffalo, NY
- 1 day ago
- Buffalo, NY
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial and Banking Services : Various benefits and financial planning assistance....
Accountabilities: Business development and client relationship building Provide financial planning detailed process through client discovery and use of confidential client profile and financial planning...
planning Maintain department P&Ls Assist in the strategic Capital spend and forecasting Assist in acquisition, merger and expansion due diligence Assist Operations with metrics and other requests Ad-hoc...
Remote WorkFinancial Solutions Advisor Stage II - Consumer Investments - North Brooklyn Market
- New York, NY
- 2 days ago
- New York, NY
- 2 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 - Consumer Investments - Upstate New York Markets
- Depew, NY
- 2 days ago
- Depew, NY
- 2 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...
Our talented Data and AI Practice is made up of globally recognized experts- and there's room for more analytical and ambitious data professionals. If you're passionate about helping clients, make...
to obtain a 63 or 66 within the Licensing & Registration Schedule Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule Advanced understanding of wealth management...
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...
Financial Solutions Advisor Stage II - Consumer Investments - Manhattan South Market
- New York, NY
- 2 days ago
- New York, NY
- 2 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...
SENIOR CONSULTANT FINANCIAL SERVICES Job Details Job Location Tarrytown NY, NY Join us at Christian Brothers Services, where our mission is to support and serve the Catholic Church and its...
Reviews and understands investment options available through third party providers, including but not limited to mutual funds and insurance products....
TEKsystems Financial Counselor Billing Associate in Rochester , New York Description Ensure full reimbursement is received by the client for clinical services rendered including professional,...
Demographic Data for New York
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Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in New York
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- Hyperion Financial Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Services
- Mortgage Processing
- Portfolio Management
- Fraud Investigation
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Financial Management
- Finance
- Sales Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Consulting
- Flexibility
- Coaching
- Interpersonal Skills
- Bachelor's Degree
- Employee Development
- Sales
- Regulations
- Multitasking
- Policy Development
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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