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2 strategic finance associate jobs at 2 companies in Davis, CA

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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
4+ YOEBachelor's degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, modeling, strategic planning, investment, tax, estate, and risk management expertise.
CRM, custodian websites
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Associate Portfolio Manager
Yolo County or West Sacramento or Sacramento
$13k-$19k/mo HybridFull Time
State Controller's Office
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Experienced investment professional with public market stewardship expertise, including proxy voting, corporate engagement, policy development, strategic relationship management, staff mentoring, and strong analytical and communication skills.
Microsoft Excel, Personal Trading Program
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