Corporate Financial Consultant Jobs in Plano, TX
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.
- Dallas, TX (18 miles from Plano, TX)
- 15 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 15 hours ago
$133k Per Year Position range in Dallas County $57k - $109k Per Year Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) (1635283), Ernst & Young U.S. LLP, Dallas, TX....
Individual Financial Consultant
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2025-08-22Base Pay Range: $32.64/hr - $36.30/hr Actual base salary may vary based upon, but not limited to, relevant experience...
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1635283
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
Registration & Financial Counselor - PRN - Mon-Fri 630a-5p
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
Date: Jul 27, 2025 Location: Dallas, TX, US Category: Allied Health and Clinical Support Jobs Job Type: Evening Schedule Type: Part-Time Requisition ID: 974690 Interested in a career with both...
- Richardson, TX (6 miles from Plano, TX)
- 4 days ago
- Richardson, TX (6 miles from Plano, TX)
- 4 days ago
Infosys is seeking a Workday Finance / Technical Lead Consultant with extensive experience in Workday economy. This person will interface with key stakeholders, apply domain and technical and...
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
Who We Are FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks...
Financial Solutions Advisor- Uptown Dallas Financial Solutions Advisor- Uptown Dallas
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 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...
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
Financial Solutions Advisor- Greater DFW Area Financial Solutions Advisor- Greater DFW Area
- Cross Roads, TX (21 miles from Plano, TX)
- 9 days ago
- Cross Roads, TX (21 miles from Plano, TX)
- 9 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 Advisor Financial Advisor
- Carrollton, TX (11 miles from Plano, TX)
- 9 days ago
- Carrollton, TX (11 miles from Plano, TX)
- 9 days ago
model....
- McKinney, TX (11 miles from Plano, TX)
- 9 days ago
- McKinney, TX (11 miles from Plano, TX)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
- Flower Mound, TX (22 miles from Plano, TX)
- 9 days ago
- Flower Mound, TX (22 miles from Plano, TX)
- 9 days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
Financial Solutions Advisor - East Dallas Financial Solutions Advisor - East Dallas
- Garland, TX (10 miles from Plano, TX)
- 9 days ago
- Garland, TX (10 miles from Plano, TX)
- 9 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...
- Frisco, TX (11 miles from Plano, TX)
- 9 days ago
- Frisco, TX (11 miles from Plano, TX)
- 9 days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management....
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Plano, TX
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Plano, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Outside Sales
- Military Background
- Claims
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- General Office Duties
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Multitasking
- Sales
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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