Corporate Financial Advisor Jobs in San Jose, 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.
Peoplesoft Systems Finance Consultant IV
- Pleasanton, CA (20 miles from San Jose, CA)
- 2 days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 2 days ago
This position in TPMG Physician Services, which administers the physician employee loan and stock programs, serves as a consultant working with IT and Finance subject matter experts to ensure...
Merrill Financial Solutions Advisor (Partially Licensed)- East Bay Market
- Pleasanton, CA (20 miles from San Jose, CA)
- 5 days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 5 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....
Merrill Financial Solutions Advisor (Partially Licensed)- Palo Alto Market
- Palo Alto, CA (15 miles from San Jose, CA)
- 5 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 5 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....
Merrill Financial Solutions Advisor (Partially Licensed)- Silicon Valley Market
- San Jose, CA
- 6 days ago
- San Jose, CA
- 6 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- Tri-Valley Area
- Livermore, CA (17 miles from San Jose, CA)
- 9 days ago
- Livermore, CA (17 miles from San Jose, CA)
- 9 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 Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (21 miles from San Jose, CA)
- 11 days ago
- Redwood City, CA (21 miles from San Jose, CA)
- 11 days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
- Livermore, CA (17 miles from San Jose, CA)
- 15 days ago
- Livermore, CA (17 miles from San Jose, CA)
- 15 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...
Facilitate clients' achievement of retirement objectives through strategic financial planning....
Merrill Financial Solutions Advisor - Palo Alto Market
- Palo Alto, CA (15 miles from San Jose, CA)
- 18 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 18 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....
- Union City, CA (19 miles from San Jose, CA)
- 18 days ago
- Union City, CA (19 miles from San Jose, CA)
- 18 days ago
Edward Jones Financial Advisor in Union City , California Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...
Workplace Financial Consultant - Santa Clara County, CA
- Santa Clara, CA (3 miles from San Jose, CA)
- 22 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 22 days ago
Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide....
Financial Solutions Advisor Registration Candidate- Consumer Investments- Hayward and Milpitas Area
- Newark, CA (15 miles from San Jose, CA)
- 22 days ago
- Newark, CA (15 miles from San Jose, CA)
- 22 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
- Milpitas, CA (6 miles from San Jose, CA)
- 22 days ago
- Milpitas, CA (6 miles from San Jose, CA)
- 22 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- Consumer Investments- Saratoga, Santa Cruz, Monterey Areas
- Morgan Hill, CA (18 miles from San Jose, CA)
- 23 days ago
- Morgan Hill, CA (18 miles from San Jose, CA)
- 23 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...
- San Jose, CA
- 23 days ago
- San Jose, CA
- 23 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...
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Corporate Financial Advisor Jobs in San Jose, CA
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in San Jose, 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
- 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
- General Office Duties
- 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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