Corporate Financial Consultant Jobs in Milwaukee, 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.
Patient Financial Counselor-Hrly, Froedtert Hospital
- Milwaukee, WI
- 4 days ago
- Milwaukee, WI
- 4 days ago
Discover. Achieve. Succeed. #BeHere Eligible for sign-on bonus up to $1,000! Location: US:WI:MILWAUKEE at our FROEDTERT HOSPITAL facility. This job is ON - SITE. FTE: 0.875000 Standard Hours:...
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Regional Financial Consultant Regional Financial Consultant
- Milwaukee, WI
- 9 days ago
- Milwaukee, WI
- 9 days ago
Work directly with the VP Distribution Performance/Principal and Field business partners on developing both short-term and longer-term financial plans for each Office....
modeling, or rate setting Ability to work on team projects and initiatives in a dynamic environment Advanced MS Office skills What makes you stand out?...
desire to develop skills in client service, wealth management, new business development and practice management Bachelors degree Required....
- Delafield, WI (24 miles from Milwaukee, WI)
- 16 days ago
- Delafield, WI (24 miles from Milwaukee, WI)
- 16 days ago
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Patient Financial Counselor-Hrly, Menomonee Falls Hospital
- Menomonee Falls, WI (13 miles from Milwaukee, WI)
- 17 days ago
- Menomonee Falls, WI (13 miles from Milwaukee, WI)
- 17 days ago
Discover. Achieve. Succeed. #BeHere Location: US:WI:MENOMONEE FALLS at our FROEDTERT MEN FALLS HOSPITAL facility. This job is ON - SITE. FTE: 1.000000 Standard Hours : 40.00 Shift:1 Shift Details:...
modeling, or rate setting Ability to lead large teams, projects, and initiatives in a dynamic environment Advanced MS Office skills What makes you stand out?...
- Wauwatosa, WI (4 miles from Milwaukee, WI)
- 30+ days ago
- Wauwatosa, WI (4 miles from Milwaukee, WI)
- 30+ days ago
Work directly with the VP Distribution Performance/Principal and Field business partners on developing both short-term and longer-term financial plans for each Office....
Job Description We are: Navisite, Part of Accenture has evolved to become a trusted digital transformation partner for growing and established global brands. We provide global capabilities,...
Sales Transformation Consultant - Financial Services
- Milwaukee, WI
- 60+ days ago
- Milwaukee, WI
- 60+ 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...
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...
Personal Financial Counselor, Assignment Ready Counselor, PFC, Wisconsin
- Milwaukee, WI
- 60+ days ago
- Milwaukee, WI
- 60+ 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...
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 holidays or...
- Germantown, WI (17 miles from Milwaukee, WI)
- 90+ days ago
- Germantown, WI (17 miles from Milwaukee, WI)
- 90+ days ago
Qualifications Experience Required 5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field....
Demographic Data for Milwaukee, WI
Moving to Milwaukee, WI? Find some basic demographic data about Milwaukee, WI below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Milwaukee, WI
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Milwaukee, 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
- 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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