Corporate Financial Consultant Jobs in Plano, TX
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.
Financial Advisor - Career Change Opportunity
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
The National Accounts South Customer Unit Financial Team has an exciting opportunity available where you can join an Energetic and Goal Oriented team, that will allow you to gain knowledge of...
- Josephine, TX (23 miles from Plano, TX)
- 3 days ago
- Josephine, TX (23 miles from Plano, TX)
- 3 days ago
relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset...
Financial Solutions Advisor- Consumer Investments-South Atlanta Market
- Carrollton, TX (11 miles from Plano, TX)
- 5 days ago
- Carrollton, TX (11 miles from Plano, TX)
- 5 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
EPM Oracle Finance Consultant, Senior Associate
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
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...
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
Date: Apr 10, 2025 Location: Dallas, TX, US Category: Allied Health and Clinical Support Jobs Job Type: Day Schedule Type: Full-Time Requisition ID: 973572 Interested in a career with both meaning...
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions...
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join...
Financial Solutions Advisor - Consumer Investments - Central DFW
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Solutions Advisor - Consumer Investments - Greater DFW Area
- Cross Roads, TX (21 miles from Plano, TX)
- 9 days ago
- Cross Roads, TX (21 miles from Plano, TX)
- 9 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Consumer Investments Financial Solutions Advisor- East Dallas Area
- Garland, TX (10 miles from Plano, TX)
- 10 days ago
- Garland, TX (10 miles from Plano, TX)
- 10 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Solutions Advisor - Consumer Investments - Greater DFW Area
- McKinney, TX (11 miles from Plano, TX)
- 10 days ago
- McKinney, TX (11 miles from Plano, TX)
- 10 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Financial Solutions Advisor - Consumer Investments - Mid-Cities DFW Area
- Irving, TX (20 miles from Plano, TX)
- 13 days ago
- Irving, TX (20 miles from Plano, TX)
- 13 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Merrill Financial Solutions Advisor: Greater Dallas Market
- Dallas, TX (18 miles from Plano, TX)
- 15 days ago
- Dallas, TX (18 miles from Plano, TX)
- 15 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....
Registration & Financial Counselor - PRN - Mon - Fri 230pm - 11pm
- Dallas, TX (18 miles from Plano, TX)
- 16 days ago
- Dallas, TX (18 miles from Plano, TX)
- 16 days ago
Date: Apr 2, 2025 Location: Dallas, TX, US Category: Allied Health and Clinical Support Jobs Job Type: Evening Schedule Type: Part-Time Requisition ID: 974690 Interested in a career with both...
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Plano, TX
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Plano, TX 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
- 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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