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 will be removed 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 11/25/2019
Associate Wealth Manager – San Francisco, CA
We are a dynamic, rapidly growing independent wealth management firm in San Francisco that offers comprehensive wealth management services to individuals and families.  We specialize in working with successful  families in their peak career years and peak parenting years, addressing the myriad of decisions facing this  demographic. We are seeking to add a new Associate Wealth Manager to our team to support our advisors and provide exceptional service to our expanding client base.  We need an outstanding person.  A problem solver with a keen  attention to detail.  Someone with excellent verbal and written communication skills and a positive, can‐do attitude.
Click Here for more details

Posted 11/5/2019
Paraplanner – Oakland, CA
Seeking a candidate who is passionate about personal finance and helping clients achieve financial wellness. Preferred candidate is either enrolled in or is prepared to promptly enroll in a financial planning certification program and who needs professional experience in a financial services firm. Must be detail-oriented. This role provides the opportunity to learn from a cohesive team of licensed professionals in a well-established, highly respected wealth management firm in a convenient East Bay location.
Click Here for more details

Posted 10/17/2019
Regional Vice President
The Regional Vice President is responsible for growing our RIA referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firms high net worth clients.
Click Here for more details

Posted 10/17/2019
Client Associate – San Francisco, CA
The primary responsibility of a Client Associate is to provide excellent follow-through and operational support to the Client Advisor team in servicing and delivering on the needs of high net worth clients.  As a Client Associate, you will have a direct impact on the client experience and are vital to the success of the organization.  You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.  This is a role that offers great career path opportunities.
Click Here for more details

Posted 10/15/2019
Financial Advisor – Redwood City, CA
We work with clients to assure they are prepared to make smart financial decisions, at every stage of their lives. Whether they are preparing for life after retirement or protecting the legacy they’ve worked so hard to build, our clients require comprehensive planning, resources and expertise to make their goals a reality. We strive to create lasting relationships and provide constant, dedicated support, all while keeping our clients’ best interests at the forefront.
Click Here for more details

Posted 10/9/2019
Recruiting Manager – Concord, CA
Mutual of Omaha Advisors
Hiring Manager: Chris Sullivan
Ideal Candidate: someone with industry experience as a Recruiter or as a Financial Advisor who has demonstrated success building their practice through referrals or other warm sources.
If interested please contact our hiring manager, Chris Sullivan

Jobs Wanted

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

Posted 10/31/2018
We have an office space for lease in an attractive, well-maintained downtown Walnut Creek location with windows overlooking courtyard and fountain. Well-known office building with amenities that include close-by covered parking garage, recently remodeled large conference room, coffee shop, and retail. Shared office equipment (copier, fax, postage) available at a very low cost. Utilities, internet, and janitorial included in the rent.
Click Here for more details!

For Sale or Merger

Please check back soon!