Corporate Financial Consultant Jobs in Concord, 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 - Charlotte South
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
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...
Associate Bank Financial Advisor
- Charlotte, NC (20 miles from Concord, NC)
- 11 hours ago
- Charlotte, NC (20 miles from Concord, NC)
- 11 hours ago
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...
Individual Financial Consultant
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-05-05 Base Pay Range: $26.00/hr. - $41.54/hr....
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...
Financial Consultant (Remote Eligible)
- Charlotte, NC (20 miles from Concord, NC)
- 2 days ago
- Charlotte, NC (20 miles from Concord, 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...
- Charlotte, NC (20 miles from Concord, NC)
- 2 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 2 days ago
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 (21 miles from Concord, NC)
- 9 days ago
- Cornelius, NC (21 miles from Concord, 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...
EPM Oracle Finance Consultant, Senior Associate
- Charlotte, NC (20 miles from Concord, NC)
- 21 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 21 days ago
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...
- Charlotte, NC (20 miles from Concord, NC)
- 21 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 21 days ago
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 (13 miles from Concord, NC)
- 28 days ago
- Charlotte, NC (13 miles from Concord, 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...
- Charlotte, NC (20 miles from Concord, NC)
- 60+ days ago
- Charlotte, NC (20 miles from Concord, NC)
- 60+ days ago
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 (18 miles from Concord, NC)
- 90+ days ago
- Huntersville, NC (18 miles from Concord, NC)
- 90+ days ago
Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....
Financial Advisor - Hickory / Charlotte, NC
- Charlotte, NC (20 miles from Concord, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Concord, 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...
HFA Financial Advisor Senior - Branch
- Charlotte, NC (20 miles from Concord, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Concord, NC)
- 45+ days ago
Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances....
Remote WorkSenior Consultant, Financial Reporting Debt & Securities IA&R Real Estate Solutions
- Charlotte, NC (20 miles from Concord, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Concord, NC)
- 45+ days ago
We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension...
Remote WorkDemographic Data for Concord, NC
Moving to Concord, NC? Find some basic demographic data about Concord, 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 Concord, NC
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Concord, 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
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Here are some other career titles that require similar skills
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