Corporate Financial Advisor Jobs in San Rafael, 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 (14 miles from San Rafael, CA)
- 2 days ago
- San Francisco, CA (14 miles from San Rafael, 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...
Financial Advisor - Career Change Opportunity
- Sonoma, CA (19 miles from San Rafael, CA)
- 3 days ago
- Sonoma, CA (19 miles from San Rafael, CA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Solutions Advisor Registration Candidate- Consumer Investments- San Francisco Area
- San Francisco, CA (14 miles from San Rafael, CA)
- 3 days ago
- San Francisco, CA (14 miles from San Rafael, 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 Registration Candidate - Consumer Investments- Oakland/Richmond Area
- Richmond, CA (6 miles from San Rafael, CA)
- 3 days ago
- Richmond, CA (6 miles from San Rafael, 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...
- Lafayette, CA (22 miles from San Rafael, CA)
- 6 days ago
- Lafayette, CA (22 miles from San Rafael, 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- Fairfield/Concord Area
- Vallejo, CA (21 miles from San Rafael, CA)
- 7 days ago
- Vallejo, CA (21 miles from San Rafael, 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...
This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- San Francisco, CA (14 miles from San Rafael, CA)
- 10 days ago
- San Francisco, CA (14 miles from San Rafael, 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, &...
Financial Consultant Partner - Corte Madera, CA
- Corte Madera, CA (3 miles from San Rafael, CA)
- 17 days ago
- Corte Madera, CA (3 miles from San Rafael, CA)
- 17 days ago
You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management....
EPM Oracle Finance Consultant, Senior Associate
- San Francisco, CA (14 miles from San Rafael, CA)
- 25 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 25 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...
- Albany, CA (12 miles from San Rafael, CA)
- 26 days ago
- Albany, CA (12 miles from San Rafael, CA)
- 26 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...
Sales Transformation Consultant - Financial Services
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
management, capital markets, and etc.) from requirements, design, test, deployment and etc. 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the...
Merrill Experienced Financial Advisor
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools,...
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Financial Solutions Advisor - Consumer Investments- Fairfield/Concord Area
- Hercules, CA (13 miles from San Rafael, CA)
- 30+ days ago
- Hercules, CA (13 miles from San Rafael, CA)
- 30+ 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...
Demographic Data for San Rafael, CA
Moving to San Rafael, CA? Find some basic demographic data about San Rafael, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in San Rafael, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in San Rafael, 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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