Corporate Financial Consultant Jobs in Wisconsin
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.
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's...
Financial Advisor - Certification Provided
- Mount Pleasant, WI
- 3 days ago
- Mount Pleasant, WI
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
. + Provides ongoing budget vs. actual revenue and expense variance analysis through review of both standard reports and reports which have been developed specifically for the entity. + Prepares verbal...
JOB REQUIREMENTS: Discover. Achieve. Succeed. #BeHere Location:US:WI:MENOMONEE FALLS at our FROEDTERT MEN FALLS HOSPITAL facility. Thisjob is ON - SITE. FTE: 1.000000 Shift: 1st Schedule: Monday -...
Compassion. Accountability. Collaboration. Foresight. Joy. These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day....
Compassion. Accountability. Collaboration. Foresight. Joy. These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day....
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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...
Merrill Financial Solutions Advisor - Wisconsin Market
- Green Bay, WI
- 8 days ago
- Green Bay, WI
- 8 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....
JOB REQUIREMENTS: Location: US:WI:MANITOWOC at our FROEDTERT HOLY FAMILYMEM HOSP facility. This job is ON - SITE. FTE: 1.000000 Shift: 1stSchedule: 8am - 4:30pm Job Summary: To assess patient...
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI
- 13 days ago
- Madison, WI
- 13 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Bank Financial Advisor Bank Five Nine Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Launch Your Financial Services Career with Us! Are you passionate about helping people plan for their financial future? Whether you're preparing to graduate or have recently started your career,...
JOB REQUIREMENTS: Number of Openings: 1 Job Title: FINANCIALCOUNSELOR-HRLY, HOLY FAMILY MEM HOSP Occupational Category: Pleasechoose the most appropriate choice based on the Job Title...
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Corporate Financial Consultant Jobs in Wisconsin
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Wisconsin offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Finance
- Financial Management
- Performance Management
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Corporate Financial Consultant Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »