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.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
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...
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...
For methodology, please see - $250,000Responsibilities:Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsIdentify, seek...
- Windsor, CA
- 1 day ago
- Windsor, CA
- 1 day ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our...
body p Under general supervision, the Financial Counselor position requires fundamental knowledge of Valley Children's Hospitals' Financial Management policy as well as understand regulatory...
The Financial Counseling is dedicated to follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Valley Crest Market
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 days ago
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 prohibit the hiring...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Central LA Market
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 days ago
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 prohibit the hiring...
Financial Solutions Advisor- Consumer Investments- East San Gabriel Valley Market
- City of Industry, CA
- 2 days ago
- City of Industry, CA
- 2 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...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Valley Crest Market
- Glendale, CA
- 2 days ago
- Glendale, CA
- 2 days ago
Financial Solutions Advisor Registration Candidate- Consumer Investments- Valley Crest Market Sherman Oaks, California;Montrose, California; Los Angeles, California; Burbank, California; La...
Financial Solutions Advisor Registration Candidate- Consumer Investments- Tri Valley Market
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 days ago
Financial Solutions Advisor Registration Candidate- Consumer Investments- Tri Valley Market Lancaster, California;Granada Hills, California; Santa Clarita, California; Palmdale, California;...
Financial Solutions Advisor- Consumer Investments- Tri Valley Market
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 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...
Financial Advisor - Watsonville, CA - Market 31, Region 067
- Watsonville, CA
- 2 days ago
- Watsonville, 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...
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...
Demographic 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
- 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
- Interpersonal Skills
- Coaching
- Bachelor's Degree
- Employee Development
- Regulations
- Policy Development
- Multitasking
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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