Corporate Financial Advisor Jobs in Woodland Hills, 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 Solutions Advisor- Valley Crest Market
- Bank of America Corporation
- Glendale, CA (21 miles from Woodland Hills, CA)
- 3 hours ago
- Glendale, CA (21 miles from Woodland Hills, CA)
- 3 hours 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- Elevance Health
- Woodland Hills, CA
- 1 day ago
- Woodland Hills, CA
- 1 day ago
Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes...
In PersonFinancial Solutions Advisor Registration Candidate- Valley Crest Market
- Bank Of America
- Glendale, CA (21 miles from Woodland Hills, CA)
- 1 day ago
- Glendale, CA (21 miles from Woodland Hills, CA)
- 1 day 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 PersonFinancial Solutions Advisor- West Hills Market
- Bank of America Corporation
- Encino, CA (8 miles from Woodland Hills, CA)
- 5 days ago
- Encino, CA (8 miles from Woodland Hills, CA)
- 5 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 PersonFinancial Solutions Advisor- Beverly West Market
- Bank of America Corporation
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 5 days ago
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 5 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- Edward Jones
- Burbank, CA (21 miles from Woodland Hills, CA)
- 12 days ago
- Burbank, CA (21 miles from Woodland Hills, CA)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 22-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Edward Jones
- Agoura Hills, CA (5 miles from Woodland Hills, CA)
- 12 days ago
- Agoura Hills, CA (5 miles from Woodland Hills, CA)
- 12 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonFinancial Solutions Advisor Registration Candidate - Culver Center Financial Center
- Bank Of America
- Culver City, CA (17 miles from Woodland Hills, CA)
- 13 days ago
- Culver City, CA (17 miles from Woodland Hills, 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; FINRA....
In PersonFinancial Solutions Advisor Registration Candidate- Central LA Market
- Bank of America Corporation
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 15 days ago
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 15 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 PersonFinancial Consultant - Thousand Oaks, CA
- Fidelity
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 16 days ago
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 16 days ago
Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales...
In Person- City National Bank
- Beverly Hills, CA (15 miles from Woodland Hills, CA)
- 20 days ago
- Beverly Hills, CA (15 miles from Woodland Hills, CA)
- 20 days ago
Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios...
RemoteFinancial Advisor - Goleta, CA
- Kinecta FCU
- Lake Sherwood, CA (12 miles from Woodland Hills, CA)
- 30+ days ago
- Lake Sherwood, CA (12 miles from Woodland Hills, CA)
- 30+ days ago
Membership in financial planning. Knowledge, Skills and Abilities: Knowledge of investments, mutual funds, stocks, and all associated products....
In PersonFinancial Solutions Advisor Registration Candidate- Central Market
- Bank Of America
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 30+ days ago
- Hollywood, CA (19 miles from Woodland Hills, 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 PersonFinancial Solutions Advisor Registration Candidate- West Hills Market
- Bank Of America
- Encino, CA (8 miles from Woodland Hills, CA)
- 30+ days ago
- Encino, CA (8 miles from Woodland Hills, 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 PersonMerrill Advisor Development Program - Financial Advisor: Valley Coast Market
- Bank of America Corporation
- Woodland Hills, CA
- 30+ days ago
- Woodland Hills, CA
- 30+ 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....
In PersonDemographic Data for Woodland Hills, CA
Moving to Woodland Hills, CA? Find some basic demographic data about Woodland Hills, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in Woodland Hills, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Woodland Hills, 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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