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 6/29/2021
Financial Planning Associate – Lafayette, CA
EP Wealth Advisors Admin, LLC (“EPWA”) is a wealth management advisory firm with over $11.7 Billion in AUM as of February 28,, 2021, serving predominately high net worth individuals.
Our Lafayette office is hiring for a Financial Planning Associate. The Financial Planning Associate works jointly with the advisors in reviewing, analyzing, and delivering financial plans to clients. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

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Posted 6/3/2021
Financial Planner – Walnut Creek, CA
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Financial Planner. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, and a desire to learn.

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Posted 4/20/2021
Entry Level Assistant – Dublin/Pleasanton/Livermore, CA
Strong word processing and computer skills are necessary, as are excellent communication skills and the ability to prioritize and multi-task. No day is the same and the work-load for specific tasks ebbs and flows, being a self-starter who is capable of shifting gears mid-stream is necessary. Frequent and clear communication with attorneys and other team members is essential to the smooth operation of the office. We maintain a professional atmosphere which requires excellent service skills, a positive attitude, and a professional and mature demeanor at all times. This is not a remote position.

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Posted 4/14/2021
Financial Planning Case Consultant – San Leandro, CA
The role of the Financial Planning Case Consultant is to work with client facing Financial Advisors and Planners providing support for fee-based financial planning cases. Consultants will focus their support to Planners and Advisors with moderate to affluent clients. The Consultant will work proactively with the field and business partners alike, in driving results, plan implementation, and providing a client-centric experience.

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Posted 4/14/2021
Paraplanner/ Financial Planning AssociatePleasanton, CA
The successful candidate will support the advisors of a local financial advisory firm in servicing client relationships and working on various financial planning projects. This position is for someone looking to gain experience in financial planning and wealth management field. Career advancement opportunity exists for the desired candidate who wants to become a Certified Financial Planner.

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Posted 4/5/2021
Associate Wealth ManagerSan 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.

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Posted 3/18/2021
Associate Advisor – Walnut Creek, CA
BEW is looking to hire an Associate Advisor who is eager to learn and will succeed in a culture that promotes collaboration and professional growth. The Associate Advisor will work with Senior and Lead Advisors to provide comprehensive financial planning and investment management work for BEW’s clients.

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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

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