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 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.
Click Here for more details

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”.
Click Here for more details

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.
Click Here for more details

Posted 11/5/2019
Paraplanner – Oakland, CA
Seeking a candidate who is passionate about personal finance and helping clients achieve financial wellness. Preferred candidate is either enrolled in or is prepared to promptly enroll in a financial planning certification program and who needs professional experience in a financial services firm. Must be detail-oriented. This role provides the opportunity to learn from a cohesive team of licensed professionals in a well-established, highly respected wealth management firm in a convenient East Bay location.
Click Here for more details

Careers Wanted

Posted 1/15/2020
Experienced CFP® professional seeking role as lead advisor for an independent, fee-only RIA. Passionate about getting to know clients and helping them achieve their financial goals. Ideal position would also allow for opportunities to make a meaningful impact on the business.
Click Here for my Resume

 

Succession Opportunities

Please check back soon!

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!