Corporate Financial Consultant Jobs in San Francisco, 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.
Financial Consultant - Palo Alto, CA
- Fidelity Investments
- San Mateo, CA (15 miles from San Francisco, CA)
- 1 day ago
- San Mateo, CA (15 miles from San Francisco, CA)
- 1 day 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 - PNC Wealth Management
- PNC Investments LLC
- San Pablo, CA (14 miles from San Francisco, CA)
- 1 hour ago
- San Pablo, CA (14 miles from San Francisco, CA)
- 1 hour ago
As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Jacksonville, FL....
In PersonOracle finance functional consultant-- Full time with the client
- Samay Consulting
- San Francisco, CA
- 2 hours ago
- San Francisco, CA
- 2 hours ago
Oracle Cloud Financials Functional Consultant Position Type: Permanent, Full-Time Location: San Francisco, CA (Hybrid - Remote & On-site blend) Industry: Higher Education / Healthcare Experience...
Hybrid Full TimeFinancial Solutions Advisor - Greater Oakland Area
- Bank of America Corporation
- El Cerrito, CA (12 miles from San Francisco, CA)
- 5 hours ago
- El Cerrito, CA (12 miles from San Francisco, CA)
- 5 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- Edward Jones
- Redwood City, CA (23 miles from San Francisco, CA)
- 19 hours ago
- Redwood City, CA (23 miles from San Francisco, CA)
- 19 hours ago
This 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 PersonAbout this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business...
In PersonFinancial Solutions Advisor - Fairfield/Concord Area
- Bank of America Corporation
- Concord, CA (24 miles from San Francisco, CA)
- 4 days ago
- Concord, CA (24 miles from San Francisco, CA)
- 4 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 PersonAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196
- ey
- San Francisco, CA
- 4 days ago
- San Francisco, CA
- 4 days ago
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and...
In PersonAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196
- Ernst & Young
- San Francisco, CA (1 mile from San Francisco, CA)
- 6 days ago
- San Francisco, CA (1 mile from San Francisco, CA)
- 6 days ago
At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help...
In PersonFinancial Solutions Advisor - West Portal
- Bank Of America
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 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 PersonFinancial Solutions Advisor Registration Candidate- Peninsula Market
- Bank of America Corporation
- Daly City, CA (6 miles from San Francisco, CA)
- 12 days ago
- Daly City, CA (6 miles from San Francisco, CA)
- 12 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 PersonSAP Finance Consultant- Product Costing Manager
- PwC
- San Francisco, CA
- 12 days ago
- San Francisco, 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 PersonFinancial Solutions Advisor- Smith Ranch Financial Center
- Bank Of America
- San Rafael, CA (14 miles from San Francisco, CA)
- 12 days ago
- San Rafael, CA (14 miles from San Francisco, CA)
- 12 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 PersonFinancial Solutions Advisor Registration Candidate- East Blithedale Financial Center
- Bank Of America
- Mill Valley, CA (11 miles from San Francisco, CA)
- 12 days ago
- Mill Valley, CA (11 miles from San Francisco, CA)
- 12 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 Person- City National Bank
- Concord, CA (24 miles from San Francisco, CA)
- 14 days ago
- Concord, CA (24 miles from San Francisco, CA)
- 14 days ago
Strong understanding of financial planning and the investment process including familiarity with mapping clients' investment needs to asset allocation models, structuring client investment portfolios...
RemoteDemographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in San Francisco, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in San Francisco, 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
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Here are some other career titles that require similar skills
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