Corporate Financial Advisor Jobs in Fountain Valley, 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.
Toyota Place - Finance Advisor
- Noarus TGG
- Garden Grove, CA (5 miles from Fountain Valley, CA)
- 1 hour ago
- Garden Grove, CA (5 miles from Fountain Valley, CA)
- 1 hour ago
Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling...
In PersonFinancial Advisor - No Experience Required
- East Irvine, CA (11 miles from Fountain Valley, CA)
- 15 hours ago
- East Irvine, CA (11 miles from Fountain Valley, CA)
- 15 hours ago
Financial Advisor No Experience Required About the Role: We are seeking motivated individuals to join our team. In this role, you will guide clients in building a secure financial future....
In Person- Edward Jones
- San Juan Capistrano, CA (24 miles from Fountain Valley, CA)
- 18 hours ago
- San Juan Capistrano, CA (24 miles from Fountain Valley, CA)
- 18 hours ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In Person- Edward Jones
- Orange, CA (7 miles from Fountain Valley, CA)
- 2 days ago
- Orange, CA (7 miles from Fountain Valley, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 01-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonFinancial Solutions Advisor Registration Candidate - Eastland Financial Center
- Bank Of America
- West Covina, CA (24 miles from Fountain Valley, CA)
- 2 days ago
- West Covina, CA (24 miles from Fountain Valley, CA)
- 2 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- GoldBook Financial
- Costa Mesa, CA (3 miles from Fountain Valley, CA)
- 2 days ago
- Costa Mesa, CA (3 miles from Fountain Valley, CA)
- 2 days ago
Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions....
In PersonFinancial Solutions Advisor - Central OC
- Bank of America Corporation
- Garden Grove, CA (5 miles from Fountain Valley, CA)
- 7 days ago
- Garden Grove, CA (5 miles from Fountain Valley, CA)
- 7 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 PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Irvine, CA (11 miles from Fountain Valley, CA)
- 12 days ago
- Irvine, CA (11 miles from Fountain Valley, CA)
- 12 days ago
modeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonTeam Based Financial Advisor - Mountain Financial Group - Irvine, CA
- Thrivent Financial
- Irvine, CA (11 miles from Fountain Valley, CA)
- 12 days ago
- Irvine, CA (11 miles from Fountain Valley, CA)
- 12 days ago
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. Youll learn the business surrounded by experienced financial advisors and other...
In PersonFinancial Solutions Advisor Registration Candidate - Garden Grove Main Financial Center
- Bank Of America
- Garden Grove, CA (5 miles from Fountain Valley, CA)
- 13 days ago
- Garden Grove, CA (5 miles from Fountain Valley, CA)
- 13 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 and...
In PersonFinancial Advisor - Fullerton CA
- Navy Federal Credit Union
- Fullerton, CA (11 miles from Fountain Valley, CA)
- 14 days ago
- Fullerton, CA (11 miles from Fountain Valley, CA)
- 14 days ago
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG...
In PersonStudent Financial Counselor / University Cashier
- HERC
- Laguna Beach, CA (14 miles from Fountain Valley, CA)
- 15 days ago
- Laguna Beach, CA (14 miles from Fountain Valley, CA)
- 15 days ago
Soka University of America (SUA) seeks a detail-oriented and student-focused Student Financial Counselor / University Cashier to support the daily operations of the Student Accounts Office. This...
In Person- 015 Northern Trust Securities, Inc
- Newport Beach, CA (10 miles from Fountain Valley, CA)
- 16 days ago
- Newport Beach, CA (10 miles from Fountain Valley, CA)
- 16 days ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
In Person- Universal Technical Institute
- Long Beach, CA (19 miles from Fountain Valley, CA)
- 19 days ago
- Long Beach, CA (19 miles from Fountain Valley, CA)
- 19 days ago
Advisor Financial Aid Universal Technical Institute - 3.6 Long Beach, CA Job Details 9 hours ago Benefits Paid training Paid parental leave AD&D insurance Paid holidays Disability insurance Health...
In PersonFinancial Consultant Associate
- East West Bancorp
- Torrance, CA (22 miles from Fountain Valley, CA)
- 19 days ago
- Torrance, CA (22 miles from Fountain Valley, CA)
- 19 days ago
Overview To perform administrative duties and provide support to the Financial Consultant of Wealth Management....
In PersonDemographic Data for Fountain Valley, CA
Moving to Fountain Valley, CA? Find some basic demographic data about Fountain Valley, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Corporate Financial Advisor Jobs in Fountain Valley, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Fountain Valley, 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
Corporate Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »