Corporate Financial Consultant Jobs in Charlotte, NC
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.
upon which important personal financial planning decisions are based....
Sr Lead Business Execution Consultant - Financial Crimes Operations
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering...
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...
Job Summary Interviews patients who are uninsured/underinsured and determines which agencies will provide financial assistance with the patient's hospital and medical bills. Assists the patients...
- Mooresville, NC (21 miles from Charlotte, NC)
- 11 days ago
- Mooresville, NC (21 miles from Charlotte, NC)
- 11 days ago
Overview Position Overview: Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, youll...
Business Execution Consultant - Financial Crimes Operations
- Charlotte, NC (8 miles from Charlotte, NC)
- 14 days ago
- Charlotte, NC (8 miles from Charlotte, NC)
- 14 days ago
About this role: Wells Fargo is seeking a Business Execution Consultant to join our Financial Crimes Operations team within the Chief Operating Office. This role is part of a team that oversees...
Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building...
Merrill Financial Solutions Advisor - Charlotte & Associates Market
- Huntersville, NC (12 miles from Charlotte, NC)
- 60+ days ago
- Huntersville, NC (12 miles from Charlotte, NC)
- 60+ days ago
Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....
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...
Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances....
Remote WorkFinancial Advisor - Gastonia, NC
- Gastonia, NC (22 miles from Charlotte, NC)
- 30+ days ago
- Gastonia, NC (22 miles from Charlotte, NC)
- 30+ days ago
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...
Senior Consultant, Financial Reporting Debt & Securities IA&R Real Estate Solutions
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
analysis, post journal entries and prepare bank and general ledger reconciliations Review clients' books and records, reconcile account balances to supporting schedules, and ability to determine the...
Remote WorkFinancial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience Use our financial planning tools to gain a full understanding...
Financial Solutions Advisor Stage I Consumer Investments - West Charlotte Market
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Charlotte, NC
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Charlotte, NC 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
- 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
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- General Office Duties
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Bachelor's Degree
- Coaching
- Regulations
- Multitasking
- Policy Development
- 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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