Corporate Financial Consultant Jobs in Lake Oswego, OR
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.
Automotive Finance Consultant - BMW of Tigard
- Holman
- Tigard, OR (6 miles from Lake Oswego, OR)
- 1 day ago
- Tigard, OR (6 miles from Lake Oswego, OR)
- 1 day ago
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- Fisher Investments
- Gresham, OR (13 miles from Lake Oswego, OR)
- 1 day ago
- Gresham, OR (13 miles from Lake Oswego, OR)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Hybrid- Edward Jones
- Camas, WA (21 miles from Lake Oswego, OR)
- 1 day ago
- Camas, WA (21 miles from Lake Oswego, OR)
- 1 day ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonAccounting Project Consultant (Financial Edge)
- VanderHouwen
- Portland, OR (6 miles from Lake Oswego, OR)
- 5 days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 5 days ago
Accounting Project Consultant (Financial Edge) Our non-profit client is seeking an experienced Accounting Consultant to support a high-impact project focused on optimizing accounting systems,...
HybridAdvisor Development Program - Financial Solutions Advisor Trainee: Fairview Financial Center
- 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
- Fairview, OR (14 miles from Lake Oswego, OR)
- 5 days ago
- Fairview, OR (14 miles from Lake Oswego, OR)
- 5 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
In PersonInvestment Counselor (Financial Advisor Alternative)
- Fisher Investments
- Beaverton, OR (8 miles from Lake Oswego, OR)
- 6 days ago
- Beaverton, OR (8 miles from Lake Oswego, OR)
- 6 days ago
relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset...
HybridInvestment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fisher Investments
- Vancouver, WA (19 miles from Lake Oswego, OR)
- 7 days ago
- Vancouver, WA (19 miles from Lake Oswego, OR)
- 7 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Remote- Fisher Investments
- Portland, OR (6 miles from Lake Oswego, OR)
- 7 days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 7 days ago
Management team where you will manage your own roster of our high-net-worth clients....
RemoteSAP Finance Consultant- Product Costing Manager
- PwC
- Portland, OR (6 miles from Lake Oswego, OR)
- 12 days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 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 PersonFinancial Solutions Advisor- Williamette Valley
- Bank of America Corporation
- Lake Oswego, OR
- 13 days ago
- Lake Oswego, OR
- 13 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 Consultant- Beaverton, OR
- Fidelity
- Beaverton, OR (8 miles from Lake Oswego, OR)
- 13 days ago
- Beaverton, OR (8 miles from Lake Oswego, OR)
- 13 days 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...
In PersonPersonal Financial Counselor, Assignment Ready Counselor Oregon
- Magellan Health Services
- Portland, OR (6 miles from Lake Oswego, OR)
- 15 days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 15 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonFinancial Consultant - Employee Benefits
- IMA Financial Group, INC
- Portland, OR (6 miles from Lake Oswego, OR)
- 29 days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 29 days ago
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA...
In PersonComplex Director, Ameriprise Financial Advisors - OR/WA Complex
- Ameriprise Financial
- Portland, OR (6 miles from Lake Oswego, OR)
- 29 days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 29 days ago
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer....
RemoteFinancial Advisor - Vancouver, WA - Market 30, Region 226
- Edward Jones
- Vancouver, WA (19 miles from Lake Oswego, OR)
- 30+ days ago
- Vancouver, WA (19 miles from Lake Oswego, OR)
- 30+ days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonDemographic Data for Lake Oswego, OR
Moving to Lake Oswego, OR? Find some basic demographic data about Lake Oswego, OR below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Lake Oswego, OR
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Lake Oswego, OR 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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Here are some other career titles that require similar skills
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