Corporate Financial Consultant Jobs in North Carolina
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 Trainee-Wilmington, NC
- Raymond James
- Wilmington, NC
- 1 day ago
- Wilmington, NC
- 1 day ago
Continuously learn investment products, industry rules and regulations, and financial planning....
In PersonThis job posting is anticipated to remain open for 30 days, from 02-Jun-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
In PersonHolman 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 PersonSchedule: Friday - Monday | Day Shift (10 hour shifts) Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We...
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 PersonResearching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
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 PersonFinancial Advisor - Matthews, NC
- Navy Federal Credit Union
- Matthews, NC
- 5 days ago
- Matthews, NC
- 5 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 PersonMinimum 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 PersonNetSuite Financial Specialist Remote | Full-Time | Consulting Environment Are you a NetSuite Financials expert who enjoys helping organizations transform their finance operations and ERP...
Remote- Bank Of America
- Durham, NC
- 7 days ago
- Durham, 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 PersonPersonal Financial Counselor; Fort Bragg, NC
- Magellan Health
- Fort Bragg, NC
- 7 days ago
- Fort Bragg, NC
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonDirects and coordinates administrative and financial services which may include office, clerical, human resources support and supportive services. Familiar with medical financial concepts,...
In PersonSuperior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities....
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Greensboro, NC
- 11 days ago
- Greensboro, NC
- 11 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 PersonDemographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in North Carolina
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in North Carolina 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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