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.
Financial Consultant - Palo Alto, CA
- Fidelity Investments
- San Mateo, CA
- 21 hours ago
- San Mateo, CA
- 21 hours ago
Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that...
In PersonFinancial Solutions Advisor- Valley Crest Market
- Bank of America Corporation
- Glendale, CA
- 1 hour ago
- Glendale, CA
- 1 hour 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 - Greater Oakland Area
- Bank of America Corporation
- El Cerrito, CA
- 1 hour ago
- El Cerrito, CA
- 1 hour 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- Navy Federal Credit Union
- Vacaville, CA
- 1 hour ago
- Vacaville, CA
- 1 hour ago
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG...
In PersonFinancial Solutions Advisor Registration Candidate - Tracy Financial Center
- Bank Of America
- Tracy, CA
- 6 hours ago
- Tracy, CA
- 6 hours 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 and...
In PersonFinancial Advisor - No Experience Required
- East Irvine, CA
- 11 hours ago
- East Irvine, CA
- 11 hours ago
Financial Advisor No Experience Required About the Role: We are seeking motivated individuals to join our team. In this role, you will guide clients in building a secure financial future....
In PersonThis job posting is anticipated to remain open for 30 days, from 02-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Edward Jones
- San Juan Capistrano, CA
- 14 hours ago
- San Juan Capistrano, CA
- 14 hours ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonERP Finance Functional Consultant
- Compunnel Inc.
- San Diego, CA
- 16 hours ago
- San Diego, CA
- 16 hours ago
This role provides functional support for Infor ERP LN Finance modules to client EBPs. Key Responsibilities Providing Functional Support to client EBPs on Finance. Understanding Business...
In PersonFinancial Solutions Advisor - Tracy Marketplace Financial Center
- Bank Of America
- Tracy, CA
- 16 hours ago
- Tracy, CA
- 16 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 PersonAdvisor Development Program - Financial Solutions Advisor Trainee: French Valley Financial Center
- Bank Of America
- Winchester, CA
- 1 day ago
- Winchester, CA
- 1 day 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 PersonFinancial Solutions Advisor Registration Candidate- Valley Crest Market
- Bank Of America
- Glendale, CA
- 1 day ago
- Glendale, 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 PersonAsset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director
- JPMorgan Chase & Co.
- CA
- 2 days ago
- CA
- 2 days ago
Demonstrated success selling asset management products-particularly money market mutual funds and software as a service-to Financial Institutions, including FinTech's, banks, broker-dealers, insurance...
In PersonFinancial Solutions Advisor Registration Candidate - Eastland Financial Center
- Bank Of America
- West Covina, CA
- 2 days ago
- West Covina, CA
- 2 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 PersonDemographic Data for California
Moving to California? Find some basic demographic data about California 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 California
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in California 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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