Corporate Financial Consultant Jobs in San Mateo, 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 Advisor - Career Change Opportunity
- Oakland, CA (15 miles from San Mateo, CA)
- 3 days ago
- Oakland, CA (15 miles from San Mateo, CA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 12-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- San Ramon, CA (22 miles from San Mateo, CA)
- moments ago
- San Ramon, CA (22 miles from San Mateo, CA)
- moments ago
Were delighted youre considering joining us! At Hill Physicians Medical Group, were shaping the healthcare of the future: actively managed care that prevents disease, supports those with chronic...
- Oakland, CA (15 miles from San Mateo, CA)
- 2 days ago
- Oakland, CA (15 miles from San Mateo, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 12-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Advisor Development Program - Financial Solutions Advisor Trainee: Vallco Park Financial Center
- Cupertino, CA (22 miles from San Mateo, CA)
- 2 days ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 2 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Solutions Advisor- Consumer Investments- Peninsula Area
- Millbrae, CA (4 miles from San Mateo, CA)
- 3 days ago
- Millbrae, CA (4 miles from San Mateo, CA)
- 3 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 Registration Candidate- Consumer Investments- Hayward and Milpitas Area
- Fremont, CA (18 miles from San Mateo, CA)
- 3 days ago
- Fremont, CA (18 miles from San Mateo, 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...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Peninsula Area
- Millbrae, CA (4 miles from San Mateo, CA)
- 3 days ago
- Millbrae, CA (4 miles from San Mateo, 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...
- Palo Alto, CA (12 miles from San Mateo, CA)
- 4 days ago
- Palo Alto, CA (12 miles from San Mateo, CA)
- 4 days ago
Key Responsibilities: Deliver comprehensive financial planning and investment advice through face-to-face client interactions....
Experienced Financial Advisors Assistant
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 4 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 4 days ago
We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model....
- Berkeley, CA (20 miles from San Mateo, CA)
- 5 days ago
- Berkeley, CA (20 miles from San Mateo, CA)
- 5 days ago
Job Description: Please Note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed* The following laws or...
EPM Oracle Finance Consultant, Senior Associate
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, 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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
-Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans....
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
planning LICENSES/CERTIFICATIONS: Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active...
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 9 days ago
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 9 days ago
Financial Analyst Location: Sunnyvale, CA Work Type: Fully Onsite Exact Schedule - M-F 8am-5pm Job Description: Partner closely with colleagues to provide OPEX forecasting, reporting, and project...
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a...
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in San Mateo, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in San Mateo, 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
- Capital Markets
- 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
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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