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Entry Level Portfolio Manager Jobs in California

PlaceWorks

Entry-level Planner

Sacramento, CA · On-site

$31.25 - $41.83/hr

You can manage your time to produce final project documents and products by stated deadlines. You ... Alternatively, include a link to your writing sample/design portfolio if it exceeds 500KB. Job ...

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All JobsPortfolio JobsEntry Level Portfolio Manager JobsEntry Level Portfolio Manager Jobs in California

Entry Level Portfolio Manager information

See California salary details

$36.5K

$99.1K

$185K

How much do entry level portfolio manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for entry level portfolio manager in California is $99,143.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $128,300.00 per year, depending on experience, location, and employer.

What does an entry level portfolio manager do?

An Entry Level Portfolio Manager assists in managing investment portfolios by researching market trends, analyzing financial data, and supporting senior portfolio managers in decision-making. They help develop investment strategies, monitor portfolio performance, and ensure compliance with financial regulations. This role requires strong analytical skills, attention to detail, and a solid understanding of financial markets. It serves as a foundation for advancing to higher-level portfolio management positions.

What are the key skills and qualifications needed to thrive as an entry level portfolio manager?

To excel as an Entry Level Portfolio Manager, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and quantitative skills. Familiarity with financial modeling software, portfolio management systems, and certifications such as CFA Level 1 can be advantageous. Attention to detail, effective communication, and a collaborative mindset are important soft skills in this role. These capabilities enable you to make informed investment decisions, manage client expectations, and work efficiently within a team-driven environment.

What are the most commonly searched types of Portfolio Manager jobs in California?

The most popular types of Portfolio Manager jobs in California are:

What are popular job titles related to Entry Level Portfolio Manager jobs in California?

For Entry Level Portfolio Manager jobs in California, the most frequently searched job titles are:

What job categories do people searching Entry Level Portfolio Manager jobs in California look for?

The top searched job categories for Entry Level Portfolio Manager jobs in California are:

What cities in California are hiring for Entry Level Portfolio Manager jobs?

Cities in California with the most Entry Level Portfolio Manager job openings:

Entry Level Portfolio Manager jobs near you
Infographic showing various Entry Level Portfolio Manager job openings in California as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $99,143 per year, or $47.7 per hour.

Sales Representative (Remote - Entry Level - Trainings Provided)

Stratford Davis

Oakland, CA • Remote

$85K - $150K/yr

Full-time

Re-posted 21 days ago

Job description

Role Overview

We are seeking motivated, client-centric professionals to join our expanding remote sales division. This role is perfect for individuals who excel at relationship-building, are highly self-motivated, and want to establish a lucrative, long-term career in financial services. We equip you with comprehensive training, modern tools, and ongoing support to ensure your success in a collaborative virtual environment.

As a key member of our team, you will sharpen your professional expertise, enjoy outstanding six-figure commission potential, and utilize a streamlined, proven system built for maximum efficiency. Highly driven individuals can achieve exceptional financial rewards while helping clients protect their futures with customized insurance and retirement plans.

Key Responsibilities
  • Engage Warm Prospects: Connect with high-quality, pre-screened inbound leads (absolutely no cold calling).
  • Conduct Virtual Consultations: Meet with clients online to evaluate their unique financial needs and objectives.
  • Propose Custom Solutions: Recommend tailored financial products, focusing primarily on life insurance and annuities.
  • Deliver Value: Clearly articulate product benefits, helping clients understand their long-term security.
  • Nurture Client Relationships: Build lasting trust and maintain strong connections with your portfolio.
  • Manage Client Pipelines: Track all sales activities, touchpoints, and progress using our CRM database.
  • Oversee Sales Lifecycle: Guide clients smoothly from the initial consultation to a successful close.
  • Foster Referrals and Retention: Maintain post-sale communication to encourage loyalty and client introductions.
  • Stay Informed: Keep up-to-date with product portfolios, industry shifts, and compliance standards.
Candidate Requirements
  • Commission-Driven Mindset: Highly motivated by an uncapped, performance-based commission structure.
  • Communication Skills: Exceptional verbal and written communication, with a natural ability to connect with people.
  • Self-Discipline: A strong work ethic and the ability to stay productive and organized while working autonomously.
  • Remote Readiness: Comfort and familiarity with working in a fully virtual environment.
  • Growth Mindset: An eager willingness to learn, adapt, and implement coaching.
  • Background: Previous experience in sales or customer service is a plus, though not a requirement.
Compensation & Benefits
  • Uncapped Commission Structure: Benefit from a highly lucrative, performance-based payout model with unlimited earning potential and six-figure capability.
  • Flexible Schedule: Enjoy a highly adaptable routine, typically working just 3 to 4 focused days per week.
  • Pre-Vetted Leads: Avoid the stress of prospecting; you will only speak with pre-qualified, interested clients.
  • Complimentary Training: Gain access to comprehensive digital courses and live mentorship at zero cost to you.
  • State-of-the-Art Tools: Use our premium sales platforms and technology to streamline your workflow.
  • Ongoing Mentorship: Benefit from direct coaching and guidance from seasoned industry leaders.
  • Incentive Travel: Earn opportunities to qualify for luxury, company-funded international trips based on your sales performance.
By utilizing our structured, proven framework, you will have the direct path and resources needed to build a business of your own and generate a highly rewarding, six-figure commission-only income.

Take the next step toward a dynamic, high-earning career. Apply today to join our team!