Corporate Financial Consultant Jobs in Oregon
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.
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Planning Team....
Investment Advice: Provide strategic advice on investment products, including stocks, bonds, mutual funds, and insurance products....
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...
Investment Counselor (Financial Advisor Alternative)
- Columbia City, OR
- 1 day ago
- Columbia City, OR
- 1 day ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning....
Planning Team....
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Portland, OR
- 4 days ago
- Portland, OR
- 4 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
PeaceHealth is seeking a Financial Counselor for a Full Time, 1.00 FTE, Day position. The salary range for this job opening at PeaceHealth is $20.09 - $30.11. The hiring rate is dependent upon...
Job Listing ID: 4225625 Job Title: Patient Financial Counselor - Neuro PSVMC Application Deadline: 06/02/2025Job Location: Portland Date Posted: 03/05/2025Hours Worked Per Week: 40 Shift: Day...
. * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory...
The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times, providing financial insurance and payment information to...
Financial Solutions Advisor Stage I--CI --Eastside Mandarin--Evergreen
- Portland, OR
- 8 days ago
- Portland, OR
- 8 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the...
Financial Solutions Advisor Stage I--CI-Eastport Plaza-Mandarin--Evergreen
- Portland, OR
- 10 days ago
- Portland, OR
- 10 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the...
Demographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Oregon
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Oregon offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Individual Counseling
- Military Background
- Events
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- Hyperion Financial Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Performance Management
- Financial Management
- Finance
- Sales Management
- Relationship Management
- Strategy Development
- Risk Management
- Business Development
- Implementation
- Consulting
- Written Communication
- Flexibility
- Coaching
- Employee Development
- Sales
- Regulations
- Multitasking
- Policy Development
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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