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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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344
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
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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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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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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Client Associate
APPLY
Royal Bank Of Canada
Walnut Creek, CA
L4 Mid
September 4th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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Associate Financial Advisor Path to Lead Advisor
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Allworth Airline Advisors Formerly Raa
Walnut Creek, CA
L4 Mid
September 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Customer Service Associate
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Capital Advantage
Walnut Creek, CA
L3 Junior
September 15th, 2026
Customer Service Representatives
Portfolio Management and Investment Advice
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VP Wealth Advisor & Strategic Financial Planner
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Wealth Enhancement
Walnut Creek, CA
L5 Senior
September 25th, 2026
Personal Financial Advisors
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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Strategic Financial Solutions Advisor
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Bank of America
Walnut Creek, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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VP Financial Advisor - Wealth Planning Leader
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Wealth Enhancement Group
Walnut Creek, CA
L5 Senior
September 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Launch Path: Financial Solutions Advisor (ADP) - Stage I
APPLY
United States Digital Space
Emeryville, CA
L4 Mid
September 23rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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CFP Senior Financial Planner - Private Banking Leader
APPLY
Flagstar Bank
Walnut Creek, CA
L5 Senior
September 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor | High-Net-Worth Clients
APPLY
U.S. Bank
Walnut Creek, CA
L5 Senior
September 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Holistic Financial Planner & Independent Advisor
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Northwestern Mutual
Walnut Creek, CA
L5 Senior
September 24th, 2026
Personal Financial Advisors
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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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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Asset Management Analyst, Industrial
APPLY
Shineassociatesllc
Oakland, CA
L5 Senior
October 1st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Remote Staff Data Analyst
APPLY
Facet
Berkeley, CA
Remote
L5 Senior
September 6th, 2026
Data Scientists
Other Scientific and Technical Consulting Services
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Client Relationship Specialist - Walnut Creek, at Charles Walnut Creek, California
APPLY
Charles Schwab
Walnut Creek, CA
L4 Mid
September 5th, 2026
Customer Service Representatives
Commercial Banking
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Senior Manager, FPandA
APPLY
Page Group
Oakland, CA
L5 Senior
September 5th, 2026
Financial Managers
Corporate, Subsidiary, and Regional Managing Offices
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VP of Financial Planning & Analysis (Financial Strategy)
APPLY
Peregrine Technologies
Oakland, CA
L7 Manager
September 14th, 2026
Financial Managers
Custom Computer Programming Services
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Senior Manager, Global Stock Administration
APPLY
Workday
Oakland, CA
L7 Manager
September 15th, 2026
Compliance Managers
Corporate, Subsidiary, and Regional Managing Offices
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Remote Head of Finance (Remote)
APPLY
Vc Lab
Oakland, CA
Remote
L7 Manager
September 5th, 2026
Financial Managers
Miscellaneous Financial Investment Activities
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Remote Senior Accountant (Trading)
APPLY
Numerixs Quant
Berkeley, CA
Remote
L5 Senior
September 5th, 2026
Accountants and Auditors
Other Accounting Services
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Remote Sales Position
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Experior Financial
Oakland, CA
Remote
L3 Junior
September 5th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Insurance Agencies and Brokerages
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Financial Professional (Remote)
APPLY
Soveren Group
Oakland, CA
Remote
L4 Mid
September 5th, 2026
Financial Specialists, All Other
Miscellaneous Financial Investment Activities
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GPS Help Business Analyst
APPLY
Loomis Sayles
Orinda, CA
L3 Junior
September 5th, 2026
Brokerage Clerks
Investment Banking and Securities Intermediation
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Remote Clean Energy Advisory & Investments - Associate/Manager/Senior Manager
APPLY
Trio
Berkeley, CA
Remote
L5 Senior
September 8th, 2026
Financial and Investment Analysts
Other Scientific and Technical Consulting Services
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Active Trader Service- Greater Miami, FL Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L5 Senior
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Senior Investment Manager
APPLY
Activate Global
Berkeley, CA
L5 Senior
September 22nd, 2026
Investment Fund Managers
Miscellaneous Financial Investment Activities
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Active Trader Service- Greater Kansas City, MO Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L4 Mid
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Active Trader Service- Greater Portland, OR Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L4 Mid
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Member of Research Staff, Optimization
APPLY
Voleon Group
Oakland, CA
L5 Senior
September 15th, 2026
Operations Research Analysts
Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology)
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Product Owner
APPLY
Fidelity
Oakland, CA
L7 Manager
September 22nd, 2026
Investment Fund Managers
Software Publishers
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Active Trader Service- Greater St. Louis, MO Area (REMOTE)
APPLY
Fidelity Investments
Oakland, CA
Remote
L5 Senior
September 22nd, 2026
Securities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities Intermediation
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Finance & Business Analytics Manager
APPLY
Armanino
Walnut Creek, CA
L6 Lead
September 15th, 2026
Business Intelligence Analysts
Corporate, Subsidiary, and Regional Managing Offices
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