Corporate Financial Consultant Jobs in Oregon
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.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fisher Investments
- Clackamas, OR
- 12 hours ago
- Clackamas, OR
- 12 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
HybridInvestment Counselor (Financial Advisor Alternative)
- Fisher Investments
- Columbia City, OR
- 13 hours ago
- Columbia City, OR
- 13 hours 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...
HybridAutomotive Finance Consultant - BMW of Tigard
- Holman
- Tigard, OR
- 20 hours ago
- Tigard, OR
- 20 hours 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 PersonManagement team where you will manage your own roster of our high-net-worth clients....
Hybridrelationships 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...
HybridAccounting Project Consultant (Financial Edge)
- VanderHouwen
- Portland, OR
- 5 days ago
- Portland, 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
- 5 days ago
- Fairview, 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 PersonLicensed Financial Advisor Assistant
- Peak Credit Union
- Eugene, OR
- 10 days ago
- Eugene, OR
- 10 days ago
Coordinates the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings material....
In PersonThis job posting is anticipated to remain open for 30 days, from 22-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Portland, OR
- 12 days ago
- Portland, 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 PersonWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
In PersonFinancial Solutions Advisor- Williamette Valley
- Bank of America Corporation
- Salem, OR
- 12 days ago
- Salem, OR
- 12 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 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 PersonResearching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonOverview Employer paid benefits - Medical, Dental, and Vision. (qualifying dependents included) Wage compensation - Min: $ 24.65 Max: $ 37.75 DEFINITION OF POSITION: The Patient Financial...
In PersonDemographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Oregon
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Oregon 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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