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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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Date
Last 30 days
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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Wealth Planning Specialist
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Capital Group
Oakland, CA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Quantitative Research Associate - Systematic Portfolio Construction
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Capital Group
Oakland, CA
L5 Senior
July 22nd, 2026
Financial Quantitative Analysts
Portfolio Management and Investment Advice
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Portfolio Analyst Wealth Management & Asset Insights
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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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Senior Investment Systems Engineer Backend & Cloud
APPLY
Vanguard
Oakland, CA
L5 Senior
July 16th, 2026
Software Developers
Portfolio Management and Investment Advice
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Hybrid Senior Wealth Advisor for HNW Growth
APPLY
Mercer Advisors
Walnut Creek, CA
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Oakland Funds Associate - Private Funds Counsel
APPLY
BCG Attorney Search
Oakland, CA
L5 Senior
July 16th, 2026
Lawyers
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor - Practice Lead
APPLY
Empower
Oakland, CA
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Fund Accountant: Reporting, Reconciliations & Finance Ops
APPLY
Voleon Group
Berkeley, CA
L5 Senior
July 13th, 2026
Bookkeeping, Accounting, and Auditing Clerks
Portfolio Management and Investment Advice
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Remote Financial Advisor | Flexible Schedule & Planning
APPLY
Corebridge Financial
Oakland, CA
Remote
L5 Senior
July 17th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor
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Ep Wealth Advisors
Berkeley, CA
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Financial Planning Leader HNW/UHNW
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Destination Wealth Management
Walnut Creek, CA
L7 Manager
July 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Investment Analyst
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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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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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J.P. Morgan Wealth Management Private Client Advisor - Fairfield, CA and Surrounding areas
APPLY
Chase
El Cerrito, CA
L5 Senior
July 14th, 2026
Personal Financial Advisors
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)
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Empower Retirement
Orinda, CA
Remote
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Advisor: Retirement & Wealth Planning
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Corebridge Financial
Oakland, CA
Remote
L5 Senior
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planning Associate
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Valid8 Financial
Walnut Creek, CA
L5 Senior
July 14th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Wealth Advisor New Menlo Park, CA, Walnut Creek, CA
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Focus Partners Wealth
Walnut Creek, CA
L5 Senior
July 25th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Wealth Advisor
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Beacon Pointe
Walnut Creek, CA
L5 Senior
July 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Entry-Level Fund Accounting Associate (VC/PE)
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Standish Management Uk
Walnut Creek, CA
L4 Mid
July 20th, 2026
Bookkeeping, Accounting, and Auditing Clerks
Portfolio Management and Investment Advice
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Junior Wealth Advisor - Client Service & Investment Support
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Beacon Pointe
Walnut Creek, CA
L4 Mid
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor, Schwab Wealth Advisory
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Charles Schwab
Walnut Creek, CA
L5 Senior
July 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Counsel - Remote Estate & Tax
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Husch Blackwell
Oakland, CA
Remote
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor - Holistic Planning & Client Impact
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Charles Schwab
Walnut Creek, CA
L5 Senior
July 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Consultant Partner - Walnut Creek, CA
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Fairygodboss
Walnut Creek, CA
L5 Senior
July 7th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Wealth Advisor - Client-Focused Financial Planning
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Bluespring Wealth Partners
Walnut Creek, CA
L5 Senior
July 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Planning Consultant (Walnut Creek, CA)
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Raymond James
Walnut Creek, CA
L5 Senior
July 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor - On-Site Branch (Walnut Creek)
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LPL Financial
Walnut Creek, CA
L5 Senior
July 9th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Portfolio Planning Data Analyst
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Casey Industrial
Oakland, CA
L5 Senior
July 22nd, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
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Wealth Planning Associate: Lead Client-Focused Financial Plans
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Focus Partners Wealth
Walnut Creek, CA
L4 Mid
July 25th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisory Accountant
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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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Service Operations Associate (Walnut Creek, CA)
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Mercer Advisors
Walnut Creek, CA
L4 Mid
July 8th, 2026
Brokerage Clerks
Portfolio Management and Investment Advice
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Associate Wealth Advisor
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Waverly Advisors
Lafayette, CA
L4 Mid
July 15th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Valuation & Portfolio Finance Lead VC (DeFi Hybrid)
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DeWinter Group
Walnut Creek, CA
L7 Manager
July 29th, 2026
Financial and Investment Analysts
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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Senior Wealth Advisor - Hybrid
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Cetera Financial Group
Oakland, CA
L5 Senior
August 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Retirement Plan Advisor - Spanish
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Empower Retirement
Orinda, CA
L5 Senior
July 26th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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