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Freestone, CA
Monte Rio, CA
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Portfolio Management and Investment Advice
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Freestone, CA and Monte Rio, CA
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365
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Portfolio Management and Investment Advice
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Freestone, CA and Monte Rio, CA
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Vice President of Family Office Services
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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
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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
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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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Managing Director
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Elios Talent
Santa Rosa, CA
L7 Manager
April 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Compliance Associate
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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
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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)
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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)
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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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Financial Advisor - Santa Rosa, CA - Market 31, Region 48
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Edward Jones
Santa Rosa, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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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
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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
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Remote Investment Banking Analyst ($100/hr) - 75404 (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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Financial Solutions Advisor- Napa, Marin, Sonoma Areas
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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
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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
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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
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Optima Partners
Santa Rosa, CA
L4 Mid
September 1st, 2026
Compliance Officers
Portfolio Management and Investment Advice
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Investment Analyst, Secondaries
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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
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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
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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
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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
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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
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Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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Edward Jones
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas:
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MyGwork LGBTQ Business Community
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Principal (Santa Rosa)
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Optima Partners
Santa Rosa, CA
L6 Lead
May 16th, 2026
Compliance Managers
Portfolio Management and Investment Advice
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Strategic Financial Planner | Client Growth & CFP Path
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Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planner - Trenton
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TD
Forestville, CA
L5 Senior
July 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Fund Accounting Controller
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Sayva Solutions
Santa Rosa, CA
L5 Senior
June 11th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
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JPMorgan Chase
Santa Rosa, CA
L5 Senior
April 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Director - Digital Asset Audit & Assurance
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Recruitblock
Santa Rosa, CA
L7 Manager
April 27th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Senior Wealth Advisor
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Beacon Pointe
Santa Rosa, CA
L5 Senior
April 27th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Analyst
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Micro
Larkfield-Wikiup, CA
Remote
L5 Senior
June 23rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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External Sales Associate Asset Management Firm
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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
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Investor Relations Coordinator
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Catapult Solutions Group
Santa Rosa, CA
L5 Senior
April 9th, 2026
Meeting, Convention, and Event Planners
Portfolio Management and Investment Advice
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Investment Associate
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Meraki Talent
Santa Rosa, CA
L5 Senior
April 16th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Senior Financial Advisor
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Lead Advisor
Santa Rosa, CA
L5 Senior
April 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor - Hybrid, Growth & Profit Sharing
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Willow Creek Wealth Management
Sebastopol, CA
L5 Senior
April 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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