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Freestone, CA
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Portfolio Management and Investment Advice and Trust, Fiduciary, and Custody Activities
near
Freestone, CA
in last 30 days
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58
jobs
in
Portfolio Management and Investment Advice and Trust, Fiduciary, and Custody Activities
near
Freestone, CA
in last 30 days
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Date
Last 30 days
Senior Fund Accounting Manager
APPLY
3 Bridge Networks
Santa Rosa, CA
L5 Senior
August 28th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Senior Trust & Estates Paralegal
APPLY
Ekspert Counsel
Santa Rosa, CA
L5 Senior
August 17th, 2026
Paralegals and Legal Assistants
Trust, Fiduciary, and Custody Activities
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Group Director
APPLY
Russell Tobin
Santa Rosa, CA
L7 Manager
August 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Trade & Cash Operations Analyst | San Francisco Bay Area | Hybrid at Daley And Associates, LLC. in S
APPLY
Disabled Person
Santa Rosa, CA
L3 Junior
August 25th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Associate Financial Advisor
APPLY
Edward Jones
Santa Rosa, CA
L4 Mid
August 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Trade & Cash Operations Analyst | San Francisco Bay Area | Hybrid
APPLY
Daley Associates
Santa Rosa, CA
L3 Junior
August 22nd, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Assistant Fund Controller
APPLY
Propel Recruitment
Santa Rosa, CA
L6 Lead
August 28th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Investment Advisor Open-Architecture Platform & Growth
APPLY
LPL Financial
Santa Rosa, CA
L4 Mid
August 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Crypto Fund Controller
APPLY
Voy Ventures
Santa Rosa, CA
L7 Manager
August 28th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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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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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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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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Supervisory Control Specialist
APPLY
Wells Fargo
Santa Rosa, CA
L5 Senior
August 19th, 2026
Financial Examiners
Portfolio Management and Investment Advice
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Acquisitions Analyst - Real Estate Investment & Growth Path
APPLY
Bestica Healthcare
Santa Rosa, CA
L4 Mid
August 20th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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AI Scientist - up to $600k base + equity
APPLY
Sharpe Search
Santa Rosa, CA
L5 Senior
August 28th, 2026
Computer and Information Research Scientists
Portfolio Management and Investment Advice
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Vice President, Capital Formation (Venture Capital) -- San Francisco
APPLY
Everet Marsh
Santa Rosa, CA
L7 Manager
August 28th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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VP of Finance / CFO - Private Equity Real Estate
APPLY
3 Bridge Networks
Santa Rosa, CA
L7 Manager
August 30th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Client Advocate
APPLY
Avior Wealth Management
Santa Rosa, CA
L4 Mid
September 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Management Trainee
APPLY
Bankers Life
Santa Rosa, CA
L3 Junior
September 1st, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Junior Financial Analyst
APPLY
24 Seven Talent
Santa Rosa, CA
L4 Mid
September 1st, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Strategic Finance Partner for Engineering & R&D
APPLY
Keysight Technologies
Santa Rosa, CA
L6 Lead
August 25th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Investor Relations Director, Strategy & Engagement (Santa Rosa)
APPLY
Keysight Technologies
Santa Rosa, CA
L7 Manager
August 7th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Associate Financial Advisor Growth, Client Impact
APPLY
Edward Jones
Santa Rosa, CA
L4 Mid
August 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Tax Manager - Wealth Management Firm
APPLY
Robert Half
Santa Rosa, CA
L5 Senior
August 28th, 2026
Tax Preparers
Portfolio Management and Investment Advice
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Quantitative Researcher - Up to $600k base
APPLY
Sharpe Search
Santa Rosa, CA
L5 Senior
August 28th, 2026
Financial Quantitative Analysts
Portfolio Management and Investment Advice
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Remote Investment Accountant III
APPLY
Pinnacol Assurance
Santa Rosa, CA
Remote
L5 Senior
September 5th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Senior Executive Assistant
APPLY
3 Bridge Networks
Santa Rosa, CA
L5 Senior
September 5th, 2026
Executive Secretaries and Executive Administrative Assistants
Portfolio Management and Investment Advice
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Finance & Operations Manager
APPLY
Voy Ventures
Santa Rosa, CA
L5 Senior
September 5th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Financial Sales / Private Markets Associate
APPLY
Upmarket
Santa Rosa, CA
L5 Senior
September 1st, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Finance Expert -- AI Training & Evaluation
APPLY
Plato
Santa Rosa, CA
L5 Senior
September 1st, 2026
Financial Specialists, All Other
Custom Computer Programming Services
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Senior Financial Analyst, Marketing
APPLY
United States Digital Space
Santa Rosa, CA
L5 Senior
August 27th, 2026
Financial and Investment Analysts
Corporate, Subsidiary, and Regional Managing Offices
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Accounting Analyst
APPLY
3 Bridge Networks
Santa Rosa, CA
L3 Junior
August 28th, 2026
Accountants and Auditors
Other Accounting Services
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Trade & Cash Operations Associate | San Francisco Bay Area
APPLY
Daley Associates
Santa Rosa, CA
L5 Senior
August 21st, 2026
Financial Clerks, All Other
Investment Banking and Securities Intermediation
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Principal, Growing Venture Secondaries Platform
APPLY
Hunter Sf
Santa Rosa, CA
L7 Manager
August 28th, 2026
Investment Fund Managers
Miscellaneous Financial Investment Activities
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Remote Senior Accountant (Trading)
APPLY
Numerixs Quant
Santa Rosa, CA
Remote
L5 Senior
September 5th, 2026
Accountants and Auditors
Other Accounting Services
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Financial Services Sales Representative
APPLY
Help World
Santa Rosa, CA
L3 Junior
August 10th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Insurance Agencies and Brokerages
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Strategic Investor Relations Director (Santa Rosa)
APPLY
Keysight Technologies Sales Spain Sl
Santa Rosa, CA
L7 Manager
August 7th, 2026
Investment Fund Managers
Miscellaneous Financial Investment Activities
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Advance Associate / UHNW Founder - SF
APPLY
Career Group
Santa Rosa, CA
L5 Senior
August 21st, 2026
Executive Secretaries and Executive Administrative Assistants
Private Households
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Remote Head of Finance (Remote)
APPLY
Vc Lab
Santa Rosa, CA
Remote
L7 Manager
September 5th, 2026
Financial Managers
Miscellaneous Financial Investment Activities
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