Corporate Financial Advisor Jobs in Sunnyvale, 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.
Advisor Development Program - Financial Solutions Advisor Trainee: Vallco Park Financial Center
- Cupertino, CA (7 miles from Sunnyvale, CA)
- 2 days ago
- Cupertino, CA (7 miles from Sunnyvale, CA)
- 2 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....
Financial Solutions Advisor- Consumer Investments- Peninsula Area
- Foster City, CA (17 miles from Sunnyvale, CA)
- 3 days ago
- Foster City, CA (17 miles from Sunnyvale, 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- Hayward and Milpitas Area
- Fremont, CA (12 miles from Sunnyvale, CA)
- 3 days ago
- Fremont, CA (12 miles from Sunnyvale, 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- Peninsula Area
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 3 days ago
- San Mateo, CA (20 miles from Sunnyvale, 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...
/19316/b32dab1a-1855-4c34-8545-95b168ccf6de.png&z=8&s=FIN&ih_t=6%2F17%2F2025+1%3A04%3A10+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-dtc_edu&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Solutions Advisor- Consumer Investments- Hayward and Milpitas Area
- San Jose, CA (7 miles from Sunnyvale, CA)
- 3 days ago
- San Jose, CA (7 miles from Sunnyvale, 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- San Jose Area
- San Jose, CA (7 miles from Sunnyvale, CA)
- 3 days ago
- San Jose, CA (7 miles from Sunnyvale, 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- San Jose Area
- San Jose, CA (7 miles from Sunnyvale, CA)
- 4 days ago
- San Jose, CA (7 miles from Sunnyvale, CA)
- 4 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...
- Palo Alto, CA (8 miles from Sunnyvale, CA)
- 4 days ago
- Palo Alto, CA (8 miles from Sunnyvale, CA)
- 4 days ago
Key Responsibilities: Deliver comprehensive financial planning and investment advice through face-to-face client interactions....
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 5 days ago
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Gatos Financial Center
- Los Gatos, CA (11 miles from Sunnyvale, CA)
- 7 days ago
- Los Gatos, CA (11 miles from Sunnyvale, CA)
- 7 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....
Financial Analyst Location: Sunnyvale, CA Work Type: Fully Onsite Exact Schedule - M-F 8am-5pm Job Description: Partner closely with colleagues to provide OPEX forecasting, reporting, and project...
plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a...
Financial Solutions Advisor- Consumer Investments- Sunnyvale Industrial Financial Center
- Sunnyvale, CA
- 12 days ago
- Sunnyvale, CA
- 12 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...
- Burlingame, CA (22 miles from Sunnyvale, CA)
- 13 days ago
- Burlingame, CA (22 miles from Sunnyvale, CA)
- 13 days ago
Requirements: Must obtain a series 7 license Must have a series 63 license minimum (preferred 66 OR 63/65) 3-5 years of comprehensive financial planning experience Must have experience managing their...
- Santa Clara, CA (4 miles from Sunnyvale, CA)
- 15 days ago
- Santa Clara, CA (4 miles from Sunnyvale, CA)
- 15 days ago
Implementing Oracle E-Business Suite (EBS) requires a blend of technical and functional skills. Technical skills include proficiency in PL/SQL, SQL, Oracle Forms, and understanding Oracle EBS...
Demographic Data for Sunnyvale, CA
Moving to Sunnyvale, CA? Find some basic demographic data about Sunnyvale, 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 Sunnyvale, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Sunnyvale, 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
- Mutual Funds
- Financial Planning
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Lending
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Finance
- Financial Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Implementation
- Business Development
- Consulting
- Written Communication
- Collaboration
- Flexibility
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- 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 »