Corporate Financial Advisor Jobs in Oakland, 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.
- San Francisco, CA (11 miles from Oakland, CA)
- 2 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 2 days ago
We help the world run better At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every...
- Union City, CA (15 miles from Oakland, CA)
- 3 days ago
- Union City, CA (15 miles from Oakland, CA)
- 3 days ago
This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better...
- Castro Valley, CA (5 miles from Oakland, CA)
- 3 days ago
- Castro Valley, CA (5 miles from Oakland, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Solutions Advisor Registration Candidate- Consumer Investments- San Francisco Area
- San Francisco, CA (11 miles from Oakland, CA)
- 3 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 3 days ago
Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* The following laws or regulations restrict or...
Financial Solutions Advisor - Consumer Investments- Tri-Valley Area
- Dublin, CA (17 miles from Oakland, CA)
- 3 days ago
- Dublin, CA (17 miles from Oakland, CA)
- 3 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 Registration Candidate - Consumer Investments- Oakland/Richmond Area
- Richmond, CA (15 miles from Oakland, CA)
- 3 days ago
- Richmond, CA (15 miles from Oakland, CA)
- 3 days ago
Job Description: Please Note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed* The following laws or...
Financial Advisor - Career Change Opportunity
- Castro Valley, CA (5 miles from Oakland, CA)
- 4 days ago
- Castro Valley, CA (5 miles from Oakland, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Lafayette, CA (9 miles from Oakland, CA)
- 6 days ago
- Lafayette, CA (9 miles from Oakland, CA)
- 6 days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
Financial Solutions Advisor Registration Candidate - Consumer Investments- Tri-Valley Area
- Danville, CA (16 miles from Oakland, CA)
- 7 days ago
- Danville, CA (16 miles from Oakland, CA)
- 7 days ago
Job Description: Please Note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed* The following laws or...
Financial Solutions Advisor Registration Candidate - Consumer Investments- Fairfield/Concord Area
- Hercules, CA (16 miles from Oakland, CA)
- 8 days ago
- Hercules, CA (16 miles from Oakland, CA)
- 8 days ago
Job Description: *****Please Note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed***** The following laws or...
- San Francisco, CA (11 miles from Oakland, CA)
- 10 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 10 days ago
REPORTS TO: Director of Financial Services STATUS: Full-Time/Non-Exempt/Permanent COMPENSATION: $32.32 Per Hour, including paid medical insurance as well as paid time off (vacation, health, &...
- Palo Alto, CA (23 miles from Oakland, CA)
- 14 days ago
- Palo Alto, CA (23 miles from Oakland, CA)
- 14 days ago
One of our top healthcare clients is looking for a Workday Financial Consultant to join their Tier 1 team to support them in their upcoming Workday implementation. This individual needs to have...
Oracle Fusion Finance Functional Consultant
- Pleasanton, CA (21 miles from Oakland, CA)
- 16 days ago
- Pleasanton, CA (21 miles from Oakland, CA)
- 16 days ago
Oracle Fusion Finance Functional Consultant Position: Oracle Fusion Finance Functional Consultant Location: Pleasanton, CA (Hybrid) Duration : Fulltime Position Summary We are looking for an...
Financial Consultant Partner - Corte Madera, CA
- Corte Madera, CA (18 miles from Oakland, CA)
- 17 days ago
- Corte Madera, CA (18 miles from Oakland, CA)
- 17 days ago
You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management....
Advisor Development Program - Financial Solutions Advisor Trainee: Redwood Shores Financial Center
- Redwood City, CA (21 miles from Oakland, CA)
- 17 days ago
- Redwood City, CA (21 miles from Oakland, CA)
- 17 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....
Demographic Data for Oakland, CA
Moving to Oakland, CA? Find some basic demographic data about Oakland, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Oakland, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Oakland, 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
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Relationship Management
- Wealth Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Billing
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Multitasking
- Sales
- Microsoft Excel
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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