Corporate Financial Consultant Jobs in Pleasanton, 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.
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 11 hours ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 11 hours ago
One of our top healthcare clients is looking for a Workday Financial Consultant to join their Tier 1 team to support them in their upcoming Workday implementation. This individual needs to have...
- Tracy, CA (24 miles from Pleasanton, CA)
- 7 days ago
- Tracy, CA (24 miles from Pleasanton, CA)
- 7 days ago
UNCLE Credit Union has been recognized as the Best Credit Union in the East Bay for 7 consecutive years and has been voted a Top Workplace for 4 consecutive years (2022-2025). We are committed to...
Financial Advisor Financial Advisor
- San Ramon, CA (11 miles from Pleasanton, CA)
- 9 days ago
- San Ramon, CA (11 miles from Pleasanton, CA)
- 9 days ago
model....
- Milpitas, CA (15 miles from Pleasanton, CA)
- 9 days ago
- Milpitas, CA (15 miles from Pleasanton, CA)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
- Tracy, CA (24 miles from Pleasanton, CA)
- 9 days ago
- Tracy, CA (24 miles from Pleasanton, CA)
- 9 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...
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 9 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 9 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...
- Fremont, CA (9 miles from Pleasanton, CA)
- 9 days ago
- Fremont, CA (9 miles from Pleasanton, CA)
- 9 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...
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
Financial Solutions Advisor- San Jose Area Financial Solutions Advisor- San Jose Area
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 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...
- Danville, CA (11 miles from Pleasanton, CA)
- 9 days ago
- Danville, CA (11 miles from Pleasanton, CA)
- 9 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...
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
- Mountain View, CA (19 miles from Pleasanton, CA)
- 9 days ago
- Mountain View, CA (19 miles from Pleasanton, CA)
- 9 days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new...
Financial Solutions Advisor- Silicon Valley Area Financial Solutions Advisor- Silicon Valley Area
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 9 days ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 9 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...
- San Jose, CA (20 miles from Pleasanton, CA)
- 12 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 12 days ago
What You'll Do: Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service....
Workplace Financial Consultant - Bay Area, CA
- Mountain View, CA (19 miles from Pleasanton, CA)
- 14 days ago
- Mountain View, CA (19 miles from Pleasanton, CA)
- 14 days ago
Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide....
Demographic Data for Pleasanton, CA
Moving to Pleasanton, CA? Find some basic demographic data about Pleasanton, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Pleasanton, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Pleasanton, 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
- Outside Sales
- Scheduling Appointments
- Background Checks
- Military Background
- Claims
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Reimbursement
- Strategy Development
- Relationship Management
- General Office Duties
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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