Corporate Financial Consultant Jobs in Cornelius, 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.
Individual Financial Consultant
- Charlotte, NC (16 miles from Cornelius, NC)
- 2 days ago
- Charlotte, NC (16 miles from Cornelius, NC)
- 2 days ago
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 (16 miles from Cornelius, NC)
- 4 days ago
- Charlotte, NC (16 miles from Cornelius, 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....
Legal Operations Business Consultant- Finance
- Charlotte, NC (16 miles from Cornelius, NC)
- 9 days ago
- Charlotte, NC (16 miles from Cornelius, NC)
- 9 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...
- Charlotte, NC (16 miles from Cornelius, NC)
- 9 days ago
- Charlotte, NC (16 miles from Cornelius, 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 (16 miles from Cornelius, NC)
- 9 days ago
- Charlotte, NC (16 miles from Cornelius, 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 (19 miles from Cornelius, NC)
- 10 days ago
- Belmont, NC (19 miles from Cornelius, 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...
- Charlotte, NC (16 miles from Cornelius, NC)
- 14 days ago
- Charlotte, NC (16 miles from Cornelius, NC)
- 14 days ago
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 (5 miles from Cornelius, NC)
- 16 days ago
- Mooresville, NC (5 miles from Cornelius, 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 miles from Cornelius, NC)
- 16 days ago
- Charlotte, NC (16 miles from Cornelius, 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...
Financial Consultant (Sales/Licensed)
- Charlotte, NC (16 miles from Cornelius, NC)
- 24 days ago
- Charlotte, NC (16 miles from Cornelius, NC)
- 24 days ago
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...
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
Merrill Financial Solutions Advisor - Charlotte & Associates Market
- Huntersville, NC (4 miles from Cornelius, NC)
- 25 days ago
- Huntersville, NC (4 miles from Cornelius, NC)
- 25 days ago
Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....
Oracle EDM/Accounting Consultant - Financial Hierarchy Design
- Charlotte, NC (16 miles from Cornelius, NC)
- 26 days ago
- Charlotte, NC (16 miles from Cornelius, NC)
- 26 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 (16 miles from Cornelius, NC)
- 45+ days ago
- Charlotte, NC (16 miles from Cornelius, 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
- Concord, NC (21 miles from Cornelius, NC)
- 45+ days ago
- Concord, NC (21 miles from Cornelius, 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...
Demographic Data for Cornelius, NC
Moving to Cornelius, NC? Find some basic demographic data about Cornelius, 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 Cornelius, NC
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Cornelius, 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
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Multitasking
- Sales
- Staff Supervision
- Organization
- 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 »