Corporate Financial Consultant Jobs in Monroe, WA
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 investment services
- Bellevue, WA (23 miles from Monroe, WA)
- 2 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 2 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (19 miles from Monroe, WA)
- 9 days ago
- Kirkland, WA (19 miles from Monroe, WA)
- 9 days ago
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 generosity at the center of...
Senior Patient Financial Counselor - Oncology
- Edmonds, WA (22 miles from Monroe, WA)
- 9 days ago
- Edmonds, WA (22 miles from Monroe, WA)
- 9 days ago
The Senior Patient Financial Counselor is responsible for insurance and eligibility verifications and assessment of financial requirements of recommended treatments including, but not limited to,...
Lynnwood Off Campus Emergency Department - Financial Counselor (0.6 FTE / Nights)
- Lynnwood, WA (18 miles from Monroe, WA)
- 11 days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 11 days ago
Welcome to a medical center where you're the center of attention. Pay range: $25.42 - $38.13 Exciting opportunity in Overlake's brand new Off-Campus Emergency Department. Overlake is preparing to...
Lynnwood Off Campus Emergency Department - Financial Counselor (0.8 FTE / Days)
- Lynnwood, WA (18 miles from Monroe, WA)
- 11 days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 11 days ago
Welcome to a medical center where you're the center of attention. Pay range: $25.42 - $38.13 Exciting opportunity in Overlake's brand new Off-Campus Emergency Department. Overlake is preparing to...
US Experienced Financial Advisor
- Bellevue, WA (23 miles from Monroe, WA)
- 11 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 11 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Personal Financial Counselor- Marysville, WA
- Marysville, WA (17 miles from Monroe, WA)
- 12 days ago
- Marysville, WA (17 miles from Monroe, WA)
- 12 days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military...
Associate Patient Financial Counselor - Revenue Capture
- Everett, WA (16 miles from Monroe, WA)
- 16 days ago
- Everett, WA (16 miles from Monroe, WA)
- 16 days ago
Associate Patient Financial Counselor - Revenue Capture Providence St. Joseph Health - Everett, WA Posted: 5/31/2025 - Expires: 8/29/2025 Job ID: 289649260 Apply Now I have already applied Save...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Stage I- Northwest Snoh...
- Monroe, WA
- 18 days ago
- Monroe, WA
- 18 days ago
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to...
- Bothell, WA (16 miles from Monroe, WA)
- 18 days ago
- Bothell, WA (16 miles from Monroe, WA)
- 18 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 are guided by a common...
Merrill Experienced Financial Advisor
- Bellevue, WA (23 miles from Monroe, WA)
- 21 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 21 days ago
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 Advisor - R25_0000000070
- Bellevue, WA (23 miles from Monroe, WA)
- 22 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 22 days ago
. * Schedule and conduct financial planning and advice meetings with clients and client prospects. * Build deep, meaningful relationships with clients and develop a service model to provide solutions...
Lead Financial Advisor - EA Buck - Bellevue, WA
- Bellevue, WA (23 miles from Monroe, WA)
- 24 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 24 days ago
plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client...
Financial Advisor- Team Sponsored Launch- Cascade West Group- Kirkland, WA
- Kirkland, WA (19 miles from Monroe, WA)
- 27 days ago
- Kirkland, WA (19 miles from Monroe, WA)
- 27 days ago
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 generosity at the center of...
Automotive Finance Consultant - Lexus of Seattle
- Lynnwood, WA (18 miles from Monroe, WA)
- 30+ days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 30+ days ago
Automotive Finance Consultant - Lexus of Seattle Holman - 3.3 Lynnwood, WA Job Details Full-time Estimated: $54.4K - $121K a year 9 hours ago Benefits Paid jury duty Health savings account Paid...
Demographic Data for Monroe, WA
Moving to Monroe, WA? Find some basic demographic data about Monroe, WA below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Monroe, WA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Monroe, WA 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
- Capital Markets
- 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
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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