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 5/31/2017 Walnut Creek, CA – Operations Associate – Gemmer Asset Management LLC is a dynamic and growing investment management firm located in Walnut Creek, California. We are seeking an exceptional individual to fill an entry-level full-time position in the Operations Department. There will be an opportunity and expectation to grow with the firm into various roles.
Click Here for more details

Posted 5/4/2017 Pleasanton, CA – Financial Planner – Mirador Capital Partners is a rapidly growing Investment Management firm in Pleasanton, CA. We are looking for a local CFP® who is willing to work part-time in our office completing Financial Plans for our clients and prospects. Hours per month will vary, depending on volume of plans. Estimate of 10 to 20 hours per month.
Requirements: Financial Planning Experience, CFP® Certification, MoneyGuidePro Proficient
Pay rate to be discussed.
Please contact: Audrey Glafkides – (925) 621-1001

Posted 5/2/2017 Oakland, CA – Associate Financial Planner – Our Associate Financial Planner will assist our Client Advisors and the Director of Investment Management (“DIM”) in the financial planning and investment management workflow. This position includes managing, gathering and analyzing client data, helping prepare preliminary financial plans and drafting of proposed client investment portfolio allocations.
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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

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Available Courses:

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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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