NewInvestment Analyst PathstoneInvestment AnalystWalnut Creek, New YorkPosition Summary: The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio rebalancing across client accounts and, as they grow in the role, contributing directly to the firm's codebase and tools that drive our investment process. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment 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.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsWalnut Creek, CaliforniaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
project-delivery-manager-1898-co-utility-investment-planning Burns & McDonnellproject-delivery-manager-1898-co-utility-investment-planningWalnut Creek, CA$145,000–$280,000 / yearOur Transmission Planning & Power Systems Analysis (TPPSA) and Grid Modernization, Distribution Planning (GMDP) and Utility Investment Planning (UIP) teams work with a diverse mix of clients-investor-owned utilities, public power entities, developers, and ISOs/RTOs-to deliver smart, resilient, and future-ready electric grid solutions for both the transmission and distribution systems. As a Project Delivery Manager (PDM), you will provide strategic and operational leadership to a team of consultants and analysts, supporting the execution of projects within the Transmission Planning & Power Systems Analysis and/or Utility Investment Planning business lines and adjacent service areas.
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.
NewInvestment Banking Consultant Accenture PlcInvestment Banking ConsultantWalnut Creek, CAKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerWalnut Creek, CAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
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 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.
Investment Representative - Redwood Credit Union LPL FinancialInvestment Representative - Redwood Credit UnionNapa, CaliforniaThis employment opportunity at Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Redwood Credit Union for financial solutions.
Investment Representative - Redwood Credit Union LPL Financial ServicesInvestment Representative - Redwood Credit UnionNapa, CA$80,371.20–$105,000 / yearThis employment opportunity at Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Redwood Credit Union for financial solutions.
NewInvestment Coordinator Redwood Credit UnionInvestment CoordinatorNapa, 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 NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CaliforniaNorthmarq 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.
NewSenior 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.
Investment Consultant Corte Madera, CA The Charles Schwab CorpInvestment Consultant Corte Madera, CAcorte madera, CAThe expertise you bring: A valid and active FINRA Series 7 license required • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.
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 Finance 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 ability to translate complex financial data into actionable business insights that influence business decisions.
Finance Analyst - Business Process & Financial Operations Keysight Technologies IncFinance Analyst - Business Process & Financial OperationsSanta Rosa, CASuccess 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. We 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.
Senior Finance Analyst IDEXSenior Finance AnalystRohnert Park, CaliforniaResponsibilities 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. Certain positions with IDEX Corporation and its business units require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations.
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.