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 2/19/2020
Certified Financial Planner/Advisor – Pleasanton, CA
We are a dynamic, fast-growing fiduciary financial advisory firm that focus on comprehensive financial planning and asset management services to those successful professionals, business owners and retirees.  We often serve as a family advisor and provide an integrated wealth management approach into the larger picture of our clients’ objectives, needs and desires. Interested candidates – please send your resume with a cover letter to
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Posted 2/12/2020
Client Service Associate – Berkeley, CA
If you want to make a difference in the lives of others, we may have the right opportunity for you. We are looking for a Client Service Associate who is passionately committed to helping others. In this dynamic position, you will help us make our interactions with clients unique and memorable.
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Posted 5/20/2020
Partner-Track Financial Advisor – Walnut Creek, CA
CAVU is led by David, a CFA and CFP, who started his career working with top firms, Hambrecht & Quist, Montgomery Securities (now Bank of America – Merrill) and Kidder Peabody. Working alongside David is Hilary Disher, whose foundational experience is from Deloitte Tax and Goldman Sachs, so she also has a strong background and can offer tax advice. They are searching for a wealth management professional who also enjoys working closely and coaching clients. The ideal professional will bring a book of business; however, their highest priority is identifying the a collaborative cultural fit, so they will also strongly consider individuals, who will not. Pls see uploaded job description for add’l info. If you would like to learn more, please contact the individual leading the search – Alison Beyer at 415.296.7679 or
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Posted 5/20/2020
Relationship Manager – Oakland, CA
Bell Investment Advisors is looking for the rare individual who is as good at the details as he or she is at interpersonal relationships. Responsibilities include: preparing account applications, overseeing transfers, and serving as primary liaison between the firm and its custodian, Charles Schwab.
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