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.
Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2025-08-22 Base Pay Range: $32.64/hr - $36.30/hr Actual base salary may vary based upon, but not limited to, relevant experience...
National Financial Solutions Advisor - Development Program (Charlotte, NC)
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
Job Description: National Financial Solutions Advisor - Development Program : At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country....
The 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...
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 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 - Charlotte, NC Financial Advisor - Charlotte, NC
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 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...
Financial Solutions Advisor I- Belmont
- Belmont, NC (11 miles from Charlotte, NC)
- 10 days ago
- Belmont, NC (11 miles from Charlotte, NC)
- 10 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...
Carolinas Fertility Institute, P.A. 3.5 Patient Financial Counselor Sign in to apply Charlotte, NC Sign in to apply Job description About us Carolinas Fertility Institute, P.A. is passionate about...
- Mooresville, NC (21 miles from Charlotte, NC)
- 16 days ago
- Mooresville, NC (21 miles from Charlotte, NC)
- 16 days ago
Overview Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, youll be the friendly...
Financial Solutions Advisor I- West Charlotte Market
- Charlotte, NC
- 16 days ago
- Charlotte, NC
- 16 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...
Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales opportunity and/or external...
- Cornelius, NC (16 miles from Charlotte, NC)
- 24 days ago
- Cornelius, NC (16 miles from Charlotte, NC)
- 24 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
Oracle EDM/Accounting Consultant - Financial Hierarchy Design
- Charlotte, NC
- 25 days ago
- Charlotte, NC
- 25 days ago
About This Role We are seeking an experienced Oracle EDM Consultant to support the transformation of a client's financial reporting capabilities. In this role, you'll lead the design and...
Financial Solutions Advisor Stage II - Consumer Investments -East Charlotte Market
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 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...
Financial Solutions Advisor Stage II Consumer Investments - Charlotte Market
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 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...
- Matthews, NC (13 miles from Charlotte, NC)
- 45+ days ago
- Matthews, NC (13 miles from Charlotte, NC)
- 45+ days ago
Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. This position is eligible for the TalentQuest employee referral program....
Demographic 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
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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
- 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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