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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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343
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
Senior Analyst - Fair Value
APPLY
Fidelity
Oakland, CA
L5 Senior
September 15th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Solutions Advisor Registration Candidate Consumer Investments - Southern TN Market
APPLY
Bank of America
Walnut Creek, CA
L5 Senior
September 15th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Associate Advisor
APPLY
Robert Half
Walnut Creek, CA
L6 Lead
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Operations Associate (University Hire)
APPLY
Voleon Group
Oakland, CA
L3 Junior
September 15th, 2026
Business Operations Specialists, All Other
Portfolio Management and Investment Advice
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Manager, IT Portfolio Management
APPLY
Centene
Oakland, CA
L7 Manager
September 22nd, 2026
Information Technology Project Managers
Portfolio Management and Investment Advice
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Client Advisor - Competitive Drive Wanted
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Walnut Creek Northwestern Mutual
Walnut Creek, CA
L5 Senior
September 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Financial Advisor Path to Lead Advisor
APPLY
Allworth Airline Advisors Formerly Raa
Walnut Creek, CA
L4 Mid
September 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Lead, Inclusive Entrepreneurship & Impact Investing
APPLY
Candide Group
Oakland, CA
L6 Lead
September 29th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Customer Service Associate
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Capital Advantage
Walnut Creek, CA
L3 Junior
September 15th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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Investment Executive | East Bay Financial Advisor
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Fifth Third
Walnut Creek, CA
L5 Senior
September 29th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Associate Financial Advisor Established Book, In-Office
APPLY
Capital Advantage
Walnut Creek, CA
L5 Senior
September 21st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Wealth Advisor & Planning Leader Equity Eligible
APPLY
Wealth Enhancement Group
Walnut Creek, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Advisor | RIA Firm
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Robert Half
Walnut Creek, CA
L5 Senior
October 2nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Real Estate Portfolio Director
APPLY
Cw
Oakland, CA
L7 Manager
October 2nd, 2026
Financial Managers
Portfolio Management and Investment Advice
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Client Service Associate
APPLY
Wealth Enhancement Group
Walnut Creek, CA
L3 Junior
October 2nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Head of Finance (Remote)
APPLY
Vc Lab
Oakland, CA
Remote
L7 Manager
September 5th, 2026
Financial Managers
Miscellaneous Financial Investment Activities
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Remote Senior Accountant (Trading)
APPLY
Numerixs Quant
Berkeley, CA
Remote
L5 Senior
September 5th, 2026
Accountants and Auditors
Other Accounting Services
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Remote Sales Position
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Experior Financial
Oakland, CA
Remote
L3 Junior
September 5th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Insurance Agencies and Brokerages
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Financial Professional (Remote)
APPLY
Soveren Group
Oakland, CA
Remote
L4 Mid
September 5th, 2026
Financial Specialists, All Other
Miscellaneous Financial Investment Activities
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GPS Help Business Analyst
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Loomis Sayles
Orinda, CA
L3 Junior
September 5th, 2026
Brokerage Clerks
Investment Banking and Securities Intermediation
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Active Trader Service- Greater Miami, FL Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L5 Senior
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Remote Sales Consultant – Hourly + Commission
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Citadel Gold
Oakland, CA
Remote
L3 Junior
September 12th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Telemarketing Bureaus and Other Contact Centers
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Senior Fund at 3 Bridge Oakland, California
APPLY
3 Bridge Networks
Oakland, CA
L5 Senior
September 25th, 2026
Accountants and Auditors
Open-End Investment Funds
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VP of Finance
APPLY
Teleport
Oakland, CA
L7 Manager
September 25th, 2026
Financial Managers
Corporate, Subsidiary, and Regional Managing Offices
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Finance Manager
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Magrathea
Oakland, CA
L6 Lead
September 25th, 2026
Financial Managers
Public Finance Activities
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Manager, Client Relationship Manager - Oakland, CA
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Charles Schwab
Oakland, CA
L5 Senior
September 24th, 2026
Financial Managers
Commercial Banking
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Financial & Administrative Applications Manager
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Husch Blackwell
Oakland, CA
L6 Lead
September 18th, 2026
Administrative Services Managers
Custom Computer Programming Services
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Principal Financial & Operations Analyst
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Matson
Walnut Creek, CA
L6 Lead
September 10th, 2026
Financial Specialists, All Other
Corporate, Subsidiary, and Regional Managing Offices
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Remote Staff Data Analyst
APPLY
Facet
Berkeley, CA
Remote
L5 Senior
September 6th, 2026
Data Scientists
Other Scientific and Technical Consulting Services
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Client Relationship Specialist - Walnut Creek, at Charles Walnut Creek, California
APPLY
Charles Schwab
Walnut Creek, CA
L4 Mid
September 5th, 2026
Customer Service Representatives
Commercial Banking
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Senior Manager, FPandA
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Page Group
Oakland, CA
L5 Senior
September 5th, 2026
Financial Managers
Corporate, Subsidiary, and Regional Managing Offices
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SEC Reporting Manager
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Snowflake
Oakland, CA
L6 Lead
September 15th, 2026
Accountants and Auditors
Other Accounting Services
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Senior Internal Auditor
APPLY
American Automobile Association
Walnut Creek, CA
L5 Senior
September 25th, 2026
Accountants and Auditors
Corporate, Subsidiary, and Regional Managing Offices
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VP of Financial Planning & Analysis (Financial Strategy)
APPLY
Peregrine Technologies
Oakland, CA
L7 Manager
September 14th, 2026
Financial Managers
Custom Computer Programming Services
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Senior Manager, Global Stock Administration
APPLY
Workday
Oakland, CA
L7 Manager
September 15th, 2026
Compliance Managers
Corporate, Subsidiary, and Regional Managing Offices
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Remote Financial Services Professional
APPLY
Top Track Capital
Emeryville, CA
Remote
L4 Mid
September 11th, 2026
Personal Financial Advisors
Insurance Agencies and Brokerages
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Senior Investment Manager
APPLY
Activate Global
Berkeley, CA
L5 Senior
September 22nd, 2026
Investment Fund Managers
Miscellaneous Financial Investment Activities
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Active Trader Service- Greater Kansas City, MO Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L4 Mid
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Active Trader Service- Greater Portland, OR Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L4 Mid
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Member of Research Staff, Optimization
APPLY
Voleon Group
Oakland, CA
L5 Senior
September 15th, 2026
Operations Research Analysts
Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology)
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