Corporate Financial Consultant Jobs in Raleigh, 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.
Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving Whats Right throughout the last...
In Person-Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans....
In PersonAt 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...
In Person- State Employees' Credit Union
- Rolesville, NC (14 miles from Raleigh, NC)
- 6 days ago
- Rolesville, NC (14 miles from Raleigh, NC)
- 6 days ago
Minimum Requirements Must have four-year degree with preferred fields being in the areas of financial planning, finance, wealth management, math or a related field....
In Person- Edward Jones
- Cary, NC (8 miles from Raleigh, NC)
- 7 days ago
- Cary, NC (8 miles from Raleigh, NC)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Bank Of America
- Durham, NC (21 miles from Raleigh, NC)
- 7 days ago
- Durham, NC (21 miles from Raleigh, NC)
- 7 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
In Personmodeling 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 Person- Edward Jones
- Durham, NC (21 miles from Raleigh, NC)
- 23 days ago
- Durham, NC (21 miles from Raleigh, NC)
- 23 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonFinancial Counselor (PRN) Who We Are: At Triangle Springs, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant...
In PersonOptimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning....
In PersonStrategic Advisor Financial Monitoring & Analysis
- NC Health Affiliates LLC DBA Blue Cross NC
- Durham, NC (21 miles from Raleigh, NC)
- 45+ days ago
- Durham, NC (21 miles from Raleigh, NC)
- 45+ days ago
Process Improvement: Maintain and improve reporting templates and financial models for efficiency, consistency, and accuracy....
HybridUtilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance....
RemoteJob Description In the assigned Job Role of Package Project Lead 1, your Area Of Responsibility will be as below: Develop project timelines, proactively identify and address resource discrepancies...
In PersonSenior Financial Advisor - Experienced Professionals
- First Command Financial Services, Inc.
- Cary, NC (8 miles from Raleigh, NC)
- 45+ days ago
- Cary, NC (8 miles from Raleigh, NC)
- 45+ days ago
A financial plan, by itself, cannot assure that retirement or other financial goals will be met....
In PersonTeam-Based Financial Advisor - Apex Financial Group
- Thrivent Financial
- Apex, NC (16 miles from Raleigh, NC)
- 60+ days ago
- Apex, NC (16 miles from Raleigh, NC)
- 60+ days ago
We are growing and adding a Team-Based Financial Advisor to our team, which serves13,000+ clients with a focus on comprehensive financial planning....
In PersonDemographic Data for Raleigh, NC
Moving to Raleigh, NC? Find some basic demographic data about Raleigh, NC below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Raleigh, NC
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Raleigh, 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
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