Members report that finding career opportunities and hiring outstanding talent are significant benefits of getting involved in the FPA of the East Bay. In addition to our regular networking events, this Job Board provides a way for members to connect with each other about specific career or hiring opportunities. If you are a member and would like to submit a career opportunity, please Click Here.
A note for job seekers: If you are looking for a position, contact our Director of Career Development, Hyun Joo Park with a description of the type of position you are seeking and a copy your resume.
Job & Internship Postings
Wealth Advisor & Financial Planner – Walnut Creek, CA
We are seeking to add a new Wealth Advisor & Financial Planner to our team, someone who is interested in building a long-term career. This person will be the lead advisor on a number of new and existing relationships. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, has an entrepreneurial spirit and believes strongly in providing exceptional client service. Someone with excellent verbal and written communication skills and a positive, can-do attitude. We believe in offering a rewarding and personally fulfilling career with a work-life balance.
Financial Analyst – Walnut Creek, CA
Advisor Partners, LLC is seeking a Full-Time Financial Analyst to be responsible for:
• Daily rebalancing of portfolios
• Trading (includes trading in overnight markets)
• Daily account reconciliation. This includes overseeing the daily maintenance of
standard and nonstandard custodial and vendor data feeds
Financial Planning Associate – Lafayette, CA
EP Wealth Advisors Admin, LLC (“EPWA”) is a wealth management advisory firm with over $11.7 Billion in AUM as of February 28,, 2021, serving predominately high net worth individuals.
Our Lafayette office is hiring for a Financial Planning Associate. The Financial Planning Associate works jointly with the advisors in reviewing, analyzing, and delivering financial plans to clients. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Financial Planner – Walnut Creek, CA
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Financial Planner. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, and a desire to learn.