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 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.

Posted 8/23/2017 Santa Rosa, CA – Client Service Associate – ZRC Wealth Management, LLC is seeking a Client Service Associate. You will often be the first person with whom clients communicate with when they visit or call our office. This position is responsible for determining how to assist clients and ensuring that solutions are provided in a professional manner. The position entails a wide variety of responsibilities and skills including customer service, administrative, operational and analytical. Successful employees will have the ability to learn, expand their responsibilities, develop professionally, and advance in a career path.
Click Here for more details

Posted 8/23/2017 Danville, CA – Client Service Associate/Portfolio Administrator – Summit Wealth & Retirement provides comprehensive wealth management services to successful individuals, families and small-medium sized businesses in the East Bay and Greater Bay Area. We are seeking a Client Service Associate to join our team and help us deliver on our promise to our clients.
Click Here for more details

Posted 8/21/2017 Menlo Park, CA – Financial Paraplanner – We are seeking an entry level financial planner for our fee-only wealth management firm in Menlo Park, CA. The ideal candidate is one who is ready to launch and grow a career in financial planning during an exciting time in the industry. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. Click Here for more details.
Cover letters and resumes can be Emailed Here to apply for the position

Posted 7/31/2017 Walnut Creek, CA – Financial Planner – Busy and growing wealth management firm based in Walnut Creek in search of Financial Planner. As a financial planner, you will populate financial planning software for clients and interact with clients in a planning capacity as part of client
service. You will deliver financial planning strategies and advice directly to clients under the supervision of senior financial planning staff.
Click Here for more details

Posted 7/18/2017  Lafayette,CA – Front Desk Coordinator – The Front Desk Coordinator provides support for the firm’s overall general office operations. This position also works closely with other team members to provide client support as needed.
Click Here for more details

 

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.
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For Sale or Merger

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