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.


Job & Internship Postings

Posted 7/29/2019
FT/PT Financial Operation Associate – Pleasanton, CA
The successful candidate will support advisors of a local wealth management firm in servicing client relationships and working on various operational & planning projects.  This position is for someone looking to gain experience in financial planning and investment field.  Career advancement opportunity exists for the desired candidate.   The main office of the firm is located in Pleasanton, CA.
Click Here for more details

Posted 7/29/2019
Retirement Plans Specialist (401k Plan Advisor) – Pleasanton, CA
The successful candidate will manage and execute a highly sophisticated, multi decision maker sales process in the defined contribution market primarily focused on 401k plans.  The advisor provides 401k investment, participant education and fiduciary supports to corporate clients in 401k arena.
Click Here for more details

Posted 7/29/2019
Wealth Advisor – Walnut Creek, CA
The Wealth Advisor position primarily focuses on maintaining and adding value to existing and new client relationships, as well as interacting with other professionals in a team-based structure.
This is an ideal position for someone who enjoys working directly with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Click Here for more details

Posted 6/19/2019
Senior Financial Planning Associate – Walnut Creek, CA
Excellent opportunity within the financial services industry.Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an already successful financial planning firm.  Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.
Click Here for more details

Posted 6/19/2019
Research and Operations Analyst – Walnut Creek, CA
We are a locally owned and operated branch, dually licensed with one of the largest independent broker dealers in the country and our own RIA. As the primary financial and investment advisor for hundreds of successful families, and $750,000,000 under advisement, we cherish long-term client relationships that have been in place over the past 25 years.
Click Here for more details

Jobs Wanted

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!