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 Advisor Development Specialist, UBS Wealth Advice Center
- Charlotte, NC
- 13 hours ago
- Charlotte, NC
- 13 hours ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Knowledge of financial services, investment products/principles and concepts, as well as mutual funds, ETFs and an understanding of capital markets....
National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
Senior Consultant, Financial Reporting & Accounting IA&R Real Estate Solutions
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
analysis, post journal entries and prepare bank and general ledger reconciliations Review clients' books and records, reconcile account balances to supporting schedules, and ability to determine the...
Remote WorkProvide disciplined investing approaches, tax management strategies, and additional financial planning support....
**Equitable Pay and Benefits** : Equitable Total Rewards Program ( **Qualifications** **Required Qualifications** + 2 years of professional recruiting experience in financial services or wealth management...
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...
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...
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...
About this role: Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at...
Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution....
Financial Solutions Advisor Stage I - Consumer Investments -Wesley Chapel Financial Center
- Wesley Chapel, NC (13 miles from Charlotte, NC)
- 12 days ago
- Wesley Chapel, NC (13 miles from Charlotte, NC)
- 12 days ago
Job Description: Job Description At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients...
Sales Transformation Consultant - Financial Services
- Charlotte, NC
- 16 days ago
- Charlotte, NC
- 16 days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC
- 16 days ago
- Charlotte, NC
- 16 days ago
business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience Use our financial planning tools to gain a full understanding...
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
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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
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Mutual Funds
- Financial Planning
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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