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.
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....
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...
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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....
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Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning....
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning....
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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
planning, and documentation of transactions The Financial Counselor ensures patients understand their financial responsibilities while upholding customer service standards Essential Functions Perform...
MBA Leadership Development Program - Finance Consultant - REMOTE
- Madison, WI
- 17 days ago
- Madison, WI
- 17 days ago
We are seeking MBA graduates with an interest in: Strategy and competitive intelligence Financial planning and analysis Operations finance Treasury/capital markets Other financial areas such as: pricing...
Remote WorkJob 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,...
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Solutions include mutual funds, annuities, stocks, bonds, insurance products, and fee-based advisory accounts. This role is responsible for the retention and growth of Investment Service members....
SAP FINANCIAL CONSULTANT @ MS-DFA (RFS # 143263) POSTED BY SANDRA MORRIS JUN - 3 - 2025 COMMENTS OFF ON SAP FINANCIAL CONSULTANT @ MS-DFA (RFS # 143263) Please note the following details: Response...
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Corporate Financial Consultant Online Courses and Training Opportunities
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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
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Policy Development
- Coaching
- Bachelor's Degree
- Regulations
- Multitasking
- Microsoft Excel
- Sales
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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