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.

 

Career & Internship Postings

Posted 2/19/2020
Certified Financial Planner/Advisor – Pleasanton, CA
We are a dynamic, fast-growing fiduciary financial advisory firm that focus on comprehensive financial planning and asset management services to those successful professionals, business owners and retirees.  We often serve as a family advisor and provide an integrated wealth management approach into the larger picture of our clients’ objectives, needs and desires. Interested candidates – please send your resume with a cover letter to info@sierrapfa.com.
Click Here for more details

Posted 2/12/2020
Client Service Associate – Berkeley, CA
If you want to make a difference in the lives of others, we may have the right opportunity for you. We are looking for a Client Service Associate who is passionately committed to helping others. In this dynamic position, you will help us make our interactions with clients unique and memorable.
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Posted 1/23/2020
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.
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Posted 1/2/2020
Senior Client Advisor – Oakland, CA
We are a successful seven-person Financial Planning and Investment Management firm located in the Montclair Village Business District of Oakland for over 30 years. We develop and maintain strong relationships with our clients and their families. We are seeking a well-qualified Senior Client Advisor who wants to make our business their new full time professional “home”.
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Posted 12/30/2019
Wealth Management Strategist – Walnut Creek, CA
Mechanics Bank is currently hiring a Wealth Strategist for our Walnut Creek location.  You will act as an initial point of contact for prospective high net worth clients. Builds and maintains an active pipeline of quality prospects. Facilitates introductions of qualified prospects to Investment Management and Trust. Acts as a liaison between client or prospect and Investment Management and Trust team. Works closely with clients and external sources (Centers of Influence or COI), educating them about Wealth Management products and services. Establishes, maintains, and develops relationships with clients.
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Careers 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!