Corporate Financial Consultant Jobs in Rhode Island
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.
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares...
At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning....
MBA Leadership Development Program - Finance Consultant - REMOTE
- Providence, RI
- 12 days ago
- Providence, RI
- 12 days ago
We are seeking MBA graduates with an interest in: Strategy and competitive intelligence Financial planning and analysis Operations finance Treasury/capital markets Other financial areas such as: pricing...
Remote WorkAdvisor, Financial Planning & Analysis - Supply Chain
- Providence, RI
- 12 days ago
- Providence, RI
- 12 days ago
Financial Planning & Analysis provides strategic partnership and objective guidance to business units....
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
- Newport, RI
- 12 days ago
- Newport, RI
- 12 days ago
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for...
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies....
plans using our array of services while considering each client's financial needs and life circumstances Additional Information Help for Additional Information.....
Job Description: Explain financial requirements and insurance/third party payor hospitalization benefits to the patient or responsible party Interpret and provide information regarding patients...
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,...
National Financial Solutions Advisor I (Lincoln, RI) (Series 7 Required)
- Lincoln, RI
- 30+ days ago
- Lincoln, RI
- 30+ days ago
Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a...
Job Description: Explain financial requirements and insurance/third party payor hospitalization benefits to the patient or responsible party Interpret and provide information regarding patients...
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Demographic Data for Rhode Island
Moving to Rhode Island? Find some basic demographic data about Rhode Island below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Rhode Island
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Rhode Island 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
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Relationship Management
- Wealth Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Multitasking
- Microsoft Excel
- Sales
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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