Corporate Financial Consultant Jobs in California
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
- 21 hours ago
- San Mateo, CA
- 21 hours 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- Valley Crest Market
- Bank of America Corporation
- Glendale, CA
- 1 hour ago
- Glendale, 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 PersonFinancial Solutions Advisor - Greater Oakland Area
- Bank of America Corporation
- El Cerrito, CA
- 1 hour ago
- El Cerrito, 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- Navy Federal Credit Union
- Vacaville, CA
- 1 hour ago
- Vacaville, CA
- 1 hour ago
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG...
In PersonFinancial Solutions Advisor Registration Candidate - Tracy Financial Center
- Bank Of America
- Tracy, CA
- 6 hours ago
- Tracy, CA
- 6 hours 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 and...
In PersonFinancial Advisor - No Experience Required
- East Irvine, CA
- 11 hours ago
- East Irvine, CA
- 11 hours ago
Financial Advisor No Experience Required About the Role: We are seeking motivated individuals to join our team. In this role, you will guide clients in building a secure financial future....
In PersonThis 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 Person- Edward Jones
- San Juan Capistrano, CA
- 14 hours ago
- San Juan Capistrano, CA
- 14 hours ago
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
In PersonERP Finance Functional Consultant
- Compunnel Inc.
- San Diego, CA
- 15 hours ago
- San Diego, CA
- 15 hours ago
This role provides functional support for Infor ERP LN Finance modules to client EBPs. Key Responsibilities Providing Functional Support to client EBPs on Finance. Understanding Business...
In PersonFinancial Solutions Advisor - Tracy Marketplace Financial Center
- Bank Of America
- Tracy, CA
- 16 hours ago
- Tracy, CA
- 16 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- 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 PersonAdvisor Development Program - Financial Solutions Advisor Trainee: French Valley Financial Center
- Bank Of America
- Winchester, CA
- 1 day ago
- Winchester, CA
- 1 day 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 PersonFinancial Solutions Advisor Registration Candidate- Valley Crest Market
- Bank Of America
- Glendale, CA
- 1 day ago
- Glendale, 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 PersonAsset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director
- JPMorgan Chase & Co.
- CA
- 2 days ago
- CA
- 2 days ago
Demonstrated success selling asset management products-particularly money market mutual funds and software as a service-to Financial Institutions, including FinTech's, banks, broker-dealers, insurance...
In PersonFinancial Solutions Advisor Registration Candidate - Eastland Financial Center
- Bank Of America
- West Covina, CA
- 2 days ago
- West Covina, CA
- 2 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 PersonDemographic Data for California
Moving to California? Find some basic demographic data about California below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Corporate Financial Consultant Jobs in California
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in California 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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