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 and a copy your resume.

Job & Internship Postings

Posted 8/10/2020
Client Services Director – San Ramon, CA
Local financial planning firm is seeking a professional, refined, friendly, and bright Director of Client Services. We are looking for someone with excellent interpersonal skills, extraordinary client service attitude, phone skills, professionalism, confidence, and a genuine interest in people. This position plays an important role in setting the tone for the practice and making sure clients and prospects have a positive experience and maintain our exceptional culture of integrity and relationship building.
Click Here for more details

Posted 7/1/2020
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 6/11/2020
Financial Planning role in Duke research project to scale financial coaching [remote] – Oakland, CA
We are looking for outstanding full or part-time financial planners interested in participating in cutting edge research conducted by Dan Ariely’s Center for Advanced Hindsight at Duke University. The question that we’re trying to answer through a randomized controlled trial is “How do we scale financial guidance using a high-touch, high-tech approach that helps people reduce their financial stress and achieve their financial goals?”
Click Here for more details

Resumé Postings

Posted 7/17/2020

J. Gilman

Driven Executive Assistant adept at developing and maintaining administrative and procedural processes with efficiency and achieving organizational objectives.
Click Here for my Resumé