Corporate Financial Consultant Jobs in Sunnyvale, 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.
Advisor Development Program - Financial Solutions Advisor Trainee: Vallco Park Financial Center
- Cupertino, CA (7 miles from Sunnyvale, CA)
- 2 days ago
- Cupertino, CA (7 miles from Sunnyvale, 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
- Foster City, CA (17 miles from Sunnyvale, CA)
- 3 days ago
- Foster City, CA (17 miles from Sunnyvale, 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 (12 miles from Sunnyvale, CA)
- 3 days ago
- Fremont, CA (12 miles from Sunnyvale, 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
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 3 days ago
- San Mateo, CA (20 miles from Sunnyvale, 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- Consumer Investments- Hayward and Milpitas Area
- San Jose, CA (7 miles from Sunnyvale, CA)
- 3 days ago
- San Jose, CA (7 miles from Sunnyvale, 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- San Jose Area
- San Jose, CA (7 miles from Sunnyvale, CA)
- 3 days ago
- San Jose, CA (7 miles from Sunnyvale, 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- Consumer Investments- San Jose Area
- San Jose, CA (7 miles from Sunnyvale, CA)
- 4 days ago
- San Jose, CA (7 miles from Sunnyvale, 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...
- Palo Alto, CA (8 miles from Sunnyvale, CA)
- 4 days ago
- Palo Alto, CA (8 miles from Sunnyvale, CA)
- 4 days ago
Key Responsibilities: Deliver comprehensive financial planning and investment advice through face-to-face client interactions....
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 5 days ago
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Gatos Financial Center
- Los Gatos, CA (11 miles from Sunnyvale, CA)
- 7 days ago
- Los Gatos, CA (11 miles from Sunnyvale, CA)
- 7 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....
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...
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- Consumer Investments- Sunnyvale Industrial Financial Center
- Sunnyvale, CA
- 12 days ago
- Sunnyvale, 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...
- Burlingame, CA (22 miles from Sunnyvale, CA)
- 13 days ago
- Burlingame, CA (22 miles from Sunnyvale, CA)
- 13 days ago
Requirements: Must obtain a series 7 license Must have a series 63 license minimum (preferred 66 OR 63/65) 3-5 years of comprehensive financial planning experience Must have experience managing their...
- Santa Clara, CA (4 miles from Sunnyvale, CA)
- 15 days ago
- Santa Clara, CA (4 miles from Sunnyvale, CA)
- 15 days ago
Implementing Oracle E-Business Suite (EBS) requires a blend of technical and functional skills. Technical skills include proficiency in PL/SQL, SQL, Oracle Forms, and understanding Oracle EBS...
Demographic Data for Sunnyvale, CA
Moving to Sunnyvale, CA? Find some basic demographic data about Sunnyvale, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Sunnyvale, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Sunnyvale, 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
- 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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