Job Board

Interesting in posting a position on our Job Board? Contact us!

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

Posted 3/18/2022
Head of Investment Strategy and Communications – 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 are seeking to add a Head of Investment Strategy and Communications to our team, someone who is interested in building a long‐term career and becoming a partner and shareholder of the firm. All of our clients are
clients of the firm and each have a team comprised of Wealth Managers, Associate Wealth Mangers, Client Service Associate and Investment Management professionals. We need an outstanding person and a solid team
player. A problem solver with a keen attention to detail and deep knowledge in investment management. Candidates will have a proven track record of strategic decision making and excellent written and verbal
communication skill.

Details Here

Posted 3/18/2022
Senior Administrative Assistant (Senior Administrator) – Oakland, CA
We are looking for a full time Senior Administrative Assistant with a service oriented attitude to join us and work with our client advisors, professional staff and valued clients in our Montclair Village (Oakland) office. We are seeking a well-organized seasoned office professional with at least ten years of business experience, preferably in financial services. The ideal candidate will have experience in the wealth management sector of the financial services industry, knowledge of opening brokerage accounts, transfers, distributions and other cashiering functions, enjoy being part of a team and will thrive in our very fast-paced environment. We are a small office, and the role will include diverse projects and duties, including, billing and accounting, and supporting the entire office in delivering excellent service to our happy clients. Frequent contact with affiliated broker-dealer corporate office staff, vendors and clients in person, by phone and email will be required.

Details Here

Posted 12/13/2021
Support Advisor – Paraplanning and Trading – Alamo, CA
The Support Advisor is a technical client management position that provides technical support for the lead advisors of the firm. Responsibilities include data gathering, modeling, case design, scenario building, plan development, trading, research, and presentation development. The position may participate in client meetings depending on experience and ability.

Details Here

Posted 11/30/2021
Financial Analyst – San Leandro, CA
This is a salaried position that will be focused on administration and client experience, with no sales goals or minimum quotas. We are looking for an outgoing, highly technical, and analytical individual to help lead our back office operations, work with clients and internal partners to prepare, analyze and present investment proposals and financial plans, and manage client relations and communications. The position may also be called upon to assist with analysis, rebalancing, and administration of client investment portfolios; conducting investment research, reporting, and analysis, providing support for processing client service needs, and assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.

Details Here

Posted 11/15/2021
Financial Planner – Alamo, CA
We are an independent, fee-only Wealth Management firm in Alamo, CA seeking a Financial Planner to join our collaborative, growing team.

This position will assist in the creation of comprehensive financial recommendations and will involve the entire client engagement. Over time, you will be encouraged to grow into a Senior Financial Planner (which leads client relationships). This is not a business development role; you will work with the firm’s existing (and new) clients on a team which values collaboration, mentorship, and work-life balance.

Details Here

Resumé Postings

Posted 7/2/2021
Meredith Beazley
Experienced Client Services Manager
Click Here for more details and contact information

Posted 1/11/2021
Kendall Poland
Financial Technician

Click Here for more details and contact information