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 2/23/2021
Research Analyst – Walnut Creek, CA
We are a locally owned and operated branch, dually licensed with one of the largest independent broker dealers in the country and our own RIA. As the primary financial and investment advisor for hundreds of successful families, and $900,000,000 under advisement, we cherish long-term client relationships that have been in place over the past 25 years.

We seek a candidate who will support the Research and Operations Manager by executing investment trades, conducting investment research, and helping with technical support.

Click Here for more details

Posted 2/9/2021
Associate Financial Planner – Alamo, CA
We are a fee-only, financial planning & investment management firm in Alamo, CA (San Francisco Bay Area). Our clients range from 20-something entrepreneurs to 40-something executives to 80-something enjoyers of life & retirement. We help them navigate topics such as pre-IPO stock options, executive compensation packages, estate strategies, college planning, tax-optimization analysis, and more.

Our new Associate will begin supporting clients, alongside our Senior Advisors, immediately in an environment which promotes growth and education. Strong preference will be given to those with CFP-education background, or 0-3 years’ of experience in the financial planning profession.

Click Here for more details

Posted 2/5/2021
Wealth Advisor – Danville, CA
If you are looking to build your financial planning career with a firm that puts the client first by providing 360° advice designed to last and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. The wealth advisor position at Mariner Wealth Advisors is the ideal role for a financial planning professional looking to join a firm that has been ranked in the top five RIAs by Barron’s for the last five years. As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally& personally. If this sounds like an opportunity you’d be interested in, let’s have a conversation

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Posted 2/5/2021
Senior Client Associate – Danville, CA
If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. The senior client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, have a strong attention to detail and want to be an important part of a growing team then let’s have a conversation!

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Posted 1/22/2021
Administrative Assistant – Livermore, CA
This entry level position is for a busy, fast-paced law firm, located in Livermore.
Strong word processing and computer skills are necessary, as are excellent communication skills and the ability to prioritize and multi-task.
Frequent and clear communication with our attorneys and staff is essential to the smooth operation of the firm. We maintain a professional atmosphere which requires excellent service skills, a positive attitude, and a professional and mature demeanor at all times.

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Posted 1/19/2021
Financial Analyst – Walnut Creek, CA
Advisor Partners, LLC (AP) is an investment management firm that is a leading provider of portfolio and wealth management solutions. The firm specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.
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Resumé Postings

Posted 1/11/2021
Kendall Poland
Financial Technician

Click Here for more details and contact information