Corporate Financial Advisor Jobs in Cupertino, CA
A Corporate Financial Advisor plays a critical role in the finance industry. They offer strategic financial advice and direction to corporations to assist them in making informed decisions regarding investments, capital structure, cash management, and financial planning. This professional applies their knowledge of financial markets, tax laws, and insurance to help companies reach their financial objectives. They may also conduct risk assessments, prepare financial statements, and provide analysis of financial data to inform corporate strategy. Their understanding of corporate finance helps businesses optimize their financial performance, manage risk, and increase profitability.
To be an effective Corporate Financial Advisor, certain skills and qualifications are essential. They should have strong analytical, decision-making and problem-solving abilities, as well as excellent communication skills to present complex financial information in an understandable way. A bachelor's degree in finance, accounting, or related field is typically required, though many institutions prefer candidates with a Master's in Business Administration (MBA) or a Certified Financial Planner (CFP) certification. Prior to this role, a professional may have gained experience as a Financial Analyst, Investment Banker, or Corporate Financial Consultant. These roles often provide the necessary skills in analytical thinking, financial reporting, and strategic planning that are critical for success as a Corporate Financial Advisor.
Financial Consultant - Palo Alto, CA
- Fidelity Investments
- San Mateo, CA (22 miles from Cupertino, CA)
- 21 hours ago
- San Mateo, CA (22 miles from Cupertino, CA)
- 21 hours ago
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 join a team that...
In Person- Edward Jones
- Menlo Park, CA (12 miles from Cupertino, CA)
- 14 hours ago
- Menlo Park, CA (12 miles from Cupertino, CA)
- 14 hours ago
This job posting is anticipated to remain open for 30 days, from 02-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonPersonal Financial Counselor; Moffett Federal Airfield, CA
- Magellan Health
- Mountain View, CA (8 miles from Cupertino, CA)
- 7 days ago
- Mountain View, CA (8 miles from Cupertino, CA)
- 7 days ago
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)....
In PersonOracle EBS R12 Senior Techno-Functional Consultant (Finance & Procurement)
- Akshaya Inc
- Santa Clara, CA (8 miles from Cupertino, CA)
- 8 days ago
- Santa Clara, CA (8 miles from Cupertino, CA)
- 8 days ago
Job Title:Oracle EBS R12 Senior Techno-Functional Consultant (Finance & Procurement) Job Type : Contract Location: Santa Clara, CA (onsite 5 days) IP- Jade Global This role is 60% functional and...
In PersonFinancial Solutions Advisor Registration Candidate- Peninsula Market
- Bank of America Corporation
- Foster City, CA (20 miles from Cupertino, CA)
- 12 days ago
- Foster City, CA (20 miles from Cupertino, CA)
- 12 days ago
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA....
In PersonOracle PPM Finance Functional Consultant
- Symantrix Inc
- San Jose, CA (11 miles from Cupertino, CA)
- 14 days ago
- San Jose, CA (11 miles from Cupertino, CA)
- 14 days ago
Responsibilities Work on Oracle PPM and Finance Cloud implementation/support projects Gather and analyze business requirements Configure Oracle PPM and Financial modules based on client needs...
In PersonFinancial Solutions Advisor- Cupertino Financial Center
- Bank Of America
- Cupertino, CA
- 20 days ago
- Cupertino, CA
- 20 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...
In Person- CCRM
- Menlo Park, CA (12 miles from Cupertino, CA)
- 21 days ago
- Menlo Park, CA (12 miles from Cupertino, CA)
- 21 days ago
CCRM Fertility, a leader in fertility care with over 35 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help...
In PersonFinancial Advisor - Patelco Credit Union
- Lplfinancial
- San Mateo, CA (22 miles from Cupertino, CA)
- 30+ days ago
- San Mateo, CA (22 miles from Cupertino, CA)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
In PersonFinancial Solutions Advisor Registration Candidate- San Jose Market
- Bank Of America
- San Jose, CA (11 miles from Cupertino, CA)
- 30+ days ago
- San Jose, CA (11 miles from Cupertino, CA)
- 30+ days ago
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA....
In Person- TATA Consultancy Services
- San Jose, CA (11 miles from Cupertino, CA)
- 30+ days ago
- San Jose, CA (11 miles from Cupertino, CA)
- 30+ days ago
We are seeking a dynamic and results-driven Workday Finance Consultant with a strong background in sales and presales. The ideal candidate will possess deep expertise in Workday Finance modules,...
In PersonFinancial Counselor - PD - Days - Patient Access @ MV
- El Camino Health
- Mountain View, CA (8 miles from Cupertino, CA)
- 45+ days ago
- Mountain View, CA (8 miles from Cupertino, CA)
- 45+ days ago
El Camino Health is committed to hiring, retaining and growing the best and brightest professionals who will carry our mission and vision forward. We are proud of our reputation in the community:...
In Person- LPL Financial
- Burlingame, CA (24 miles from Cupertino, CA)
- 45+ days ago
- Burlingame, CA (24 miles from Cupertino, CA)
- 45+ days ago
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 employment opportunity at BMO Bank in...
In PersonAtWork Financial Advisor - BMO Bank
- LPL Financial
- San Jose, CA (11 miles from Cupertino, CA)
- 60+ days ago
- San Jose, CA (11 miles from Cupertino, CA)
- 60+ days ago
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 employment opportunity at BMO Bank in San...
In PersonFINANCIAL COUNSELOR (Tuesday through Saturday) PM Variable
- Washington Hospital Healthcare System
- Fremont, CA (19 miles from Cupertino, CA)
- 60+ days ago
- Fremont, CA (19 miles from Cupertino, CA)
- 60+ days ago
Salary Range: $76,128 - $102,793 Position Summary: Responsible for analyzing all private pay inpatient accounts to determine if there is potential government programs coverage such as Medi-Cal,...
In PersonDemographic Data for Cupertino, CA
Moving to Cupertino, CA? Find some basic demographic data about Cupertino, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Cupertino, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Cupertino, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Background Checks
- Prospecting
- Flexibility
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Know Your Customer
- Retirement Planning
- Estate Planning
- Capital Markets
- Investment Management
- Client Relationships
- Portfolio Management
- Compensation and Benefits
- Mortgage Processing
- Financial Services
- Due Diligence
- Business Planning
- Acquisitions
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Consulting
- Coaching
- Interpersonal Skills
- Employee Development
- Policy Development
- Collaboration
- Sales
- Regulations
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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