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 11/23/2020
Sr. Portfolio Manager & Head of Investment 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 believe passionately in the value of deep financial and life planning being integrated with investment management services to provide the best outcome for clients. We specialize in working with successful individuals and families in their peak career years, many of which are also in their peak parenting years, addressing the myriad of decisions facing this demographic.
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Posted 11/5/2020
Paraplanner-Associate Advisor – Walnut Creek, CA
The Paraplanner position provides direct technical and client service support to the Managing Partner. While Associate Advisors will spend a few hours each day supporting the Managing Partner in client meetings or answering client requests, the bulk of their time is spent preparing and updating financial plans for client meetings.
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Posted 9/23/2020
Director of Client Services – 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.
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Resumé Postings