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Portfolio Management and Investment Advice
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Cotati, CA, Bodega Bay, CA, and Bodega, CA, and 1 more
in last 30 days
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72
jobs
in
Portfolio Management and Investment Advice
near
Cotati, CA, Bodega Bay, CA, and Bodega, CA, and 1 more
in last 30 days
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Date
Last 30 days
Associate Wealth Advisor
APPLY
Focus Partners Wealth
Santa Rosa, CA
L5 Senior
July 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planner: Wealth Builder
APPLY
TD
Forestville, CA
L5 Senior
July 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Finance AI Analyst - Shape AI Reasoning
APPLY
Data Annotation
Santa Rosa, CA
Remote
L5 Senior
June 20th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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North Bay Financial Solutions Advisor - Licensing Path
APPLY
National Black Mba Association
Santa Rosa, CA
L4 Mid
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planner - Trenton
APPLY
Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor Associate
APPLY
Stifel
Santa Rosa, CA
L5 Senior
June 28th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Wealth Advisor
APPLY
Focus Partners Wealth
Sebastopol, CA
L5 Senior
June 26th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Analyst
APPLY
Micro
Larkfield-Wikiup, CA
Remote
L5 Senior
June 23rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Remote Personal Financial Advisor (Private Wealth)
APPLY
Micro
Santa Rosa, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Specialist
APPLY
Focus Financial Partners
Santa Rosa, CA
L4 Mid
July 7th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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Strategic Financial Planner | Client Growth & CFP Path
APPLY
Torontodominion Bank Canada
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Financial Planner - Trenton
APPLY
TD
Forestville, CA
L5 Senior
July 4th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Hybrid Wealth Advisor: Personal Financial Planning
APPLY
Focus Financial Partners
Santa Rosa, CA
L4 Mid
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth & Investment Advisory Specialist
APPLY
Jobtailor
Santa Rosa, CA
L5 Senior
July 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Financial Solutions Advisor I Licenses & Client Impact
APPLY
Dormont Manufacturing Company
Santa Rosa, CA
L4 Mid
July 5th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Branch Office Administrator - Santa Rosa, CA
APPLY
Edward Jones
Santa Rosa, CA
L5 Senior
June 30th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Hybrid Wealth Advisor Associate Planning-Focused
APPLY
Focus Partners
Santa Rosa, CA
L5 Senior
July 7th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Finance Analyst - AI Trainer ($50-$60 per hour)
APPLY
Data Annotation
Bodega Bay, CA
Remote
L5 Senior
July 1st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Wealth Planning Associate Hybrid, Growth & Impact
APPLY
Focus Partners Wealth
Santa Rosa, CA
L4 Mid
July 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Investor Relations Data & AI Analyst Automate Insights
APPLY
Keysight Technologies Sales Spain Sl
Santa Rosa, CA
L4 Mid
June 18th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
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Regional Vice President
APPLY
Ea Buck Financial Services
Santa Rosa, CA
L7 Manager
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Advisor (CFA or CFP)
APPLY
Micro
Larkfield-Wikiup, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Investment & Financial Planning Advisor
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Bank of America
Santa Rosa, CA
L5 Senior
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
Show all >
Financial Solutions Advisor
APPLY
Jobtailor
Santa Rosa, CA
L5 Senior
July 14th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Finance Expert: Remote Contract - Sebastopol
APPLY
Work App
Sebastopol, CA
Remote
L5 Senior
July 13th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Private Client Wealth Advisor: Holistic Planning
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JPMorgan Chase
Santa Rosa, CA
L5 Senior
July 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Specialist
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Focus Partners
Santa Rosa, CA
L4 Mid
July 12th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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Financial Planner - Trenton
APPLY
TD Bank
Forestville, CA
L5 Senior
July 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management Private Client Advisor - Sonoma County, CA and Surrounding Areas
APPLY
JPMorgan Chase
Santa Rosa, CA
L5 Senior
July 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management Private Client Advisor - Sonoma County, CA and Surrounding Areas
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JPMorgan Chase
Sebastopol, CA
L5 Senior
July 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Personal Financial Advisor (Private Wealth)
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Micro
Cotati, CA
Remote
L5 Senior
June 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Hybrid Associate Wealth Advisor - Planning & Client Growth
APPLY
Focus Partners Wealth
Santa Rosa, CA
L4 Mid
July 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Financial Advisor
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Leah Yosef International
Santa Rosa, CA
L5 Senior
June 17th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Strategy Advisor
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Bank of America
Santa Rosa, CA
L4 Mid
June 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Client Services Specialist
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PowerToFly
Santa Rosa, CA
L3 Junior
June 25th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Investor
APPLY
Goanna Capital Management
Santa Rosa, CA
L5 Senior
June 26th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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India Equity Research Analyst - Buy-Side Insight & Growth
APPLY
Next City
Santa Rosa, CA
L5 Senior
June 21st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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India Research Analyst
APPLY
Next City
Santa Rosa, CA
L5 Senior
June 20th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Senior Financial Risk Analyst Strategic Risk & Oversight
APPLY
Payfuture Technologies
Santa Rosa, CA
L5 Senior
June 18th, 2026
Financial Risk Specialists
Commercial Banking
Show all >
Remote Finance AI Analyst - Shape AI Reasoning
APPLY
Data Annotation
Larkfield-Wikiup, CA
Remote
L5 Senior
June 20th, 2026
Financial and Investment Analysts
Temporary Help Services
Show all >
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