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Berkeley, CA
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Portfolio Management and Investment Advice and Open-End Investment Funds
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Berkeley, CA
in last 30 days
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361
jobs
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Portfolio Management and Investment Advice and Open-End Investment Funds
near
Berkeley, CA
in last 30 days
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Last 30 days
Fund Accountant - AI-Driven Finance, Hybrid PT
APPLY
Voleon
Berkeley, CA
L5 Senior
September 11th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Fund Accountant
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Voleon
Berkeley, CA
L5 Senior
September 11th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Remote Senior Financial Analyst
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Propelis
Oakland, CA
Remote
L5 Senior
September 8th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Assurance Senior, Asset Management
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Bdo
Walnut Creek, CA
L6 Lead
September 13th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Strategic Client Services Lead - Financial Advisory
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Allworth Financial
Walnut Creek, CA
L5 Senior
September 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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VP, Financial Consultant - Berkeley, CA
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Nexxt
Berkeley, CA
L5 Senior
September 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Relationship Manager (San Francisco, CA)
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Mercer Advisors
Walnut Creek, CA
L5 Senior
September 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor - Branch-Based Investment Solutions
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LPL Financial
Walnut Creek, CA
L4 Mid
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Advisor | SF Based Wealth Management Firm Job in Walnut Creek, CA | Robert Half
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Robert Half
Walnut Creek, CA
L5 Senior
September 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Hybrid Direct Indexing Investment Analyst
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Vanguard
Oakland, CA
L4 Mid
September 9th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Client Service Specialist
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Robert Half
Alamo, CA
L3 Junior
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Supervisor | RIA Firm Job in Lafayette, CA | Robert Half
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Robert Half
Lafayette, CA
L4 Mid
September 12th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Wealth Advisor for High-Net-Worth Clients
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Jobtailor
Walnut Creek, CA
L5 Senior
September 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Solutions Advisor - Greater Oakland Area
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Bank of America
El Sobrante, CA
L5 Senior
September 11th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Entry Level - Wealth Manager at Equitable Advisors in Piedmont, California
APPLY
Disabled Person
Oakland, CA
L4 Mid
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Solutions Advisor I Licenses & Client Impact
APPLY
Bank of America
Pleasant Hill, CA
L4 Mid
September 15th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Wealth Management Client Service Lead
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Allworth Financial
Walnut Creek, CA
L5 Senior
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Manager Job in Alamo, CA | Robert Half
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Robert Half
Alamo, CA
L4 Mid
September 3rd, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Financial Services Advisor
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Bluespring Wealth
Walnut Creek, CA
L5 Senior
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Supervisor | RIA Firm
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Robert Half
Walnut Creek, CA
L6 Lead
September 16th, 2026
First-Line Supervisors of Personal Service Workers
Portfolio Management and Investment Advice
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Fund Controller
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Green Key Resources
Oakland, CA
L7 Manager
September 15th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Performance & Attribution Lead - Associate Director
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Fidelity
Oakland, CA
L7 Manager
September 15th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Mission-Driven Investment Associate
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California Wellness Foundation
Oakland, CA
L4 Mid
September 23rd, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Client Associate
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Royal Bank Of Canada
Walnut Creek, CA
L4 Mid
September 4th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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VP Wealth Advisor & Strategic Financial Planner
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Wealth Enhancement
Walnut Creek, CA
L5 Senior
September 25th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Strategic Financial Solutions Advisor
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Bank of America
Walnut Creek, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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VP Financial Advisor - Wealth Planning Leader
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Wealth Enhancement Group
Walnut Creek, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Launch Path: Financial Solutions Advisor (ADP) - Stage I
APPLY
United States Digital Space
Emeryville, CA
L4 Mid
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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CFP Senior Financial Planner - Private Banking Leader
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Flagstar Bank
Walnut Creek, CA
L5 Senior
September 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor | High-Net-Worth Clients
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U.S. Bank
Walnut Creek, CA
L5 Senior
September 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Holistic Financial Planner & Independent Advisor
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Northwestern Mutual
Walnut Creek, CA
L5 Senior
September 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Asset Management Analyst, Industrial
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Shineassociatesllc
Oakland, CA
L5 Senior
October 1st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Analyst, Principal
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Blue Shield of California
Oakland, CA
L6 Lead
September 11th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Direct Indexing Investment Analyst
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Hackajob
Oakland, CA
L5 Senior
September 11th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Paraplanner @ Wealth Management Firm Job in Alamo, CA | Robert Half
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Robert Half
Alamo, CA
L5 Senior
September 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Entry Level - Wealth Manager at Equitable Advisors in Emeryville, California
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Disabled Person
Emeryville, CA
L4 Mid
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Treasury Manager
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Workday
Oakland, CA
L6 Lead
September 15th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Finance Manager
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Angi
Oakland, CA
L5 Senior
September 15th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Consultant, Transaction Advisory
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Armanino
Walnut Creek, CA
L5 Senior
September 22nd, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Client Service Supervisor | RIA Firm
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Robert Half
Lafayette, CA
L6 Lead
September 13th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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