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.
Toyota Place - Finance Advisor
- Noarus TGG
- Garden Grove, CA (14 miles from Newport Beach, CA)
- moments ago
- Garden Grove, CA (14 miles from Newport Beach, CA)
- moments ago
Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling...
In PersonFinancial Advisor - No Experience Required
- East Irvine, CA (7 miles from Newport Beach, CA)
- 15 hours ago
- East Irvine, CA (7 miles from Newport Beach, CA)
- 15 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 Person- Edward Jones
- San Juan Capistrano, CA (16 miles from Newport Beach, CA)
- 18 hours ago
- San Juan Capistrano, CA (16 miles from Newport Beach, CA)
- 18 hours ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In Person- Edward Jones
- Orange, CA (13 miles from Newport Beach, CA)
- 1 day ago
- Orange, CA (13 miles from Newport Beach, CA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 01-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- GoldBook Financial
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 2 days ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 2 days ago
Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions....
In PersonFinancial Solutions Advisor - Central OC
- Bank of America Corporation
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 7 days ago
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 7 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 PersonSAP Finance Consultant- Product Costing Manager
- PwC
- Irvine, CA (11 miles from Newport Beach, CA)
- 12 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 12 days ago
modeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonTeam Based Financial Advisor - Mountain Financial Group - Irvine, CA
- Thrivent Financial
- Irvine, CA (11 miles from Newport Beach, CA)
- 12 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 12 days ago
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. Youll learn the business surrounded by experienced financial advisors and other...
In PersonFinancial Solutions Advisor Registration Candidate - Garden Grove Main Financial Center
- Bank Of America
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 13 days ago
- Garden Grove, CA (14 miles from Newport Beach, 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 and...
In PersonFinancial Advisor - Fullerton CA
- Navy Federal Credit Union
- Fullerton, CA (19 miles from Newport Beach, CA)
- 14 days ago
- Fullerton, CA (19 miles from Newport Beach, CA)
- 14 days 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 PersonStudent Financial Counselor / University Cashier
- HERC
- Laguna Beach, CA (4 miles from Newport Beach, CA)
- 15 days ago
- Laguna Beach, CA (4 miles from Newport Beach, CA)
- 15 days ago
Soka University of America (SUA) seeks a detail-oriented and student-focused Student Financial Counselor / University Cashier to support the daily operations of the Student Accounts Office. This...
In Person- 015 Northern Trust Securities, Inc
- Newport Beach, CA
- 16 days ago
- Newport Beach, CA
- 16 days ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
In PersonPatient Financial Counselor - Full Time, Day, Onsite
- Providence Health
- Orange, CA (13 miles from Newport Beach, CA)
- 19 days ago
- Orange, CA (13 miles from Newport Beach, CA)
- 19 days ago
Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in resolution...
In Person Full TimeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
In PersonFinance Transformation Consultant - Finance Operations, Senior Manager
- PwC
- Irvine, CA (11 miles from Newport Beach, CA)
- 22 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 22 days ago
modeling, and simplifying complex processes for cost/time reduction Experience with ERP platforms such as Hyperion, PeopleSoft, Oracle or similar Strong capabilities in business and data analysis,...
In PersonDemographic 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
Users interested in this job title also searched for the following job title
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
- 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
Corporate Financial Consultant Related Career Advice Articles
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 »
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 »
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 »