JOBSEARCHER
OCCUPATIONS
INDUSTRIES
LOCATIONS
COMPANIES
SENIORITY
EXPLORE
SIGN IN
KEYWORDS
LOCATIONS
EXACT
NEARBY
Cotati, CA
Occidental, CA
Bodega, CA
Freestone, CA
Graton, CA
Advanced search
SEARCH
10,000+
jobs
in
Portfolio Management and Investment Advice
near
Cotati, CA, Occidental, CA, and Bodega, CA, and 2 more
for all time
Save
288
jobs
in
Portfolio Management and Investment Advice
near
Cotati, CA, Occidental, CA, and Bodega, CA, and 2 more
for all time
Save
Filter
<
Date
All time
Associate Wealth Advisor
APPLY
Focus Partners Wealth
Santa Rosa, CA
L5 Senior
July 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Financial Planner: Wealth Builder
APPLY
TD
Forestville, CA
L5 Senior
July 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
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
Show all >
Investor Relations Associate
NEXT STEPS
Elco Consulting
Santa Rosa, CA
L4 Mid
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
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
Show all >
Managing Director
NEXT STEPS
Elios Talent
Santa Rosa, CA
L7 Manager
April 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
Show all >
Senior Compliance Associate
APPLY
Fernridge Group
Santa Rosa, CA
L5 Senior
April 9th, 2026
Compliance Managers
Portfolio Management and Investment Advice
Show all >
Investment Associate (PE/VC) - Single Family Office, SF
APPLY
Hunter Sf
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Management Fast Track Financial Professional
APPLY
New York Life
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Remote Risk Analyst - AI Trainer ($50-$60 per hour)
APPLY
Data Annotation
Santa Rosa, CA
Remote
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Vice President Elite Boutique TMT
APPLY
Harrison Rush Group
Santa Rosa, CA
L7 Manager
April 9th, 2026
Information Technology Project Managers
Portfolio Management and Investment Advice
Show all >
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
Show all >
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
Show all >
Financial Advisor
NEXT STEPS
Northwestern Mutual
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Client Relationship Specialist- Santa Rosa, CA
APPLY
Charles Schwab
Santa Rosa, CA
L4 Mid
May 11th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
Show all >
Financial Planning and Analysis - Associate
APPLY
LHH
Santa Rosa, CA
L4 Mid
May 4th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Capital Formation Associate (Alternative Investments)
APPLY
Coda Search Staffing
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Office/Administrative Assistant
NEXT STEPS
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
Show all >
Analyst / Associate
APPLY
Talisman
Santa Rosa, CA
L5 Senior
April 19th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Staff AI Engineer
APPLY
Talent Connect Group Tcg
Santa Rosa, CA
L6 Lead
April 18th, 2026
Software Developers
Portfolio Management and Investment Advice
Show all >
Financial Planner - Trenton
APPLY
Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
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:
APPLY
MyGwork LGBTQ Business Community
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Principal (Santa Rosa)
APPLY
Optima Partners
Santa Rosa, CA
L6 Lead
May 16th, 2026
Compliance Managers
Portfolio Management and Investment Advice
Show all >
Strategic Financial Planner | Client Growth & CFP Path
APPLY
Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Financial Planner - Trenton
APPLY
TD
Forestville, CA
L5 Senior
July 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Fund Accounting Controller
APPLY
Sayva Solutions
Santa Rosa, CA
L5 Senior
June 11th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
Show all >
Entry Level - Wealth Manager
APPLY
Equitable Advisors
Santa Rosa, CA
L4 Mid
April 27th, 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
APPLY
JPMorgan Chase
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Director - Digital Asset Audit & Assurance
APPLY
Recruitblock
Santa Rosa, CA
L7 Manager
April 27th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
Show all >
Senior Wealth Advisor
APPLY
Beacon Pointe
Santa Rosa, CA
L5 Senior
April 27th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Remote Financial Analyst
APPLY
Micro
Larkfield-Wikiup, CA
Remote
L5 Senior
June 23rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Hybrid Wealth Advisor: Personal Financial Planning
APPLY
Focus Financial Partners
Santa Rosa, CA
L4 Mid
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
External Sales Associate Asset Management Firm
NEXT STEPS
Confidential
Santa Rosa, CA
L5 Senior
April 9th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment Advice
Show all >
Investor Relations Coordinator
APPLY
Catapult Solutions Group
Santa Rosa, CA
L5 Senior
April 9th, 2026
Meeting, Convention, and Event Planners
Portfolio Management and Investment Advice
Show all >
Investment Associate
APPLY
Meraki Talent
Santa Rosa, CA
L5 Senior
April 16th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
Financial Professional
APPLY
Equitable Advisors
Santa Rosa, CA
L5 Senior
June 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Senior Financial Advisor
APPLY
Lead Advisor
Santa Rosa, CA
L5 Senior
April 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Investment Associate
APPLY
Skba Capital Management
Santa Rosa, CA
L3 Junior
April 16th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
Show all >
1
2
3
4
8