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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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326
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
Wealth Advisor - Flexible Schedule & Growth Focus
APPLY
Ep Wealth Advisors
Walnut Creek, CA
L5 Senior
August 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Client Portfolio Manager - Tax-Aware SMA Strategist
APPLY
Brooklyn Investment Group
Emeryville, CA
L5 Senior
August 3rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Client Service Associate
APPLY
Mosher Financial Advisors A Private Financial Planning Firm
Lafayette, CA
L3 Junior
August 4th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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Financial Planning & Analysis Manager
APPLY
Rea Magnet Wire
Lafayette, CA
L6 Lead
July 30th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Financial Consultant: Wealth Strategy & Growth
APPLY
Charles Schwab
Oakland, CA
L5 Senior
August 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Associate, Investor Relations Business Development
APPLY
Sacbar
Berkeley, CA
L5 Senior
August 6th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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JPMorgan Private Client Relationship Manager - Walnut Creek, CA
APPLY
JPMorgan Chase
Walnut Creek, CA
L5 Senior
July 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Licensed Client Services Administrator
APPLY
In Touch Financial Services
Emeryville, CA
L5 Senior
July 21st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor - High-Net-Worth Client Partner
APPLY
Ep Wealth Advisors
Walnut Creek, CA
L5 Senior
July 17th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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FINANCIAL AND INVESTMENT ANALYST
APPLY
S E I U Uhw Local 2005
Oakland, CA
L5 Senior
July 17th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Certified Financial Planner/Consultant
APPLY
Sfb
Emeryville, CA
L5 Senior
July 17th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Acquistions & Asset Management - Analyst (Real Estate)
APPLY
Coda Search Staffing
Berkeley, CA
L5 Senior
July 23rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Client Growth Advisor - Banking & Investments
APPLY
Bank of Montreal
Berkeley, CA
L5 Senior
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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JPMorgan Private Client Relationship Manager – Walnut Creek, CA
APPLY
Jp Morgan Chase
Walnut Creek, CA
L5 Senior
July 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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IT Asset Management & Vendor Relations Specialist
APPLY
Astreya
Oakland, CA
L6 Lead
July 21st, 2026
Information Technology Project Managers
Portfolio Management and Investment Advice
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Manager - Trade Surveillance
APPLY
Thevoleongroup
Berkeley, CA
L6 Lead
August 4th, 2026
Compliance Managers
Portfolio Management and Investment Advice
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Financial Professional With Management Opportunity
APPLY
New York Life Insurance
Oakland, CA
L5 Senior
August 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Assistant
APPLY
Rockwell Wealth Advisors
Emeryville, CA
L3 Junior
July 30th, 2026
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Portfolio Management and Investment Advice
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Equity Research Associate
APPLY
Capital Group
Oakland, CA
L5 Senior
July 22nd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Senior Wealth Planning Strategist
APPLY
First Citizens Bank
Oakland, CA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Associate - Schultz Collins
APPLY
Hightower Advisors
Orinda, CA
L3 Junior
July 23rd, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Wealth Advisory Accountant
APPLY
LHH
Walnut Creek, CA
L5 Senior
August 4th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Wealth Planning Specialist
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Destination Wealth Management
Walnut Creek, CA
L5 Senior
August 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Analyst, Capital Projects - Utilities (On-Site)
APPLY
Td Thornton
Walnut Creek, CA
L5 Senior
August 11th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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VP, Financial Consultant- Oakland, CA
APPLY
Charles Schwab
Oakland, CA
L5 Senior
July 31st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor with Healthcare Background
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Walnut Creek
Walnut Creek, CA
L5 Senior
August 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Financial Advisor
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Edward Jones
Oakland, CA
L4 Mid
July 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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FP&A Manager
APPLY
Robert Half
Lafayette, CA
L7 Manager
July 30th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Wealth Management Client Service Associate
APPLY
Sanctuary Wealth Group
Walnut Creek, CA
L5 Senior
August 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Analyst - Early Career
APPLY
Glydways
El Sobrante, CA
L3 Junior
July 24th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Financial Analyst-Netsuite needed
APPLY
Ledgent
Walnut Creek, CA
L5 Senior
July 23rd, 2026
Financial Specialists, All Other
Other Activities Related to Real Estate
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Operations Finance Manager (Temp to Perm)
APPLY
Premier Nutrition Good Energy People
Emeryville, CA
L5 Senior
July 27th, 2026
Financial Managers
Corporate, Subsidiary, and Regional Managing Offices
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Senior Optimization Scientist - AI/ML for Trading
APPLY
Voleon Group
Berkeley, CA
L5 Senior
July 28th, 2026
Data Scientists
Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology)
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Senior Tax Strategy Advisor for High-Net-Worth Clients
APPLY
Savant Wealth Management
Walnut Creek, CA
L5 Senior
July 29th, 2026
Tax Preparers
Tax Preparation Services
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Net Leased Investment Advisor | National Platform
APPLY
Kase Group
Walnut Creek, CA
L4 Mid
July 18th, 2026
Real Estate Sales Agents
Offices of Real Estate Agents and Brokers
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Hybrid Finance Director - FP&A, Strategy & Growth
APPLY
Noodleai
Emeryville, CA
L7 Manager
July 25th, 2026
Financial Managers
Dry Pasta, Dough, and Flour Mixes Manufacturing from Purchased Flour
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Senior Director, Finance
APPLY
Noodleai
Emeryville, CA
L7 Manager
August 8th, 2026
Financial Managers
International, Secondary Market, and All Other Nondepository Credit Intermediation
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Senior Financial Analyst
APPLY
Socket
Walnut Creek, CA
L5 Senior
August 8th, 2026
Financial Specialists, All Other
Other Snack Food Manufacturing
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Senior Investor Relations & Business Development Lead
APPLY
Sacbar
Berkeley, CA
L5 Senior
August 6th, 2026
Investment Fund Managers
Investment Banking and Securities Intermediation
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Strategic Supply Chain Finance Analyst
APPLY
Kinders Premium Quality Seasonings Sauces
Walnut Creek, CA
L4 Mid
July 20th, 2026
Financial Specialists, All Other
Mayonnaise, Dressing, and Other Prepared Sauce Manufacturing
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