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 Relationship Advisor
- Wells Fargo
- Charlotte, NC (20 miles from Concord, NC)
- 2 hours ago
- Charlotte, NC (20 miles from Concord, NC)
- 2 hours ago
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 Concord, NC)
- 2 days ago
- Mooresville, NC (21 miles from Concord, 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 (22 miles from Concord, NC)
- 6 days ago
- Matthews, NC (22 miles from Concord, 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 (20 miles from Concord, NC)
- 7 days ago
- Charlotte, NC (20 miles from Concord, 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 (20 miles from Concord, NC)
- 12 days ago
- Charlotte, NC (20 miles from Concord, 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 PersonSAP S/4HANA Finance Consultant
- Compunnel, Inc.
- Charlotte, NC (20 miles from Concord, NC)
- 13 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 13 days ago
We 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 (20 miles from Concord, NC)
- 14 days ago
- Charlotte, NC (20 miles from Concord, 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 (22 miles from Concord, NC)
- 19 days ago
- Wesley Chapel, NC (22 miles from Concord, 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 (20 miles from Concord, NC)
- 21 days ago
- Charlotte, NC (20 miles from Concord, 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 (20 miles from Concord, NC)
- 21 days ago
- Charlotte, NC (20 miles from Concord, 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 PersonBrokerage Financial Consultant
- Truist
- Charlotte, NC (20 miles from Concord, NC)
- 27 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 27 days ago
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...
In Person- Edward Jones
- Albemarle, NC (17 miles from Concord, NC)
- 27 days ago
- Albemarle, NC (17 miles from Concord, NC)
- 27 days ago
This job posting is anticipated to remain open for 30 days, from 07-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonFinancial Advisor - First Horizon Bank
- LPL Financial
- Charlotte, NC (20 miles from Concord, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Concord, 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 Person- The Pelora Group
- Charlotte, NC (20 miles from Concord, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Concord, NC)
- 30+ days ago
About 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
- 30+ days ago
- Concord, 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 PersonDemographic 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
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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
- 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
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