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.
Advisor, Financial Systems - SAP FI/CO
- Cardinal Health
- Madison, WI
- 4 hours ago
- Madison, WI
- 4 hours ago
What Financial Systems contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and...
RemoteResearching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonFinancial Advisor Sales Assistant
- Johnson Financial Group
- Kenosha, WI
- 2 days ago
- Kenosha, WI
- 2 days ago
Manage and enter data through use of Financial Planning operating systems. Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer....
In PersonSupports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning....
In PersonSupports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning....
In PersonResident Financial Counselor (Senior Living)
- Illuminus
- Watertown, WI
- 4 days ago
- Watertown, WI
- 4 days ago
Job Type Full-time Description Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior Living) to join our team. In this...
In PersonDirector of Planning Operations - Voyage Financial Advisors
- Thrivent Financial for Lutherans
- Eau Claire, WI
- 6 days ago
- Eau Claire, WI
- 6 days ago
Lead, coach, and develop members of the financial planning team. Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency....
In PersonSell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs....
In PersonDirector of Planning Operations Voyage Financial Advisors
- Thrivent Financial
- Wausau, WI
- 7 days ago
- Wausau, WI
- 7 days ago
Lead, coach, and develop members of the financial planning team. Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency....
In PersonPersonal Financial Counselor; Madison, WI
- Magellan Federal, Inc.
- Madison, WI
- 7 days ago
- Madison, WI
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
Remotemanagement and financial planning practice....
HybridThis job posting is anticipated to remain open for 30 days, from 22-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Milwaukee, WI
- 12 days ago
- Milwaukee, WI
- 12 days ago
modeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonTeam-Based Financial Advisor - Lakefront Group
- Thrivent Financial for Lutherans
- Fond du Lac, WI
- 12 days ago
- Fond du Lac, WI
- 12 days ago
We are growing and adding a Team-Based Financial Advisor to our team, which serves our Christian clientele throughout their financial journey with a focus on comprehensive financial planning, investment...
In PersonPatient Financial Services Financial Counselor
- The Richland Hospital, Inc.
- Richland Center, WI
- 13 days ago
- Richland Center, WI
- 13 days ago
The Financial Counselor in Patient Financial Services plays a key role in supporting patients with their financial responsibilities related to healthcare services. This position is responsible for...
In PersonDemographic 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
- Networking
- Background Checks
- Prospecting
- Flexibility
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Know Your Customer
- Retirement Planning
- Estate Planning
- Capital Markets
- Investment Management
- Client Relationships
- Portfolio Management
- Compensation and Benefits
- Mortgage Processing
- Financial Services
- Due Diligence
- Business Planning
- Acquisitions
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Consulting
- Coaching
- Interpersonal Skills
- Employee Development
- Policy Development
- Collaboration
- Sales
- Regulations
- Scheduling
- 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 »