Top 352 Investment management Jobs in Fairfield, Ca

Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $101,000 - $113,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
5d
Client Service Manager
Heffernan Financial —Walnut Creek, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Financial Planning Associate
Burton Enright Welch —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- CPA
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Strategy Analyst, Corporate Strategy
Kinder's —Walnut Creek, CA
- $105,000 - $115,000 a year
- Office
- 3 years
- SQL
- Health insurance
- 401(k)
Quick Apply
7d
Wealth Management Client Service Associate
Sanctuary Wealth Group LLC —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Client Associate
Bank of America —Walnut Creek, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Senior Advisor Programs Manager
Assetmark —Concord, CA
- $105,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Office
- Analysis skills
- Health savings account
- Health insurance
14d
Senior Investment Associate
Haystack Consultants —Napa, CA
- $120,000 - $160,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Support Coordinator
CBRE —Walnut Creek, CA
- $31.25 - $36.06 an hour
- Full-time
- Data analysis skills
- Mid-level
- Office
- Paid holidays
- Health insurance
11d
Senior Market Strategist
Aprio —Walnut Creek, CA
- $200,000 - $225,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Senior level
- Master of Business Administration
- Profit sharing
- Wellness program
Asset Management Manager
Accenture —Walnut Creek, CA
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Project management
- Bachelor's degree
- Paid holidays
- Disability insurance
SKS/Builder Product Trainer
LG Electronics —Napa, CA
- $120,000 - $127,000 a year
- Full-time
- 5 years
- Senior level
- Paid parental leave
- Paid holidays
Medical Director - Hospice on-site Full time
VITAS Healthcare —Fairfield, CA
- $280,000 - $320,000 a year
- Full-time
- Medicine
- Inpatient
- Home Health
- Disability insurance
- Health insurance
Quick Apply
Independently Licensed Mental Health Therapist (PTSD) - California
Rebound —California
- $55,000 - $110,000 a year
- Weekends as needed
- Remote
- LMFT
- Licensed Clinical Social Worker
- Mid-level
- Paid parental leave
- Health insurance
Quick Apply
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $251,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
5d
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Development / Construction Manager for Real Estate Developer
Yeh Area Group —Vacaville, CA
- $100,000 - $150,000 a year
- Full-time
- Background check
- Construction site
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Contract Manager
Lonza —Vacaville, CA
- Full-time
- Senior level
- Commercial
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $120,000 - $191,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
5d
Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO
Everforth, Cybercoders —Walnut Creek, CA
- $130,000 - $140,000 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health savings account
- Health insurance
8d

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investment management jobs near fairfield, ca

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Walnut Creek, CA

Apply Now

Job Details

$101,000 - $113,000 a year
5 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 66
Series 7
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
Understands core investment products and markets
Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

Experience servicing client relationships in financial services
Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

investment management jobs in fairfield, ca

Associate Wealth Advisor, Schwab Wealth Advisory

Client Service Manager

Financial Planning Associate

Strategy Analyst, Corporate Strategy

Wealth Management Client Service Associate

Wealth Management Client Associate

Senior Advisor Programs Manager

Senior Investment Associate

Sales Support Coordinator

Senior Market Strategist

Asset Management Manager

SKS/Builder Product Trainer

Medical Director - Hospice on-site Full time

Independently Licensed Mental Health Therapist (PTSD) - California

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Development / Construction Manager for Real Estate Developer

Contract Manager

Wealth Advisor, Schwab Wealth Advisory

Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO

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