Corporate Financial Consultant Jobs in Lincoln, RI
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 Consultant Manager/Lead
- Smithfield, RI (4 miles from Lincoln, RI)
- 5 hours ago
- Smithfield, RI (4 miles from Lincoln, RI)
- 5 hours ago
Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes...
- Providence, RI (6 miles from Lincoln, RI)
- 5 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 5 days ago
. + Provides ongoing budget vs. actual revenue and expense variance analysis through review of both standard reports and reports which have been developed specifically for the entity. + Prepares verbal...
- Providence, RI (6 miles from Lincoln, RI)
- 6 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 6 days ago
As a trusted firm, we offer personalized financial planning, investment advice, and retirement strategies....
- Bridgewater, MA (24 miles from Lincoln, RI)
- 10 days ago
- Bridgewater, MA (24 miles from Lincoln, RI)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Providence, RI (6 miles from Lincoln, RI)
- 12 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 12 days ago
FINANCIAL ADVISOR LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $75,000 - $125,000 / yr ID CA... POSTED Apr 14, 2025 FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...
Wealth Management Client Associate / Financial Advisor Support
- Providence, RI (6 miles from Lincoln, RI)
- 13 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 13 days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
Advisor, Financial Planning and Analysis
- Providence, RI (6 miles from Lincoln, RI)
- 21 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 21 days ago
Financial Planning & Analysis provides strategic partnership and objective guidance to business units....
- Woonsocket, RI (6 miles from Lincoln, RI)
- 22 days ago
- Woonsocket, RI (6 miles from Lincoln, RI)
- 22 days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
- Providence, RI (6 miles from Lincoln, RI)
- 28 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 28 days ago
Job Description: Explain financial requirements and insurance/third party payor hospitalization benefits to the patient or responsible party Interpret and provide information regarding patients...
Financial Solutions Advisor - Consumer Investments - Rhode Island Market
- Woonsocket, RI (6 miles from Lincoln, RI)
- 28 days ago
- Woonsocket, RI (6 miles from Lincoln, RI)
- 28 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...
- Providence, RI (6 miles from Lincoln, RI)
- 30+ days ago
- Providence, RI (6 miles from Lincoln, RI)
- 30+ days ago
Summary: Under the general supervision of the Manager Patient Registration the Financial Counselor functions as a liaison between the hospital and patients to facilitate the solution of patient...
Financial Solutions Advisor - Consumer Investments - South Shore Market
- Norwood, MA (22 miles from Lincoln, RI)
- 30+ days ago
- Norwood, MA (22 miles from Lincoln, RI)
- 30+ 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...
Financial Solutions Advisor - Consumer Investments - Western MA Market
- Sutton, MA (21 miles from Lincoln, RI)
- 90+ days ago
- Sutton, MA (21 miles from Lincoln, RI)
- 90+ 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...
Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA
- Providence, RI (6 miles from Lincoln, RI)
- 90+ days ago
- Providence, RI (6 miles from Lincoln, RI)
- 90+ 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....
National Financial Solutions Advisor I (Lincoln, RI) (Series 7 Required)
- Lincoln, RI
- 90+ days ago
- Lincoln, RI
- 90+ days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
Demographic Data for Lincoln, RI
Moving to Lincoln, RI? Find some basic demographic data about Lincoln, RI below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Lincoln, RI
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Lincoln, RI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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