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.
Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that...
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-05-05 Base Pay Range: $26.00/hr. - $41.54/hr....
- Concord, NC (20 miles from Charlotte, NC)
- 2 days ago
- Concord, NC (20 miles from Charlotte, NC)
- 2 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Job Summary Interviews patients who are underinsured and determines which agencies will provide financial assistance with the patient's hospital and medical bills. Assists the patient through the...
Financial Solutions Advisor Stage I Consumer Investments - North Charlotte Market
- Cornelius, NC (16 miles from Charlotte, NC)
- 9 days ago
- Cornelius, NC (16 miles from Charlotte, NC)
- 9 days ago
Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a...
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
Job Summary Interviews patients who are uninsured/underinsured and determines which agencies will provide financial assistance with the patient's hospital and medical bills. Assists the patients...
Business Execution Consultant - Financial Crimes Operations
- Charlotte, NC (8 miles from Charlotte, NC)
- 28 days ago
- Charlotte, NC (8 miles from Charlotte, NC)
- 28 days ago
About this role: Wells Fargo is seeking a Business Execution Consultant to join our Financial Crimes Operations team within the Chief Operating Office. This role is part of a team that oversees...
At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes...
Merrill Financial Solutions Advisor - Charlotte & Associates Market
- Huntersville, NC (12 miles from Charlotte, NC)
- 90+ days ago
- Huntersville, NC (12 miles from Charlotte, NC)
- 90+ days ago
Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances....
Remote WorkFinancial Advisor - Gastonia, NC
- Gastonia, NC (22 miles from Charlotte, NC)
- 45+ days ago
- Gastonia, NC (22 miles from Charlotte, NC)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
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
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
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- 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 »