Corporate Financial Consultant Jobs in Newport Beach, CA
A Corporate Financial Consultant is a key player in the finance industry who provides expert advice and recommendations on financial matters to organizations. These professionals utilize their analytical skills to evaluate a company's financial health, helping them to make informed decisions about market trends, investments, and risk management. They also assist in the development of financial plans and strategies, budgeting, forecasting, and reporting. Financial consultants may also be involved in mergers and acquisitions, providing insight on potential deals and ensuring financial feasibility.
Before becoming a Corporate Financial Consultant, one may hold positions such as a Financial Analyst, Investment Banking Analyst, or even a Portfolio Manager. These roles provide the necessary exposure to financial markets and the dynamics of corporate finance. It is crucial for a Corporate Financial Consultant to have strong numerical skills, analytical abilities, and a solid understanding of market dynamics. Some relevant certifications in this field include the Chartered Financial Analyst (CFA) certification, Certified Financial Planner (CFP) certification or a Master's in Business Administration (MBA). Excellent communication and presentation skills are also vital as consultants frequently interact with high-level executives and stakeholders.
- Irvine, CA (11 miles from Newport Beach, CA)
- 2 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 2 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
Student Finance Advisor (57597)
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 2 days ago
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 2 days ago
Student Finance Advisor Job Details Job Location California Garden Grove UEI - Garden Grove, CA Salary Range $18.00 - $25.00 Hourly Job Category Student Finance Description We're Looking For:...
- Anaheim, CA (19 miles from Newport Beach, CA)
- 2 days ago
- Anaheim, CA (19 miles from Newport Beach, 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 and...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Gateway Cities Market
- Cerritos, CA (23 miles from Newport Beach, CA)
- 3 days ago
- Cerritos, CA (23 miles from Newport Beach, 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...
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Financial Consultant Partner- Irvine, CA
- Irvine, CA (11 miles from Newport Beach, CA)
- 5 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 5 days ago
plans for practice clients in partnership with your Sr....
EPM Oracle Finance Consultant, Sr. Manager
- Irvine, CA (11 miles from Newport Beach, CA)
- 5 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 5 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...
Financial Advisor - No Experience Required
- East Irvine, CA (7 miles from Newport Beach, CA)
- 6 days ago
- East Irvine, CA (7 miles from Newport Beach, CA)
- 6 days ago
Interested in becoming a financial advisor but do not have experience? The role: Once properly licensed, you will be helping clients build a secure financial future. You will be trained to help...
Financial Advisor - Career Change Opportunity
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 6 days ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Irvine, CA (11 miles from Newport Beach, CA)
- 14 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 14 days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
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,...
Financial Solutions Advisor - Consumer Investments- South OC
- San Clemente, CA (22 miles from Newport Beach, CA)
- 23 days ago
- San Clemente, CA (22 miles from Newport Beach, CA)
- 23 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 - Consumer Investments- Central OC
- Anaheim, CA (19 miles from Newport Beach, CA)
- 23 days ago
- Anaheim, CA (19 miles from Newport Beach, CA)
- 23 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 Counselor - OC Hospital
- Irvine, CA (11 miles from Newport Beach, CA)
- 23 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 23 days ago
City of Hope Orange County is transforming cancer treatment by bringing world-class expertise and specialized care closer to home. Supported by a regional network of care, our 11-acre academic...
Financial Solutions Advisor - Consumer Investments - Northwest Houston Area
- Cypress, CA (19 miles from Newport Beach, CA)
- 24 days ago
- Cypress, CA (19 miles from Newport Beach, CA)
- 24 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 - Consumer Investments- North OC
- Brea, CA (23 miles from Newport Beach, CA)
- 30+ days ago
- Brea, CA (23 miles from Newport Beach, 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 Newport Beach, CA
Moving to Newport Beach, CA? Find some basic demographic data about Newport Beach, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Newport Beach, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Newport Beach, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant 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
- Microsoft Excel
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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