Corporate Financial Consultant Jobs in Brookfield, WI
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 Bank Five Nine
- Oconomowoc, WI (21 miles from Brookfield, WI)
- 3 days ago
- Oconomowoc, WI (21 miles from Brookfield, WI)
- 3 days ago
Bank Financial Advisor Bank Five Nine Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's...
Financial Advisor - Financial Firm - Waukesha, WI
- Waukesha, WI (6 miles from Brookfield, WI)
- 21 days ago
- Waukesha, WI (6 miles from Brookfield, WI)
- 21 days ago
plans Assist clients with annuities, life, and long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong...
SAP Finance Consultant / Milwaukee / Hybrid
- Milwaukee, WI (9 miles from Brookfield, WI)
- 23 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 23 days ago
One of the largest ecological transformation companies is looking for a SAP Finance Consultant to join their hybrid team in Milwaukee, WI. The client is looking for an SAP Financial Consultant to...
Merrill Financial Solutions Advisor - Wisconsin Market
- Mequon, WI (13 miles from Brookfield, WI)
- 90+ days ago
- Mequon, WI (13 miles from Brookfield, WI)
- 90+ 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....
Location: Brookfield, WI (On-Site, 5 Days a Week) Salary: $70,000 - $75,000 (Based on Experience) Department: Finance Reports to: CFO FLSA Status: Exempt About the Role Wolter is seeking a...
Financial Counselor-Hrly, Patient Financial Services
- Milwaukee, WI (9 miles from Brookfield, WI)
- 29 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 29 days ago
Discover. Achieve. Succeed. #BeHere Location: US:WI:MILWAUKEE at our FROEDTERT HOSPITAL facility. This job is ON - SITE. FTE: 1.000000 Shift: 1st Schedule: Monday - Friday (no holidays or...
Financial Advisor - Lake Country and Surrounding Areas
- Delafield, WI (14 miles from Brookfield, WI)
- 30+ days ago
- Delafield, WI (14 miles from Brookfield, WI)
- 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...
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (12 miles from Brookfield, WI)
- 30+ days ago
- Muskego, WI (12 miles from Brookfield, WI)
- 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...
Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
- Delafield, WI (14 miles from Brookfield, WI)
- 30+ days ago
- Delafield, WI (14 miles from Brookfield, WI)
- 30+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 45+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 45+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Financial Counselor-Hrly, Menomonee Falls Hospital
- Menomonee Falls, WI (6 miles from Brookfield, WI)
- 45+ days ago
- Menomonee Falls, WI (6 miles from Brookfield, WI)
- 45+ days ago
Discover. Achieve. Succeed. #BeHere Location: US:WI:MENOMONEE FALLS at our FROEDTERT MEN FALLS HOSPITAL facility. This job is ON - SITE. FTE: 1.000000 Shift: 1st Schedule: Monday - Friday (no...
Financial Counselor - Aurora Family Services
- Milwaukee, WI (9 miles from Brookfield, WI)
- 45+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 45+ days ago
Department: 39608 Aurora Family Service - Financial Wellness Status: Part time Benefits Eligible: Yes Hou rs Per Week: 20 Schedule Details/Additional Information: 20 hours per week with weekday...
Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances....
Remote WorkDemographic Data for Brookfield, WI
Moving to Brookfield, WI? Find some basic demographic data about Brookfield, WI below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Brookfield, WI
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Brookfield, WI 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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