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.
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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...
Job Listing ID: 4283781 Job Title: Patient Financial Advisor Application Deadline: Open Until FilledJob Location: Clackamas Date Posted: 06/03/2025Hours Worked Per Week: Not Provided Shift: Not...
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...
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning....
Unleash Your Potential: Whether 2 Years or 20, Discover Rewarding Journeys with Us!** As a **Senior SAP Application Consultant, Finance** you will be expected to leverage your business process,...
They assist members with financial planning, investment strategies, and retirement planning, ensuring members receive personalized and effective financial solutions....
in Business with an emphasis in Finance or Investments, or equivalent experience At least 3 years investment services experience required with emphasis in the following areas: retirement planning, mutual...
Sales Transformation Consultant - Financial Services
- Beaverton, OR
- 16 days ago
- Beaverton, OR
- 16 days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
This position is responsible for determining patient financial liability and completing the financial assessment, assisting in the discovery of the patient income and assets and in identifying the...
Advisor Development Program - Financial Solutions Advisor Trainee: Sunset Esplanade Financial Center
- Hillsboro, OR
- 18 days ago
- Hillsboro, OR
- 18 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....
Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools,...
Financial Solutions Advisor Stage I Consumer Investments - Portland Metro
- Portland, OR
- 21 days ago
- Portland, OR
- 21 days ago
Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we're creating real, meaningful...
Demographic 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
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Mutual Funds
- Financial Planning
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Collaboration
- Flexibility
- Interpersonal Skills
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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