Corporate Financial Advisor Jobs in Brea, CA
A Corporate Financial Advisor plays a critical role in the finance industry. They offer strategic financial advice and direction to corporations to assist them in making informed decisions regarding investments, capital structure, cash management, and financial planning. This professional applies their knowledge of financial markets, tax laws, and insurance to help companies reach their financial objectives. They may also conduct risk assessments, prepare financial statements, and provide analysis of financial data to inform corporate strategy. Their understanding of corporate finance helps businesses optimize their financial performance, manage risk, and increase profitability.
To be an effective Corporate Financial Advisor, certain skills and qualifications are essential. They should have strong analytical, decision-making and problem-solving abilities, as well as excellent communication skills to present complex financial information in an understandable way. A bachelor's degree in finance, accounting, or related field is typically required, though many institutions prefer candidates with a Master's in Business Administration (MBA) or a Certified Financial Planner (CFP) certification. Prior to this role, a professional may have gained experience as a Financial Analyst, Investment Banker, or Corporate Financial Consultant. These roles often provide the necessary skills in analytical thinking, financial reporting, and strategic planning that are critical for success as a Corporate Financial Advisor.
Student Finance Advisor (56507)
- Ontario, CA (16 miles from Brea, CA)
- 2 days ago
- Ontario, CA (16 miles from Brea, CA)
- 2 days ago
Job Details Job Location: California Ontario UEI - Ontario, CA Salary Range: $18.00 - $21.00 Hourly Job Category: Student Finance Description Were Looking For: Someone with tenacity, passion,...
- Orange, CA (9 miles from Brea, CA)
- 3 days ago
- Orange, CA (9 miles from Brea, CA)
- 3 days ago
Financial Advisor is looking for someone familiar with doing 1031 Exchanges and QI: Qualified Intermediary. If you have any experience with these 2 fields. we would like to get in touch with you....
- Long Beach, CA (22 miles from Brea, CA)
- 4 days ago
- Long Beach, CA (22 miles from Brea, CA)
- 4 days ago
Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking...
Remote WorkConsultant - Financial Solutions, Payer Provider Consulting - Campus 2025
- Los Angeles, CA (21 miles from Brea, CA)
- 4 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 4 days ago
Job Family: Finance & Accounting Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse's Payer Provider Financial Solutions Area helps hospitals, health...
Merrill Financial Solutions Advisor - Valley Coast Market
- Los Angeles, CA (21 miles from Brea, CA)
- 5 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 5 days ago
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life...
Financial Solutions Advisor- Consumer Investments- West San Gabriel Valley Market
- Rosemead, CA (14 miles from Brea, CA)
- 5 days ago
- Rosemead, CA (14 miles from Brea, 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...
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability...
Merrill Financial Solutions Advisor (Partially Licensed)- Valley Coast Market
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life...
Financial Consultant Partner- Encino, CA
- Los Angeles, CA (21 miles from Brea, CA)
- 9 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 9 days ago
You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management....
- Covina, CA (11 miles from Brea, CA)
- 9 days ago
- Covina, CA (11 miles from Brea, CA)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 09-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
EPM Oracle Finance Consultant, Senior Associate
- Los Angeles, CA (21 miles from Brea, CA)
- 9 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 9 days ago
Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions...
- Los Angeles, CA (21 miles from Brea, CA)
- 10 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 10 days ago
client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability...
Associate Bank Financial Advisor
- Corona, CA (18 miles from Brea, CA)
- 11 days ago
- Corona, CA (18 miles from Brea, CA)
- 11 days ago
About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines...
- Irvine, CA (14 miles from Brea, CA)
- 11 days ago
- Irvine, CA (14 miles from Brea, CA)
- 11 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 and...
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1597387
- Los Angeles, CA (21 miles from Brea, CA)
- 14 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 14 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you...
Demographic Data for Brea, CA
Moving to Brea, CA? Find some basic demographic data about Brea, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
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Salary for Corporate Financial Advisor Jobs in Brea, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in Brea, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Individual Counseling
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Capital Budgeting
- Financial Planning
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Securities and Exchange Commission
- Capital Markets
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Performance Management
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Consulting
- Flexibility
- Employee Development
- Bachelor's Degree
- Coaching
- Regulations
- Multitasking
- Policy Development
- 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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