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Berkeley, CA
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Portfolio Management and Investment Advice
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Berkeley, CA
in last 30 days
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360
jobs
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Portfolio Management and Investment Advice
near
Berkeley, CA
in last 30 days
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Date
Last 30 days
Entry Level - Wealth Manager at Equitable Advisors in Oakland, California
APPLY
Disabled Person
Oakland, CA
L4 Mid
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor
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Jobtailor
Walnut Creek, CA
L4 Mid
September 9th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Strategic Financial Planner & Solutions Advisor
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Jobtailor
Oakland, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Solutions Advisor
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Jobtailor
Oakland, CA
L5 Senior
September 9th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Financial Planning Analyst
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Robert Half
Walnut Creek, CA
L5 Senior
September 11th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Planner - 1 Day Onsite Job in Alamo, CA | Robert Half
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Robert Half
Alamo, CA
L5 Senior
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Analyst, Principal
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Blue Shield of California
Emeryville, CA
L6 Lead
September 11th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Remote VP, Integration Strategy & Acquisitions
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Silversmith Capital Partners
Walnut Creek, CA
Remote
L7 Manager
September 27th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Vice President, Retail Asset Management Finance Lead
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Confidential
Oakland, CA
L7 Manager
September 4th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Remote Investment Accountant III
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Pinnacol Assurance
Oakland, CA
Remote
L5 Senior
September 5th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Manager, Trade Finance
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Kinders Premium Quality Seasonings Sauces
Walnut Creek, CA
L6 Lead
September 27th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Investment Associate
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Fictiv
Oakland, CA
L6 Lead
September 25th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Management Company Controller
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Standish Management
Walnut Creek, CA
L6 Lead
September 17th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Client Service Associate
APPLY
Capital Advantage
Walnut Creek, CA
L3 Junior
September 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Service Associate
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Allworth Airline Advisors Formerly Raa
Walnut Creek, CA
L3 Junior
September 14th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Compliance Associate
APPLY
Voleon Group
Berkeley, CA
L5 Senior
September 23rd, 2026
Compliance Officers
Portfolio Management and Investment Advice
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Direct Indexing Associate Portfolio Manager
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Vanguard
Oakland, CA
L5 Senior
September 8th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Direct Indexing Portfolio Manager
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Hackajob
Oakland, CA
L5 Senior
September 11th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Entrepreneurial Financial Planner & Client Advocate
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Northwestern Mutual
Albany, CA
L4 Mid
September 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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Northwestern Mutual
Albany, CA
L5 Senior
September 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Director, Investments & Treasury - Hybrid Leader
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Aaa Mountain West Group
Walnut Creek, CA
L7 Manager
September 30th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Director, Investments & Treasury Strategy
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Aaa Mountain West Group
Walnut Creek, CA
L7 Manager
September 30th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Director, Investments & Treasury
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Aaa Mountain West Group
Walnut Creek, CA
L7 Manager
September 26th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Director, Tax, Trust & Estate Specialist
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Charles Schwab
Walnut Creek, CA
L6 Lead
September 14th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Client Service Manager | RIA Firm
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Robert Half
Walnut Creek, CA
L6 Lead
September 18th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Client Service Manager - Wealth Management Firm
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Robert Half
Walnut Creek, CA
L5 Senior
October 2nd, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Private Equity Analyst
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Tuckers Farm
Oakland, CA
L5 Senior
September 5th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Client Relations & Development Assc
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Elite Nation Financial
Oakland, CA
L4 Mid
September 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Investment Accountant III
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Pinnacol Assurance
Berkeley, CA
Remote
L5 Senior
September 5th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Premier Wealth Advisor for -Worth Clients
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Lenox Advisors
Walnut Creek, CA
L5 Senior
September 23rd, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment Advice
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Associate Advisor
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Allworth Airline Advisors Formerly Raa
Walnut Creek, CA
L5 Senior
September 26th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Chief Product Officer, Personalized Investing
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Vanguard
Oakland, CA
L7 Manager
September 23rd, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Merrill Financial Solutions Advisor - Partially Registered: East Bay Market
APPLY
Bank of America
Oakland, CA
L5 Senior
September 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planning Analyst Job in Walnut Creek, California | Robert Half
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Robert Half
Walnut Creek, CA
L5 Senior
September 24th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Engagement Manager
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Standishmanagement1
Walnut Creek, CA
L5 Senior
September 14th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana Market
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Bank of America
Lafayette, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planning Consultant (Walnut Creek, CA)
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Fwainvest
Walnut Creek, CA
L5 Senior
October 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Wealth Advisor Growth & Strategy (Hybrid Oakland)
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Cetera Financial Group
Oakland, CA
L5 Senior
October 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Entrepreneurial Financial Planner & Advisor
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Northwestern Mutual
Walnut Creek, CA
L5 Senior
October 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Fund Accounting - Senior Manager
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Standish Management
Walnut Creek, CA
L5 Senior
September 28th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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