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 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 6/11/2018 Lafayette, CA – Financial Planning Associate – One of Concentric Wealth Management’s core values is providing exceptional client service. We believe that the ability to deliver exceptional service is based heavily upon attitude. As a result, we seek to hire professionals with a positive attitude and an outstanding track record in client service. We are currently seeking to add another exceptional employee as an integral member of our small team.
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Posted 5/18/2018 Santa Rosa, CA – Financial Planning Assistant – The chosen candidate will support two advisors in a successful Private Wealth Advisory Practice with day to day client service needs. This role is responsible for meeting preparation and follow up, communications with clients, money movement, business tracking, financial planning.
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Posted 5/1/2018 Santa Rosa, CA – Associate Financial Advisor – The chosen candidate will support two advisors in a successful Private Wealth Advisory Practice with day to day client service needs. This role is responsible for meeting preparation and follow up, communications with clients, money movement, business tracking, financial planning.
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Posted 4/12/2018 Reno, NV – Wealth Manager – We are currently seeking a Wealth Manager who will have responsibility for managing client relationships and formulating and implementing financial planning and investment advice. Additional responsibilities include working with, training, and supervising other Financial Planning team members in delivering client services.
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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.

 

 

Dionisio Meneses
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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

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