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Moraga, CA
Berkeley, CA
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10,000+
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Portfolio Management and Investment Advice
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Moraga, CA and Berkeley, CA
in last 30 days
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324
jobs
in
Portfolio Management and Investment Advice
near
Moraga, CA and Berkeley, CA
in last 30 days
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Last 30 days
Strategic Investment & Financial Planning Advisor
APPLY
Dormont Manufacturing Company
El Cerrito, CA
L5 Senior
July 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Director, Investor Relations
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Ladders
Oakland, CA
L7 Manager
July 7th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Remote Senior Market Strategist & Investment Communications
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Aprio
Walnut Creek, CA
Remote
L5 Senior
July 8th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Wealth & Alternatives Analyst, Client Solutions - Albany
APPLY
Goldman Sachs
Albany, CA
L4 Mid
July 8th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Impact Investment Associate
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California Wellness Foundation
Oakland, CA
L4 Mid
July 8th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Financial Solutions Advisor - Greater Oakland Area
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Dormont Manufacturing Company
El Cerrito, CA
L5 Senior
July 8th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Asset & Wealth Management, Alternative Capital Markets, Client Solutions, Analyst- Albany
APPLY
Goldman Sachs
Albany, CA
L5 Senior
July 8th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Wealth Client Services Associate - Relationship & Support
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Morgan Stanley
Walnut Creek, CA
L3 Junior
July 28th, 2026
Securities, Commodities, and Financial Services Sales Agents
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 Services Client Operations Associate
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UBS
Walnut Creek, CA
L3 Junior
July 20th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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Retirement Plan Advisor
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Empower Retirement
Oakland, CA
L5 Senior
July 26th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth & Relationship Advisor
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BMO US
Berkeley, CA
L5 Senior
July 27th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor Trainee: Grow Clients & Expertise
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Edward Jones
Oakland, CA
L3 Junior
July 27th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Managing Director
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WealthBridge Financial Group
Lafayette, CA
L7 Manager
July 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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Bison Financial Groupa Private Wealth Advisory Practice Of Ameriprise Financial Services
Lafayette, CA
L5 Senior
July 30th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor Opportunity | Client-Facing Role - Hybrid
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Robert Half
Oakland, CA
L5 Senior
July 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Analyst | High-Growth Opportunity with Partner Track
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Robert Half
Oakland, CA
L5 Senior
July 9th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Fund Controller | One of Finance's Fastest-Growing Platforms
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Robert Half
Oakland, CA
L7 Manager
July 9th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Wealth Advisor: Growth & Portfolio Strategy
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City National Bank
Walnut Creek, CA
L5 Senior
July 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Member of Trading Staff
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Thevoleongroup
Berkeley, CA
L5 Senior
July 19th, 2026
Financial Quantitative Analysts
Portfolio Management and Investment Advice
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Wealth Management - Client Service Associate
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Ameriprise Financial Services
Orinda, CA
L4 Mid
July 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Tech-Driven CRE Investment Advisor High Earnings
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Nai Northern California
Oakland, CA
L5 Senior
July 19th, 2026
Real Estate Sales Agents
Portfolio Management and Investment Advice
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Operations Associate
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Gemmer Asset Management
Walnut Creek, CA
L4 Mid
July 18th, 2026
Office Clerks, General
Portfolio Management and Investment Advice
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Service Manager / Operation Manager
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W3Global
Oakland, CA
L7 Manager
July 11th, 2026
General and Operations Managers
Portfolio Management and Investment Advice
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Wealth Advisor
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Mariner
Walnut Creek, CA
L5 Senior
July 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
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Merceradvisors
Walnut Creek, CA
L5 Senior
July 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Client Experience & Growth Lead
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Mercer Advisors
Walnut Creek, CA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Portfolio Analyst
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SupportFinity
Pleasant Hill, CA
L5 Senior
July 11th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Direct Indexing Portfolio Specialist
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Vanguard
Oakland, CA
L4 Mid
July 16th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management – Private Client Advisor - Berkeley CA and Surrounding areas
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Jpmorganchase2
Walnut Creek, CA
L5 Senior
July 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
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Talentally
Walnut Creek, CA
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Manager, Client Service (Walnut Creek, CA)
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Merceradvisors
Walnut Creek, CA
L4 Mid
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Wealth Planner (Location SF or Walnut Creek)
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BMO Financial Group
Walnut Creek, CA
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Accountant | Venture Capital
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Robert Half
Walnut Creek, CA
L5 Senior
July 16th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Registered Client Service Associate
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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
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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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Valuation / Portfolio Finance Manager – SF (Hybrid)
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DeWinter Group
Walnut Creek, CA
L6 Lead
July 27th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Vice President, Investor Relations
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Fivetran
Oakland, CA
L7 Manager
July 23rd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid)
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Empower
Oakland, CA
Remote
L5 Senior
July 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
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Empower
Oakland, CA
Remote
L5 Senior
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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