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Berkeley, CA
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10,000+
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Portfolio Management and Investment Advice
near
Berkeley, CA
in last 30 days
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316
jobs
in
Portfolio Management and Investment Advice
near
Berkeley, CA
in last 30 days
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Date
Last 30 days
ESG Stewardship Analyst
APPLY
Capital Group
Oakland, CA
L5 Senior
August 3rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Portfolio Manager Lead: Credit & Relationship Strategy
APPLY
Cre Finance Council
Walnut Creek, CA
L7 Manager
August 6th, 2026
Credit Analysts
Portfolio Management and Investment Advice
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Senior Associate, Investor Relations Business Development
APPLY
Thevoleongroup
Berkeley, CA
L5 Senior
July 27th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Manager, Client Service
APPLY
Merceradvisors
Walnut Creek, CA
L4 Mid
August 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas
APPLY
Chase
Walnut Creek, CA
L5 Senior
August 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Analyst: Capital Projects & Reporting (On-Site)
APPLY
Td Thornton
Walnut Creek, CA
L5 Senior
August 10th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Associate Member of Trading Staff
APPLY
Thevoleongroup
Berkeley, CA
L5 Senior
July 19th, 2026
Financial Quantitative Analysts
Portfolio Management and Investment Advice
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Operations Associate
APPLY
Gemmer Asset Management
Walnut Creek, CA
L4 Mid
July 18th, 2026
Office Clerks, General
Portfolio Management and Investment Advice
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General Partner Services Senior Associate | Alternative Inve
APPLY
Robert Half
Oakland, CA
L6 Lead
August 5th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Investment Analyst
APPLY
Real Estate Talent Solutions
Walnut Creek, CA
L5 Senior
July 22nd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Registered Client Service Associate
APPLY
711 Ms Smith Barney
Walnut Creek, CA
L3 Junior
July 31st, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Wealth Client Services Specialist
APPLY
711 Ms Smith Barney
Walnut Creek, CA
L3 Junior
July 31st, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Vice President, Investor Relations
APPLY
Fivetran
Oakland, CA
L7 Manager
July 23rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Finance Fellow - Human Frontier Collective (US)
APPLY
Scale AI
Oakland, CA
L5 Senior
July 27th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Senior Investment Advisor: Grow AUM & Lead Client Portfolios
APPLY
Fifth Third
Walnut Creek, CA
L5 Senior
July 21st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid)
APPLY
Empower Retirement
Emeryville, CA
Remote
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid)
APPLY
Empower Retirement
Orinda, CA
Remote
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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IA Processing Specialist
APPLY
Osaic
Oakland, CA
L5 Senior
August 3rd, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Wealth Strategy Associate
APPLY
Ub
Walnut Creek, CA
L5 Senior
August 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor - AI Trainer
APPLY
Data Annotation
Oakland, CA
L5 Senior
July 18th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Lead, Financial Planning & Analysis (FP&A)
APPLY
Delta Dental Of California
Emeryville, CA
L7 Manager
August 1st, 2026
Financial Managers
Portfolio Management and Investment Advice
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Service Operations Associate (Walnut Creek, CA) (Hiring Immediately)
APPLY
Mercer Advisors
Walnut Creek, CA
L3 Junior
July 27th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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Retirement Plan Advisor - Spanish
APPLY
Empower Retirement
Orinda, CA
L5 Senior
July 26th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center
APPLY
Bank of America
Berkeley, CA
L3 Junior
July 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Service Operations Associate (Walnut Creek, CA)
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Merceradvisors
Walnut Creek, CA
L3 Junior
August 4th, 2026
Brokerage Clerks
Portfolio Management and Investment Advice
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Sr. Client Service Associate/ Sr. Client Service Manager
APPLY
Wealth Enhancement Group
Walnut Creek, CA
L5 Senior
August 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Wealth Advisor
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Socket
Walnut Creek, CA
L5 Senior
August 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Manager
APPLY
Heffernan Financial
Walnut Creek, CA
L4 Mid
August 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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Capital Advantage
Walnut Creek, CA
L5 Senior
August 7th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Valuation & Portfolio Finance Lead VC (DeFi Hybrid)
APPLY
DeWinter Group
Walnut Creek, CA
L7 Manager
July 29th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Planning Consultant (Walnut Creek, CA)
APPLY
Raymond James Financial Services
Walnut Creek, CA
L5 Senior
August 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisory Accountant
APPLY
LHH
Walnut Creek, CA
L5 Senior
August 11th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Client Service Associate - Schultz Collins
APPLY
Hightower Signature Wealth
Orinda, CA
L3 Junior
August 9th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Senior Ops Finance Analyst Hybrid, Impact-Driven
APPLY
Bellring Brands
Emeryville, CA
L4 Mid
August 13th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Remote Financial Advisor: Retirement & Wealth Planning
APPLY
Corebridge Financial
Oakland, CA
Remote
L5 Senior
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisory Accountant
APPLY
Lee Hecht Harrison Nederland Bv
Walnut Creek, CA
L5 Senior
August 2nd, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Senior Financial Analyst
APPLY
Socket
Oakland, CA
L5 Senior
August 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Wealth & Relationship Advisor
APPLY
BMO US
Berkeley, CA
L5 Senior
July 27th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Hybrid Retirement Plan Advisor
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CPS
Walnut Creek, CA
L5 Senior
July 28th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Analyst
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Glydways
El Sobrante, CA
L4 Mid
July 22nd, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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