JOBSEARCHER
OCCUPATIONS
INDUSTRIES
LOCATIONS
COMPANIES
SENIORITY
EXPLORE
SIGN IN
KEYWORDS
LOCATIONS
EXACT
NEARBY
Bodega, CA
Cotati, CA
Advanced search
SEARCH
10,000+
jobs
in
Portfolio Management and Investment Advice
near
Bodega, CA and Cotati, CA
for all time
Save
412
jobs
in
Portfolio Management and Investment Advice
near
Bodega, CA and Cotati, CA
for all time
Save
Filter
<
Date
All time
Financial Advisor - Santa Rosa, CA - Market 31, Region 48
NEXT STEPS
Edward D. Jones
Santa Rosa, CA
L5 Senior
May 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Managing Director- Technology & Software
NEXT STEPS
Dresner Partners
Santa Rosa, CA
L7 Manager
May 3rd, 2026
Computer and Information Systems Managers
Portfolio Management and Investment Advice
Show all >
Remote Financial Insights & Embedded Finance Analyst
NEXT STEPS
Micro
Cotati, CA
Remote
L4 Mid
May 20th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Remote Sales & Trading Analyst - AI Trainer ($50-$60 per hour)
NEXT STEPS
Data Annotation
Cotati, CA
Remote
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Associate Wealth Advisor / Financial Planner
NEXT STEPS
Swad Wealth Management
Santa Rosa, CA
L5 Senior
May 17th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Remote Financial Insights & Embedded Finance Analyst
NEXT STEPS
Micro
Santa Rosa, CA
Remote
L5 Senior
May 17th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Associate Wealth Advisor
NEXT STEPS
Swad Wealth Management
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Venture Capital/ Growth Equity Associate
NEXT STEPS
Alexander Chapman
Santa Rosa, CA
L4 Mid
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
CFP Wealth Planner - Retirement & Strategy Expert
NEXT STEPS
Independent Educational Consultants Association
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
In house Private Finance Funds/Investment Management Attorney
NEXT STEPS
TBG Bachrach Group
Santa Rosa, CA
L5 Senior
April 9th, 2026
Lawyers
Portfolio Management and Investment Advice
Show all >
Associate Wealth Advisor
NEXT STEPS
Independent Educational Consultants Association
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Private Equity Associate
NEXT STEPS
Hp Executive Search
Santa Rosa, CA
L4 Mid
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Client Service Associate
NEXT STEPS
Evergreen Gavekal
Santa Rosa, CA
L3 Junior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Private Equity Associate
NEXT STEPS
Aimhire
Santa Rosa, CA
L5 Senior
April 9th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
Show all >
Senior Wealth Manager, Sonoma
NEXT STEPS
Savvywealth
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Fund Controller
NEXT STEPS
3 Bridge Networks
Santa Rosa, CA
L5 Senior
June 6th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
Show all >
Lead Wealth Advisor
NEXT STEPS
Twin Peaks Wealth Advisors
Santa Rosa, CA
L5 Senior
April 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Experienced Client Service Associate
NEXT STEPS
Sonoma Allocations
Santa Rosa, CA
L3 Junior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Investor Relations Data & AI Analyst Automate Insights
NEXT STEPS
Keysight Technologies Sales Spain Sl
Santa Rosa, CA
L4 Mid
June 18th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
Show all >
Head of Wealth Management
NEXT STEPS
Leah Yosef International
Santa Rosa, CA
L7 Manager
April 29th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
Show all >
Regional Vice President
NEXT STEPS
Ea Buck Financial Services
Santa Rosa, CA
L7 Manager
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Quant + Venture Capital Intern (CS Background - Build VC Tools & Community)
NEXT STEPS
Quanta Ventures Fund
Santa Rosa, CA
L1 Intern
June 13th, 2026
Financial Quantitative Analysts
Portfolio Management and Investment Advice
Show all >
Remote Personal Financial Advisor (Private Wealth)
NEXT STEPS
Micro
Cotati, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Remote Financial Advisor (CFA or CFP)
NEXT STEPS
Micro
Larkfield-Wikiup, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
India Research Analyst
NEXT STEPS
Matthews Asia
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Hybrid Associate Wealth Advisor - Planning & Client Growth
APPLY
Focus Partners Wealth
Santa Rosa, CA
L4 Mid
July 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Wealth Client Services Specialist
APPLY
PowerToFly
Santa Rosa, CA
L3 Junior
June 25th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
Show all >
Remote Portfolio Management Expert ($100/hr) - 75400 (Santa Rosa)
NEXT STEPS
Turing
Santa Rosa, CA
Remote
L5 Senior
April 29th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Investment Banking Analyst, TMT
NEXT STEPS
Jefferies
Santa Rosa, CA
L5 Senior
April 24th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Senior Financial Analyst, FP&A
NEXT STEPS
Serena Lily
Santa Rosa, CA
L5 Senior
April 20th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
Show all >
Investment & Financial Planning Advisor
NEXT STEPS
Bank of America
Santa Rosa, CA
L5 Senior
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Investor Relations Analyst - Data and Automation
NEXT STEPS
Keysight Technologies Sales Spain Sl
Santa Rosa, CA
L5 Senior
May 8th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
Show all >
Investor Relations Analyst - Data and Automation
NEXT STEPS
Keysight Technologies
Santa Rosa, CA
L5 Senior
May 6th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
Show all >
Senior Associate (founder shadow)
NEXT STEPS
Nucleus
Santa Rosa, CA
L5 Senior
April 11th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
Show all >
Director of Financial Planning and Analysis
NEXT STEPS
Serena Lily
Santa Rosa, CA
L7 Manager
April 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
Show all >
Real Estate Private Equity, Acquisition Associate
NEXT STEPS
Keller Augusta
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Executive Assistant
NEXT STEPS
Wellknown Investment Firm
Santa Rosa, CA
L5 Senior
April 10th, 2026
Executive Secretaries and Executive Administrative Assistants
Portfolio Management and Investment Advice
Show all >
Sr. Associate Financial Advisor
NEXT STEPS
First Tech Federal Credit Union
Santa Rosa, CA
L5 Senior
April 10th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Finance Expert: Remote Contract - Sebastopol
NEXT STEPS
Work App
Sebastopol, CA
Remote
L5 Senior
July 13th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
Show all >
Chief of Staff - Growing Venture Firm, SF
NEXT STEPS
Hunter Sf
Santa Rosa, CA
L7 Manager
May 10th, 2026
Chief Executives
Portfolio Management and Investment Advice
Show all >
1
2
3
4
11