Corporate Financial Consultant Jobs in Irvine, 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 (11 miles from Irvine, CA)
- 18 hours ago
- Fountain Valley, CA (11 miles from Irvine, 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 (22 miles from Irvine, CA)
- 15 hours ago
- Ontario, CA (22 miles from Irvine, 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 (6 miles from Irvine, CA)
- 2 days ago
- Orange, CA (6 miles from Irvine, 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 (11 miles from Irvine, CA)
- 2 days ago
- Newport Coast, CA (11 miles from Irvine, 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...
Financial Consultant Partner- Seal Beach, CA
- Seal Beach, CA (19 miles from Irvine, CA)
- 7 days ago
- Seal Beach, CA (19 miles from Irvine, CA)
- 7 days ago
plans for practice clients in partnership with your Sr....
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (15 miles from Irvine, CA)
- 7 days ago
- Chino, CA (15 miles from Irvine, 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....
- Garden Grove, CA (10 miles from Irvine, CA)
- 9 days ago
- Garden Grove, CA (10 miles from Irvine, CA)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 07-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Irvine, CA
- 9 days ago
- Irvine, CA
- 9 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...
Financial Solutions Advisor- Consumer Investments- East San Gabriel Valley Market
- West Covina, CA (24 miles from Irvine, CA)
- 14 days ago
- West Covina, CA (24 miles from Irvine, CA)
- 14 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...
Merrill Financial Solutions Advisor - Greater Orange County Market
- Irvine, CA
- 17 days ago
- Irvine, CA
- 17 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Join the transformative team at City of Hope, where we're changing lives and making a real difference in the fight against cancer, diabetes, and other life-threatening illnesses. City of Hopes...
- Tustin, CA (4 miles from Irvine, CA)
- 21 days ago
- Tustin, CA (4 miles from Irvine, CA)
- 21 days ago
Financial Counselor - Full Time, Days (Tustin) Tustin, CA, United States TRENDING JOB DESCRIPTION The Financial Counselor informs patients of their financial responsibility and collects co-pays,...
Financial Advisor - Costa Mesa
- Costa Mesa, CA (10 miles from Irvine, CA)
- 23 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 23 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Brea, CA (14 miles from Irvine, CA)
- 60+ days ago
- Brea, CA (14 miles from Irvine, CA)
- 60+ days ago
Job Description: Please note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed* The following laws or...
Financial Solutions Advisor - Consumer Investments - Southern CA Region
- Brea, CA (14 miles from Irvine, CA)
- 60+ days ago
- Brea, CA (14 miles from Irvine, CA)
- 60+ 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...
Demographic Data for Irvine, CA
Moving to Irvine, CA? Find some basic demographic data about Irvine, CA below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Irvine, CA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Irvine, 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
- 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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