Corporate Financial Consultant Jobs in Woodland Hills, 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 Solutions Advisor- Valley Crest Market
- Bank of America Corporation
- Glendale, CA (21 miles from Woodland Hills, CA)
- 1 hour ago
- Glendale, CA (21 miles from Woodland Hills, CA)
- 1 hour 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- Elevance Health
- Woodland Hills, CA
- 1 day ago
- Woodland Hills, CA
- 1 day ago
Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes...
In PersonFinancial Solutions Advisor Registration Candidate- Valley Crest Market
- Bank Of America
- Glendale, CA (21 miles from Woodland Hills, CA)
- 1 day ago
- Glendale, CA (21 miles from Woodland Hills, CA)
- 1 day 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 PersonFinancial Solutions Advisor- West Hills Market
- Bank of America Corporation
- Encino, CA (8 miles from Woodland Hills, CA)
- 5 days ago
- Encino, CA (8 miles from Woodland Hills, CA)
- 5 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- Beverly West Market
- Bank of America Corporation
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 5 days ago
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 5 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 Person- Edward Jones
- Burbank, CA (21 miles from Woodland Hills, CA)
- 11 days ago
- Burbank, CA (21 miles from Woodland Hills, CA)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 22-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Edward Jones
- Agoura Hills, CA (5 miles from Woodland Hills, CA)
- 12 days ago
- Agoura Hills, CA (5 miles from Woodland Hills, CA)
- 12 days ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonFinancial Solutions Advisor Registration Candidate - Culver Center Financial Center
- Bank Of America
- Culver City, CA (17 miles from Woodland Hills, CA)
- 13 days ago
- Culver City, CA (17 miles from Woodland Hills, CA)
- 13 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 PersonFinancial Solutions Advisor Registration Candidate- Central LA Market
- Bank of America Corporation
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 15 days ago
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 15 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 PersonFinancial Consultant - Thousand Oaks, CA
- Fidelity
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 16 days ago
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 16 days ago
Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales...
In Person- City National Bank
- Beverly Hills, CA (15 miles from Woodland Hills, CA)
- 20 days ago
- Beverly Hills, CA (15 miles from Woodland Hills, CA)
- 20 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...
RemoteFinancial Advisor - Goleta, CA
- Kinecta FCU
- Lake Sherwood, CA (12 miles from Woodland Hills, CA)
- 30+ days ago
- Lake Sherwood, CA (12 miles from Woodland Hills, CA)
- 30+ days ago
Membership in financial planning. Knowledge, Skills and Abilities: Knowledge of investments, mutual funds, stocks, and all associated products....
In PersonFinancial Solutions Advisor Registration Candidate- Central Market
- Bank Of America
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 30+ days ago
- Hollywood, CA (19 miles from Woodland Hills, CA)
- 30+ 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 PersonFinancial Solutions Advisor Registration Candidate- West Hills Market
- Bank Of America
- Encino, CA (8 miles from Woodland Hills, CA)
- 30+ days ago
- Encino, CA (8 miles from Woodland Hills, CA)
- 30+ 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 PersonMerrill Advisor Development Program - Financial Advisor: Valley Coast Market
- Bank of America Corporation
- Woodland Hills, CA
- 30+ days ago
- Woodland Hills, CA
- 30+ 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....
In PersonDemographic Data for Woodland Hills, CA
Moving to Woodland Hills, CA? Find some basic demographic data about Woodland Hills, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Woodland Hills, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Woodland Hills, 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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