Corporate Financial Consultant Jobs in Charlotte, NC
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.
About this role: Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business...
In Person- Edward Jones
- Mooresville, NC (21 miles from Charlotte, NC)
- 2 days ago
- Mooresville, NC (21 miles from Charlotte, NC)
- 2 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonFinancial Advisor - Matthews, NC
- Navy Federal Credit Union
- Matthews, NC (13 miles from Charlotte, NC)
- 6 days ago
- Matthews, NC (13 miles from Charlotte, NC)
- 6 days ago
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG...
In PersonAssociate Financial Relationship Advisor
- Wells Fargo
- Charlotte, NC
- 7 days ago
- Charlotte, NC
- 7 days ago
About this role: Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and...
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Charlotte, NC
- 12 days ago
- Charlotte, NC
- 12 days ago
modeling 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 PersonWe are looking for an experienced SAP S/4 HANA Functional Consultant with deep expertise in Finance (FI/CO) modules, specifically with the Project Systems module, and proven experience in...
In PersonPMO Advisory Consultant (Financial Institutions, Corporate Real Estate- Non IT)
- Arcadis Global
- Charlotte, NC
- 14 days ago
- Charlotte, NC
- 14 days ago
Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries,...
In PersonFinancial Solutions Advisor - East Charlotte
- Bank of America Corporation
- Wesley Chapel, NC (13 miles from Charlotte, NC)
- 19 days ago
- Wesley Chapel, NC (13 miles from Charlotte, NC)
- 19 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 PersonFinancial Solutions Advisor- West Charlotte Market
- Bank of America Corporation
- Charlotte, NC
- 21 days ago
- Charlotte, NC
- 21 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 PersonSenior Project Consultant - Finance Solutions (Innovation and Emerging Tech Lead)
- Bank of America Corporation
- Charlotte, NC
- 21 days ago
- Charlotte, NC
- 21 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...
In PersonThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
In PersonFinancial Advisor - First Horizon Bank
- LPL Financial
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Horizon Bank...
In PersonAbout You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone?...
In Person- Cabarrus Rowan Community Health Center
- Concord, NC (20 miles from Charlotte, NC)
- 30+ days ago
- Concord, NC (20 miles from Charlotte, NC)
- 30+ days ago
Develop individualized financial plans for uninsured and underinsured patients, including setting up payment arrangements, determining eligibility for CRCHC's sliding fee discount program, and referring...
In PersonMortgage Financing Advisor - (Pulte Mortgage)
- PulteGroup
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 45+ days ago
This position is 100% in person Monday - Friday. Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential...
In PersonDemographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC 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 Charlotte, NC
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Charlotte, NC 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
Other Career Titles
Here are some other career titles that require similar skills
Corporate Financial Consultant Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »