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Berkeley, CA
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10,000+
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Open-End Investment Funds and Portfolio Management and Investment Advice
near
Berkeley, CA
in last 30 days
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348
jobs
in
Open-End Investment Funds and Portfolio Management and Investment Advice
near
Berkeley, CA
in last 30 days
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Date
Last 30 days
Remote Client Support Associate
APPLY
Wealthcom
Emeryville, CA
Remote
L4 Mid
September 29th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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Fund Accounting - Senior Manager
APPLY
Standishmanagement1
Walnut Creek, CA
L5 Senior
September 27th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Direct Indexing Portfolio Manager
APPLY
Vanguard
Oakland, CA
L5 Senior
September 3rd, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Director, Investments & Treasury - Hybrid Leader
APPLY
Aaa Mountain West Group
Walnut Creek, CA
L7 Manager
September 30th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Senior Director, Investments & Treasury Strategy
APPLY
Aaa Mountain West Group
Walnut Creek, CA
L7 Manager
September 30th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Director, Investments & Treasury
APPLY
Aaa Mountain West Group
Walnut Creek, CA
L7 Manager
September 26th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Director, Tax, Trust & Estate Specialist
APPLY
Charles Schwab
Walnut Creek, CA
L6 Lead
September 14th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Client Service Manager | RIA Firm
APPLY
Robert Half
Walnut Creek, CA
L6 Lead
September 18th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Client Service Manager - Wealth Management Firm
APPLY
Robert Half
Walnut Creek, CA
L5 Senior
October 2nd, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Fund Accounting - Senior Manager
APPLY
Standish Management
Walnut Creek, CA
L5 Senior
September 28th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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VP, Financial Consultant - Berkeley, CA
APPLY
Nexxt
Berkeley, CA
L5 Senior
September 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Wealth Advisor: Client Planning & Execution
APPLY
Destination Wealth Management
Walnut Creek, CA
L4 Mid
September 19th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor - High-Net-Worth Growth & Guidance
APPLY
Bank of America
Walnut Creek, CA
L5 Senior
September 19th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Solutions Advisor - Private Bank Office
APPLY
Bank of America
Walnut Creek, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Associate Counsel - Advanced Planning
APPLY
John Hancock
Oakland, CA
L5 Senior
September 16th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Management Client Service Lead
APPLY
Allworth Financial
Walnut Creek, CA
L5 Senior
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Manager Job in Alamo, CA | Robert Half
APPLY
Robert Half
Alamo, CA
L4 Mid
September 3rd, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Financial Services Advisor
APPLY
Bluespring Wealth
Walnut Creek, CA
L5 Senior
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Strategic Client Services Lead - Financial Advisory
APPLY
Allworth Financial
Walnut Creek, CA
L5 Senior
September 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Specialist
APPLY
Robert Half
Alamo, CA
L3 Junior
September 12th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Supervisor | RIA Firm Job in Lafayette, CA | Robert Half
APPLY
Robert Half
Lafayette, CA
L4 Mid
September 12th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Client Services Leader
APPLY
Robert Half
Walnut Creek, CA
L6 Lead
September 8th, 2026
First-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment Advice
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Merrill Financial Solutions Advisor - Partially Registered: East Bay Market
APPLY
Bank of America
Walnut Creek, CA
L5 Senior
September 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Intern, Investor Center – Walnut Creek, CA
APPLY
Fidelity Investments
Walnut Creek, CA
L1 Intern
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Intern, Investor Center – Berkeley, CA
APPLY
Fidelity Investments
Berkeley, CA
L1 Intern
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Director, Investments & Treasury
APPLY
Aaa Ncnu
Walnut Creek, CA
L7 Manager
September 25th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Head of Product, Personalized Indexing
APPLY
Vanguard
Oakland, CA
L7 Manager
September 6th, 2026
Marketing Managers
Portfolio Management and Investment Advice
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Financial Solutions Advisor - Greater Oakland Area
APPLY
Bank of America
Berkeley, CA
L5 Senior
September 4th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Direct Indexing Investment Analyst
APPLY
Vanguard
Oakland, CA
L5 Senior
September 3rd, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Director of Investment Technology
APPLY
Concentric Innovation
Walnut Creek, CA
L7 Manager
September 20th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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Managing Director, Advisory Leadership Team
APPLY
Focus Partners
Walnut Creek, CA
L7 Manager
September 24th, 2026
General and Operations Managers
Portfolio Management and Investment Advice
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Senior Financial Planner (CFP®) - Private Banking
APPLY
Flagstar Bank
Walnut Creek, CA
L5 Senior
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Fund Accounting Internship
APPLY
Standish Management
Walnut Creek, CA
L1 Intern
September 28th, 2026
Bookkeeping, Accounting, and Auditing Clerks
Portfolio Management and Investment Advice
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Merrill Advisor Development Program - Financial Advisor: East Bay Market
APPLY
Bank of America
Oakland, CA
L5 Senior
September 14th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Assurance Senior, Asset Management
APPLY
BDO USA
Walnut Creek, CA
L6 Lead
September 12th, 2026
Accountants and Auditors
Portfolio Management and Investment Advice
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Vice President, Financial Advisor
APPLY
Wealth Enhancement
Walnut Creek, CA
L5 Senior
September 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Consultant
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Experior Financial
Oakland, CA
L5 Senior
September 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Professional;/ Work at Home
APPLY
Experior Financial
Oakland, CA
L4 Mid
September 5th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Services Representative
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Legends Leadership
Oakland, CA
L4 Mid
September 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Management Client Associate
APPLY
Rbc Capital Markets
Walnut Creek, CA
L3 Junior
September 6th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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