Employment Opportunities & Classifieds

**Search nationally available job listings on the Job Board at OneFPA.org and the CFP Board Career Center.

CFP Board Career Center

The Job Postings section of our website is a service offered to member firms of the FPA East Bay.   All postings for positions offered and job seekers will expire after 60 days.

To post an opportunity here, please e-mail it to FPA of the East Bay.  Make sure to provide a description with location of the job/internship and provide contact details for prospects to reach you at. 

Job Seekers if you are looking for a position you may email FPA of the East Bay a description of the type of position you are seeking and a summary of your background. Please include your contact information and/or a PDF of your resume.

 

Job & Internship Postings

Posted 12/11/2017 Oakland, CA – Successor Wanted – Demand for our services has increased radically and we need a team member to be totally responsible for the financial planning process and part of the team for ongoing client service.
I’m not retiring for many years (47 now) but at some point someone (likely more than one) will need to run the show and it could be you. This is a career opportunity.
You will keep 100% of all planning fees coming into the firm and if it works out between us you will get a share of money management revenues.
If it works out for the long term you will either run the firm or run it with a team and I will likely be very lightly attached.
Click Here for more details

Posted 9/12/2017 Walnut Creek, CA – Client Service Associate – Work with entire team to coordinate client service activities with a focus on delivering the positive outcomes and client experience. This individual spends almost all of his or her time in client-facing activities so that the advisors can focus efforts on growing the practice through marketing and maintaining client relationships. We are offering a competitive salary with additional incentives based upon company growth. We believe in higher education and offer reimbursement for conference attendance, continued education, etc. No phone calls please. Please direct your cover letter and resume HERE . All inquiries will be held in the strictest confidence.

 

Jobs Wanted

Anthony Giovannetti
Click Here for my Resumé

Anthony Giovannetti is looking to marry his work experience and passion for financial planning with a firm looking to develop a career transitioning candidate. With 10 years of experience in the banking industry, he’s held positions in various capacities including: leading a small team, supporting sales staff, deploying technology solutions, developing new processes, and fighting financial crime.  In addition to performing his operational responsibilities, he routinely seeks additional projects to expand learning opportunities in the spirit of making customer’s lives better
Having completed an MBA in Strategic Management, Anthony is continuing his education at the University of California at Berkeley, in the Personal Financial Planning program perusing a CFP designation.

 

Bill Allen
Click Here for my Resumé

Bill Allen is a software development professional pursuing a mid-career transition to the investment industry. He currently works as a technical product manager for GE Digital, building software applications for the Industrial Internet. His prior experience includes roles in biomedical research, software startups, and investment research. Bill holds a Bachelor of Science degree in Materials Science & Engineering from Stanford University, and is a Level 2 candidate for the CFA Program. He is seeking opportunities to leverage his diverse industry knowledge and client management experience to help support a wealth management practice in the Bay Area.

 

Rosario Chacon
Click Here for my Resumé

  • Finance specialist with proven record growing client base and revenues in a start-up environment and Fortune 500 Company.
  • More than 8 years’ experience in Finance and Management positions with demonstrated successful execution of operations, marketing, sales, and business development functions.
  • Licensed Financial Advisor who leads with planning analysis, increasing the client’s awareness of needs, wants and wishes.

 

Dionisio Meneses
Click Here for Resumé

Ambitious self-starter who exhibits proven experience in portfolio management, investments, business development, analysis, and risk assessment / optimization in alignment with a company’s and / or client’s vision, value, and goals, and leads teams by example and with integrity to deliver services excellence.  Top performer who contributes sharp analytical abilities and superior attention-to-detail.  Bilingual communicator (English / Spanish) and solid relationship-builder who seamlessly liaises among C-level executives, business / financial teams, clients, and regulatory agencies while driving results.

 

Succession Opportunities

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Teaching/Training Opportunities

Part-time Teaching Positions Available

No positions available at this time. Please check back.

Available Courses:

No courses available at this time. Please check back.

Office Space

Downtown Walnut Creek location in a high-end garden-style office building with all the amenities (Private covered parking garage, conference room, coffee shop, courtyard, and retail). Large executive office has direct private access to a large beautiful deck with a view of Mt. Diablo.
Click Here for more details!

For Sale or Merger

Please check back soon!