SENIOR INVESTMENT DIRECTOR State Of CaliforniaSENIOR INVESTMENT DIRECTORWoodland, CA$26,167–$38,834 / yearAn incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base pay differential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
INVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$10,681–$12,738 / yearThis position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). Under the general direction of the Portfolio Manager, the Investment Officer III serves as a high-level investment specialist responsible for ensuring conformance with policy and fitness with portfolio composition objectives, and performs duties supporting the goals and objectives of the Inflation Sensitive Unit.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Investment Consultant - Marin, CA FidelityInvestment Consultant - Marin, CALarkspur, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior Investment Associate Haystack ConsultantsSenior Investment AssociateNapa, CaliforniaA well-established and growing real estate investment firm in Napa is seeking a Senior Investment Associate to play a key role in evaluating, underwriting, and executing property acquisitions across a diverse portfolio. Market context: Senior investment / acquisitions roles in CA typically range from $110K – $150K+ base , with higher upside based on experience and deal exposure.
Investment Banking Manager Accenture PlcInvestment Banking ManagerWalnut Creek, CASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerWalnut Creek, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.
Investment Coordinator Redwood Credit UnionInvestment CoordinatorSanta Rosa, CA$24–$31 / hourOther Functions: o Lend clerical and administrative support to other managers - SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned. Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.
Senior Investment Broker - Commercial Real Estate NorthMarq Capital LLCSenior Investment Broker - Commercial Real EstateWalnut Creek, CAPosition Responsibilities: • Develop a business that you will manage with our unique, entrepreneurial approach to building and supporting teams that Northmarq provides • You will benefit from an open, collaborative platform which includes full access to our shared database, a proven system unmatched by our competitors • You will be provided corporate marketing tools, a specialized marketing and research staff, outstanding support resources, industry-specific technology, and exceptional trainings • Be a producer and a manager to a team of 2-3 brokers and be responsible for the leadership and bottom-line success of the team • You will be given support in building your team by sourcing and screening qualified candidates. What Were Looking For: • Bachelor's Degree in a related field • Excellent verbal and written communication skills • 4+ years of investment sales experience and proven deal track record • You are incredibly self-motivated, tenacious, and appreciate uncapped potential • Possess the desire and ability to effectively build and manage a team • Have a strong entrepreneurial mindset • Your track record indicates successfully generating new business and building relationships, proven through repeat client business.
Investment Representative - Redwood Credit Union LPL Financial Holdings IncInvestment Representative - Redwood Credit UnionSanta Rosa, CA$80,371.20–$105,000 / yearThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Senior Client Partner Investment Sales Verizon Communications IncSenior Client Partner Investment SalesWalnut Creek, CA$112,000–$215,000 / yearUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Senior Investment Broker - Commercial Real Estate NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CANorthmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 90 days of beginning with Northmarq.
Finance Analyst – Business Process & Financial Operations Keysight Technologies, Inc.Finance Analyst – Business Process & Financial OperationsSanta Rosa, CaliforniaWe are seeking a Finance Analyst – Business Process & Financial Operations to serve as a trusted business partner supporting the High Frequency Measurement (HFM) Center of Excellence, one of Keysight's largest and most innovative engineering organizations. Success in this role requires strong financial and analytical skills, intellectual curiosity, exceptional relationship-building abilities, and the confidence to translate complex financial data into actionable business insights that influence decision-making.
Financial Analyst BOLT StaffingFinancial AnalystSaint Helena, CA$31.28–$41.82The ideal candidate will have strong analytical skills, experience working with budgets and contracts, and the ability to manage multiple priorities in a dynamic government environment. The Financial Analyst will provide professional level financial, budgetary, procurement, and contract administration support for the department operations and capital projects.
Finance Analyst - Business Process & Financial Operations Keysight Technologies IncFinance Analyst - Business Process & Financial OperationsSanta Rosa, CAThis role reports to the CSG Finance leadership and partners closely with Finance, HR, Procurement, and Engineering teams to drive financial planning, operational excellence, and data-driven decision-making. The ideal candidate combines strong analytical capabilities with the ability to translate complex data into actionable business insights.
Senior Finance Analyst IDEX CorpSenior Finance AnalystRohnert Park, CA$85,000–$95,000 / yearWith interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses (https://www.idexcorp.com/our-businesses/business-segments/) around the globe, chances are, we have something special for you. Responsibilities Include: Product line analysis in collaboration with the Ops Finance, Engineering and Product Managers to identify opportunities to drive efficiencies and understand impacts of changing business conditions.
Real Estate Acquisitions Analyst Haystack ConsultantsReal Estate Acquisitions AnalystSanta Rosa, CaliforniaA growing and well-capitalized real estate investment firm in Santa Rosa is seeking an Acquisitions Analyst to support deal evaluation, underwriting, and investment execution across a diversified property portfolio. If you’re looking to break into or grow within the real estate investment side of the business , this is a rare opportunity to learn by doing—not just supporting from the sidelines.
SENIOR PORTFOLIO MANAGER State Of CaliforniaSENIOR PORTFOLIO MANAGERWoodland, CA$18,334–$28,334 / yearAn incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base paydifferential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).