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Portfolio Management and Investment Advice
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Cotati, CA, Occidental, CA, and Freestone, CA
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Financial Advisor - Santa Rosa, CA - Market 31, Region 48
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Edward D. Jones
Santa Rosa, CA
L5 Senior
May 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Managing Director- Technology & Software
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Dresner Partners
Santa Rosa, CA
L7 Manager
May 3rd, 2026
Computer and Information Systems Managers
Portfolio Management and Investment Advice
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Remote Financial Insights & Embedded Finance Analyst
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Micro
Cotati, CA
Remote
L4 Mid
May 20th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Remote Sales & Trading Analyst - AI Trainer ($50-$60 per hour)
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Data Annotation
Cotati, CA
Remote
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Associate Wealth Advisor / Financial Planner
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Swad Wealth Management
Santa Rosa, CA
L5 Senior
May 17th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Insights & Embedded Finance Analyst
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Micro
Santa Rosa, CA
Remote
L5 Senior
May 17th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Associate Wealth Advisor
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Swad Wealth Management
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Venture Capital/ Growth Equity Associate
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Alexander Chapman
Santa Rosa, CA
L4 Mid
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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CFP Wealth Planner - Retirement & Strategy Expert
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Independent Educational Consultants Association
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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In house Private Finance Funds/Investment Management Attorney
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TBG Bachrach Group
Santa Rosa, CA
L5 Senior
April 9th, 2026
Lawyers
Portfolio Management and Investment Advice
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Associate Wealth Advisor
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Independent Educational Consultants Association
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Private Equity Associate
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Hp Executive Search
Santa Rosa, CA
L4 Mid
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Client Service Associate
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Evergreen Gavekal
Santa Rosa, CA
L3 Junior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Private Equity Associate
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Aimhire
Santa Rosa, CA
L5 Senior
April 9th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Senior Wealth Manager, Sonoma
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Savvywealth
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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New York Life Accelerated Path to Management Program
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New York Life
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Director Investment Banking TMT Elite Boutique
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Harrisonrush Group
Santa Rosa, CA
L7 Manager
April 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Branch Office Administrator - Santa Rosa, CA
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Edward Jones
Santa Rosa, CA
L5 Senior
June 30th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Associate Financial Advisor
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JBA International
Sebastopol, CA
L4 Mid
April 9th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Fund Controller
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3 Bridge Networks
Santa Rosa, CA
L5 Senior
June 6th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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REMOTE - Entry-Level - Financial Professional
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GFI Pros
Santa Rosa, CA
Remote
L3 Junior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Lead Wealth Advisor
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Twin Peaks Wealth Advisors
Santa Rosa, CA
L5 Senior
April 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Experienced Client Service Associate
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Sonoma Allocations
Santa Rosa, CA
L3 Junior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Investor Relations Data & AI Analyst Automate Insights
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Keysight Technologies Sales Spain Sl
Santa Rosa, CA
L4 Mid
June 18th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
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Head of Wealth Management
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Leah Yosef International
Santa Rosa, CA
L7 Manager
April 29th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Regional Vice President
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Ea Buck Financial Services
Santa Rosa, CA
L7 Manager
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Quant + Venture Capital Intern (CS Background - Build VC Tools & Community)
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Quanta Ventures Fund
Santa Rosa, CA
L1 Intern
June 13th, 2026
Financial Quantitative Analysts
Portfolio Management and Investment Advice
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Remote Personal Financial Advisor (Private Wealth)
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Micro
Cotati, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Advisor (CFA or CFP)
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Micro
Larkfield-Wikiup, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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India Research Analyst
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Matthews Asia
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Remote Portfolio Management Expert ($100/hr) - 75400 (Santa Rosa)
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Turing
Santa Rosa, CA
Remote
L5 Senior
April 29th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Investment Banking Analyst, TMT
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Jefferies
Santa Rosa, CA
L5 Senior
April 24th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Senior Fund Accountant
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3 Bridge Networks
Santa Rosa, CA
L5 Senior
April 19th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Senior Financial Analyst, FP&A
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Serena Lily
Santa Rosa, CA
L5 Senior
April 20th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Investment & Financial Planning Advisor
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Bank of America
Santa Rosa, CA
L5 Senior
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Investor Relations Analyst - Data and Automation
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Keysight Technologies Sales Spain Sl
Santa Rosa, CA
L5 Senior
May 8th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
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Investor Relations Analyst - Data and Automation
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Keysight Technologies
Santa Rosa, CA
L5 Senior
May 6th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
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Senior Associate (founder shadow)
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Nucleus
Santa Rosa, CA
L5 Senior
April 11th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Director of Financial Planning and Analysis
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Serena Lily
Santa Rosa, CA
L7 Manager
April 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Real Estate Private Equity, Acquisition Associate
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Keller Augusta
Santa Rosa, CA
L5 Senior
April 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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