Corporate Financial Consultant Jobs in Mequon, WI
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.
- Waukesha, WI (18 miles from Mequon, WI)
- 3 days ago
- Waukesha, WI (18 miles from Mequon, WI)
- 3 days ago
Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that...
Financial Advisor - Certification Provided
- Hartford, WI (21 miles from Mequon, WI)
- 5 days ago
- Hartford, WI (21 miles from Mequon, WI)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Oracle Finance Functional Consultant
- Grafton, WI (7 miles from Mequon, WI)
- 9 days ago
- Grafton, WI (7 miles from Mequon, WI)
- 9 days ago
Oracle Finance Functional Consultant Key Requirements - Must have completed two full life cycle implementations of core financial modules (GL/AP/AR/CM/Purchasing) in a multi-org, multi-currency...
- Milwaukee, WI (12 miles from Mequon, WI)
- 10 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 10 days ago
Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's...
EPM Oracle Finance Consultant, Sr. Manager
- Milwaukee, WI (12 miles from Mequon, WI)
- 13 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 13 days ago
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
Sales Transformation Consultant - Financial Services
- Milwaukee, WI (12 miles from Mequon, WI)
- 16 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 16 days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
Virtual Financial Advisor - Milwaukee
- Milwaukee, WI (12 miles from Mequon, WI)
- 16 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 16 days ago
The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to...
Financial Counselor-Hrly, Froedtert West
- West Bend, WI (21 miles from Mequon, WI)
- 17 days ago
- West Bend, WI (21 miles from Mequon, WI)
- 17 days ago
JOB REQUIREMENTS: Discover. Achieve. Succeed. #BeHere Location: US:WI:WEST BEND at our FROEDTERT WEST BEND HOSPITAL facility. This job is ON - SITE. FTE: 1.000000 Shift: 1st Schedule: 8am - 4:30pm...
Personal Financial Counselor, Assignment Ready Counselor, PFC, Wisconsin
- Milwaukee, WI (12 miles from Mequon, WI)
- 17 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 17 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...
- Hartford, WI (21 miles from Mequon, WI)
- 18 days ago
- Hartford, WI (21 miles from Mequon, WI)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- Milwaukee, WI (12 miles from Mequon, WI)
- 21 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 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,...
Merrill Financial Solutions Advisor - Wisconsin Market
- Milwaukee, WI (12 miles from Mequon, WI)
- 21 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 21 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....
Financial Advisor - Career Changers Encouraged to Apply!
- Milwaukee, WI (12 miles from Mequon, WI)
- 22 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 22 days ago
Provide customized financial strategies and solutions through factfinding and holistic financial planning....
- Germantown, WI (9 miles from Mequon, WI)
- 22 days ago
- Germantown, WI (9 miles from Mequon, WI)
- 22 days ago
Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs....
Financial Counselor-Hrly, Fch - Patient
- Milwaukee, WI (12 miles from Mequon, WI)
- 24 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 24 days ago
JOB REQUIREMENTS: Discover. Achieve. Succeed. #BeHere Location: US:WI:MILWAUKEE at our FROEDTERT HOSPITAL facility. This job is ON - SITE. FTE: 1.000000 Shift: 1st Schedule: Monday - Friday (no...
Demographic Data for Mequon, WI
Moving to Mequon, WI? Find some basic demographic data about Mequon, WI below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Mequon, WI
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Mequon, WI 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
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Here are some other career titles that require similar skills
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