Corporate Financial Consultant Jobs in Pawtucket, 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 Advisor - Norwood, Massachusetts
- TD Bank
- Norwood, MA (23 miles from Pawtucket, RI)
- 2 days ago
- Norwood, MA (23 miles from Pawtucket, RI)
- 2 days ago
Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...
In PersonBranch Manager, Ameriprise Financial Advisors - Providence, RI
- Ameriprise Financial
- Providence, RI (3 miles from Pawtucket, RI)
- 6 days ago
- Providence, RI (3 miles from Pawtucket, RI)
- 6 days ago
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer....
Remote- Brown University Health
- Providence, RI (3 miles from Pawtucket, RI)
- 20 days ago
- Providence, RI (3 miles from Pawtucket, RI)
- 20 days ago
SUMMARY: Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at...
In PersonFinancial Advisor Associate - Barrington, Rhode Island
- TD Bank
- Barrington, RI (9 miles from Pawtucket, RI)
- 21 days ago
- Barrington, RI (9 miles from Pawtucket, RI)
- 21 days ago
management....
In PersonFinancial Solutions Advisor - Sharon Financial Center
- Bank Of America
- Sharon, MA (19 miles from Pawtucket, RI)
- 22 days ago
- Sharon, MA (19 miles from Pawtucket, RI)
- 22 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 Solutions Advisor - South Shore Market
- Bank of America Corporation
- Sharon, MA (19 miles from Pawtucket, RI)
- 26 days ago
- Sharon, MA (19 miles from Pawtucket, RI)
- 26 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 PersonNational Financial Solutions Advisor I (Series 7 Required)
- Bank Of America
- East Providence, RI (4 miles from Pawtucket, RI)
- 30+ days ago
- East Providence, RI (4 miles from Pawtucket, RI)
- 30+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
In PersonPermanent Non-Clinical - Finance/Accounting Financial Counselor
- Aya Healthcare
- Brockton, MA (23 miles from Pawtucket, RI)
- 30+ days ago
- Brockton, MA (23 miles from Pawtucket, RI)
- 30+ days ago
Aya Healthcare has an immediate opening for a Permanent Non-Clinical - Finance/Accounting Financial Counselor job in Brockton, Massachusetts paying $18.00 to $27.00 per hour. This is a week...
In Person ContractFinancial Solutions Advisor Registration Candidate - Western MA Market
- Bank Of America
- North Attleboro, MA (7 miles from Pawtucket, RI)
- 30+ days ago
- North Attleboro, MA (7 miles from Pawtucket, 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, such as stocks, bonds, mutual funds, annuities, and banking...
In PersonFinancial Solutions Advisor - Rhode Island Market
- Bank Of America
- Johnston, RI (7 miles from Pawtucket, RI)
- 45+ days ago
- Johnston, RI (7 miles from Pawtucket, RI)
- 45+ 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 Advisor - Providence, RI
- Thrivent Financial for Lutherans
- Cranston, RI (6 miles from Pawtucket, RI)
- 90+ days ago
- Cranston, RI (6 miles from Pawtucket, RI)
- 90+ days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
In Person- Boston Medical Center
- Brockton, MA (23 miles from Pawtucket, RI)
- 90+ days ago
- Brockton, MA (23 miles from Pawtucket, RI)
- 90+ days ago
Position Summary: Under the direction of the Manager of Patient Access, identify and coordinate assistance to underinsured and uninsured patients through screening and referral to MassHealth...
In PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Providence, RI (3 miles from Pawtucket, RI)
- 90+ days ago
- Providence, RI (3 miles from Pawtucket, RI)
- 90+ days ago
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....
In PersonDemographic Data for Pawtucket, RI
Moving to Pawtucket, RI? Find some basic demographic data about Pawtucket, RI below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Pawtucket, RI
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Pawtucket, 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
- 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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