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 2/5/2018 San Francisco, CA – Senior Investment Advisor – We are interested in speaking with candidates who are licensed investment advisors that have a current client book of business in excess of $30 million. If you, the advisor, are looking for a succession plan, please contact us. If you, the advisor, have reached a point in your career where most of your time is spent servicing clients and you thus have an inability to focus on other aspects of the business (effective, in-house portfolio management, producing meaningful content, growing your business, utilizing effective marketing, etc.) please give us a call.
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Posted 1/30/2018 Walnut Creek, CA – Financial Planner – The Financial Planner assists the Branch Manager in reviewing, analyzing and delivering financial planning modules to clients. Working with the Branch Manager, Client Advisors, Client Associates, Client Administrators and Regional Vice Presidents, the Financial Planner is an integral member of the branch client service team.
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Posted 1/30/2018 Walnut Creek, CA – Client Advisor – Listening, educating and providing clarity to clients is what you love. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, has an entrepreneurial spirit and believes strongly in providing exceptional client service. As a Client Advisor, you will work in a client-focused, team-centered environment to support the team’s region-wide client service and business development efforts. This is a salaried, non-sales financial planning/wealth management position. In this role, you will collaborate with subject matter experts nationwide and be part of one of the largest fee-only wealth management firms in the United States.
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Posted 1/26/2018 Pleasanton, CA – Research Analyst – Unique opportunity to be a part of a growing investment advisory firm and be the definitive expert on both public and private companies in the Tri-Valley region.  Looking for an individual with a passion for equity research and eagerness to take a vital role in a fast-growing business.
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Posted 1/24/2018 San Ramon, CA – Client Services Manager – Provide Marketing and Administrative support to one or more Financial Planners in a San Ramon area Financial Planning Office.
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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.
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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
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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
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  • 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.
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For Sale or Merger

Please check back soon!