Corporate Financial Consultant Jobs in Brea, 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 Advisor - Career Change Opportunity
- Fountain Valley, CA (15 miles from Brea, CA)
- 18 hours ago
- Fountain Valley, CA (15 miles from Brea, CA)
- 18 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Student Finance Advisor (56507)
- Ontario, CA (16 miles from Brea, CA)
- 15 hours ago
- Ontario, CA (16 miles from Brea, CA)
- 15 hours 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)
- 2 days ago
- Orange, CA (9 miles from Brea, CA)
- 2 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....
Associate Bank Financial Advisor
- Newport Coast, CA (23 miles from Brea, CA)
- 2 days ago
- Newport Coast, CA (23 miles from Brea, CA)
- 2 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 of...
- Long Beach, CA (22 miles from Brea, CA)
- 2 days ago
- Long Beach, CA (22 miles from Brea, CA)
- 2 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)
- 2 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 2 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)
- 3 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 3 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)
- 3 days ago
- Rosemead, CA (14 miles from Brea, CA)
- 3 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)
- 5 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 5 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)
- 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 Consultant Partner- Encino, CA
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 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)
- 7 days ago
- Covina, CA (11 miles from Brea, CA)
- 7 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)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 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...
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (13 miles from Brea, CA)
- 7 days ago
- Chino, CA (13 miles from Brea, CA)
- 7 days ago
Immediate Opening Financial planning office in need of a friendly sociable person to assist the owner and son with daily administrative tasks and office management....
- Los Angeles, CA (21 miles from Brea, CA)
- 8 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 8 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...
Demographic Data for Brea, CA
Moving to Brea, CA? Find some basic demographic data about Brea, CA 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 Brea, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Brea, 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
- 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
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Staff Supervision
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Corporate Financial Consultant Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »