Corporate Financial Consultant Jobs in Sonoma, 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 - Certification Provided
- San Rafael, CA (19 miles from Sonoma, CA)
- 7 days ago
- San Rafael, CA (19 miles from Sonoma, CA)
- 7 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Napa Financial Center
- Napa, CA (21 miles from Sonoma, CA)
- 20 days ago
- Napa, CA (21 miles from Sonoma, CA)
- 20 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....
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Merrill Financial Solutions Advisor - East Bay & Associates Market
- Napa, CA (21 miles from Sonoma, CA)
- 21 days ago
- Napa, CA (21 miles from Sonoma, CA)
- 21 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- Fairfield/Concord Area
- Fairfield, CA (24 miles from Sonoma, CA)
- 22 days ago
- Fairfield, CA (24 miles from Sonoma, CA)
- 22 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 Advisor - Redwood Credit Union
- San Rafael, CA (19 miles from Sonoma, CA)
- 24 days ago
- San Rafael, CA (19 miles from Sonoma, CA)
- 24 days ago
Financial Advisor - Redwood Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
Per Diem Financial Counselor - Greenbrae, CA
- Greenbrae, CA (20 miles from Sonoma, CA)
- 26 days ago
- Greenbrae, CA (20 miles from Sonoma, CA)
- 26 days ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by...
- Fairfield, CA (24 miles from Sonoma, CA)
- 30+ days ago
- Fairfield, CA (24 miles from Sonoma, CA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 12-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greenbrae Financial Center
- Greenbrae, CA (20 miles from Sonoma, CA)
- 45+ days ago
- Greenbrae, CA (20 miles from Sonoma, CA)
- 45+ 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....
Advisor Development Program - Financial Solutions Advisor Trainee: American Canyon Financial Center
- American Canyon, CA (12 miles from Sonoma, CA)
- 60+ days ago
- American Canyon, CA (12 miles from Sonoma, CA)
- 60+ 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- Napa, Marin, Sonoma Areas
- San Rafael, CA (19 miles from Sonoma, CA)
- 60+ days ago
- San Rafael, CA (19 miles from Sonoma, CA)
- 60+ 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- Napa, Marin, Sonoma Areas
- Sebastopol, CA (24 miles from Sonoma, CA)
- 90+ days ago
- Sebastopol, CA (24 miles from Sonoma, CA)
- 90+ 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...
- Napa, CA (21 miles from Sonoma, CA)
- 90+ days ago
- Napa, CA (21 miles from Sonoma, CA)
- 90+ days ago
Research and provide literature on requested investment products including financial plans, advisory accounts, stocks, bonds, and mutual funds....
Demographic Data for Sonoma, CA
Moving to Sonoma, CA? Find some basic demographic data about Sonoma, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Sonoma, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Sonoma, 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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