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Freestone, CA
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Portfolio Management and Investment Advice and Trusts, Estates, and Agency Accounts
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Freestone, CA
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391
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Portfolio Management and Investment Advice and Trusts, Estates, and Agency Accounts
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Freestone, CA
for all time
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Operations Administrator
APPLY
Bachans
Sebastopol, CA
L4 Mid
August 19th, 2026
General and Operations Managers
Trusts, Estates, and Agency Accounts
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Senior Fund Accountant
APPLY
Haystack Consultants
Santa Rosa, CA
L6 Lead
August 5th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Senior Public Pension Investment Strategist
APPLY
County Of Sonoma
Santa Rosa, CA
L7 Manager
July 29th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Client Services Financial Manager
NEXT STEPS
Robert Half
Santa Rosa, CA
L5 Senior
July 8th, 2026
Financial Specialists, All Other
Trust, Fiduciary, and Custody Activities
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Trust Operations Manager
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Exchange Bank
Santa Rosa, CA
L6 Lead
April 12th, 2026
Business Operations Specialists, All Other
Trust, Fiduciary, and Custody Activities
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Operations Admininstrator
NEXT STEPS
Sonoma County Tourism
Santa Rosa, CA
L4 Mid
July 15th, 2026
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Office Administrative Services
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Trust Securities Specialist
APPLY
Exchange Bank
Santa Rosa, CA
L3 Junior
April 14th, 2026
Financial Clerks, All Other
Trust, Fiduciary, and Custody Activities
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Trust Specialist
APPLY
Exchange Bank
Santa Rosa, CA
L3 Junior
May 21st, 2026
Financial Clerks, All Other
Trust, Fiduciary, and Custody Activities
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Chief Operating Officer
NEXT STEPS
Confidential
Santa Rosa, CA
L8 Director
May 28th, 2026
General and Operations Managers
Trust, Fiduciary, and Custody Activities
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Accounting Manager
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Confidential
Santa Rosa, CA
L7 Manager
June 11th, 2026
Accountants and Auditors
Other Accounting Services
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Trust Specialist (Hiring Immediately)
APPLY
Exchange Bank
Santa Rosa, CA
L3 Junior
August 2nd, 2026
Bookkeeping, Accounting, and Auditing Clerks
Trust, Fiduciary, and Custody Activities
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Operations Administrator
APPLY
Sonomacountytourism
Santa Rosa, CA
L4 Mid
August 4th, 2026
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
All Other Traveler Accommodation
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Tax Specialist - Trusts & Estates
APPLY
Jobot
Santa Rosa, CA
L5 Senior
April 16th, 2026
Tax Preparers
Tax Preparation Services
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Vice President of Family Office Services
NEXT STEPS
Intellectus Partners
Santa Rosa, CA
L7 Manager
May 8th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Investor Relations Associate
NEXT STEPS
Elco Consulting
Santa Rosa, CA
L4 Mid
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Asset Management Analyst
NEXT STEPS
Coda Search Staffing
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Managing Director
NEXT STEPS
Elios Talent
Santa Rosa, CA
L7 Manager
April 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Compliance Associate
NEXT STEPS
Fernridge Group
Santa Rosa, CA
L5 Senior
April 9th, 2026
Compliance Managers
Portfolio Management and Investment Advice
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Investment Associate (PE/VC) - Single Family Office, SF
NEXT STEPS
Hunter Sf
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Remote Risk Analyst - AI Trainer ($50-$60 per hour)
NEXT STEPS
Data Annotation
Santa Rosa, CA
Remote
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Acquistions & Asset Management - Analyst (Real Estate)
NEXT STEPS
Coda Search Staffing
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Advisor - Santa Rosa, CA - Market 31, Region 48
NEXT STEPS
Edward Jones
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
NEXT STEPS
Northwestern Mutual
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Relationship Specialist- Santa Rosa, CA
NEXT STEPS
Charles Schwab
Santa Rosa, CA
L4 Mid
May 11th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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Financial Planning and Analysis - Associate
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LHH
Santa Rosa, CA
L4 Mid
May 4th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Capital Formation Associate (Alternative Investments)
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Coda Search Staffing
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Office/Administrative Assistant
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Career Group
Santa Rosa, CA
L3 Junior
April 18th, 2026
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Portfolio Management and Investment Advice
Show all >
Remote Investment Banking Analyst ($100/hr) - 75404 (Santa Rosa)
NEXT STEPS
Turing
Santa Rosa, CA
Remote
L5 Senior
April 29th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Solutions Advisor- Napa, Marin, Sonoma Areas
NEXT STEPS
Bank of America
Santa Rosa, CA
L5 Senior
May 3rd, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Senior Wealth Advisor
NEXT STEPS
Columbia Bank
Santa Rosa, CA
L5 Senior
May 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Specialist
APPLY
Focus Financial Partners
Santa Rosa, CA
L4 Mid
July 7th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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Compliance Analyst
APPLY
Optima Partners
Santa Rosa, CA
L4 Mid
September 1st, 2026
Compliance Officers
Portfolio Management and Investment Advice
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Investment Analyst, Secondaries
APPLY
Hunter Sf
Santa Rosa, CA
L3 Junior
September 1st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Investment Associate
APPLY
Skba Capital Management
Santa Rosa, CA
L3 Junior
April 16th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Private Equity Associate: Tech-enabled Services
APPLY
Alexander Chapman
Santa Rosa, CA
L5 Senior
August 31st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Analyst / Associate
NEXT STEPS
Talisman
Santa Rosa, CA
L5 Senior
April 19th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Staff AI Engineer
NEXT STEPS
Talent Connect Group Tcg
Santa Rosa, CA
L6 Lead
April 18th, 2026
Software Developers
Portfolio Management and Investment Advice
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Financial Planner - Trenton
NEXT STEPS
Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
NEXT STEPS
Edward Jones
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas:
NEXT STEPS
MyGwork LGBTQ Business Community
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
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