Corporate Financial Advisor Jobs in California

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.

1-15 of 175 Jobs

Financial Advisor - Career Change Opportunity

  • Grover Beach, CA
  • 2 days ago
  • Grover Beach, CA
  • 2 days ago

model....

Financial Advisor - Certification Provided

  • Carlsbad, CA
  • 7 days ago
  • Carlsbad, CA
  • 7 days ago

model....

Financial Consultant - Walnut Creek, CA

  • Walnut Creek, CA
  • 6 hours ago
  • Walnut Creek, CA
  • 6 hours ago

Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry....

Surgery Scheduler/Patient Financial Counselor

  • Fresno, CA
  • 6 hours ago
  • Fresno, CA
  • 6 hours ago

Patient Financial Counselor Oncology Practice Location: Onsite in Fresno, CA Schedule: Full-Time Hours Job Purpose The Patient Financial Counselor plays a critical role in ensuring access to...

Financial Advisor - Pacific Service Credit Union

  • Concord, CA
  • 7 hours ago
  • Concord, CA
  • 7 hours ago

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...

Associate Patient Financial Counselor Hybrid

  • Torrance, CA
  • 9 hours ago
  • Torrance, CA
  • 9 hours ago

**Providence is calling for Patient Financial Counselor located in Portland, OR who can work on a Hybrid set up** Patient Financial Counselors are part of a team who has direct interaction with...

Financial Advisor

  • Grover Beach, CA
  • 21 hours ago
  • Grover Beach, CA
  • 21 hours ago

model....

Financial Counselor

  • Del Mar, CA
  • 22 hours ago
  • Del Mar, CA
  • 22 hours ago

Job description Company Description Discovery Behavioral Health (DBH) is a national leader in behavioral healthcare and one of the fastest growing companies in the field. DBH offers world-class...

Financial Solutions Advisor Registration Candidate- Consumer Investments- Peninsula Area

  • San Francisco, CA
  • 22 hours ago
  • San Francisco, CA
  • 22 hours 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

  • Santa Clara, CA
  • 22 hours ago
  • Santa Clara, CA
  • 22 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...

Financial Solutions Advisor - Consumer Investments- North Sacramento Area

  • Yuba City, CA
  • 22 hours ago
  • Yuba City, CA
  • 22 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...

Financial Solutions Advisor- Consumer Investments- Silicon Valley Area

  • Redwood City, CA
  • 22 hours ago
  • Redwood City, CA
  • 22 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...

Financial Solutions Advisor- Consumer Investments- Napa, Marin, Sonoma Areas

  • Healdsburg, CA
  • 22 hours ago
  • Healdsburg, CA
  • 22 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...

Financial Solutions Advisor- Consumer Investments- Hayward and Milpitas Area

  • San Jose, CA
  • 22 hours ago
  • San Jose, CA
  • 22 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...

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 California

Moving to California? Find some basic demographic data about California below.


Local
National
39,536,271
996,598

Corporate Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Financial Statements Unlocked: How to Understand Corporate Finance and Financial Management
Every company maintains financial records that help you to understand how well its doing. How can you make sense of this information and use it to the strategic advantage of your business? On this...
The Law of Corporate Finance and Financial Markets
Much of 15.617 focuses on mergersand acquisitions (M&A),and the law-sensitive aspects of financial services and financial markets. The course is designed to be an introduction to business law that...
Corporate Finance
Learn both the sound theoretical principles of finance and the practical environment in which financial decisions are made. You will learn how to value a firm over the course of this Corporate...

Title Synonyms

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Salary for Corporate Financial Advisor Jobs in California

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Corporate Financial Advisor positions.



Highest Education Level

Corporate Financial Advisors in California offer the following education background
Bachelor's Degree
46.3%
Master's Degree
36.7%
High School or GED
5.4%
Associate's Degree
4.4%
Vocational Degree or Certification
3.5%
Doctorate Degree
3.0%
Some College
0.6%
Some High School
0.1%


Other Career Titles

Here are some other career titles that require similar skills



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