2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Job Board

Interesting in posting a position on our Job Board? Submit your Job description Here!

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 with a description of the type of position you are seeking and a copy your resume.

Job & Internship Postings

Posted 3/15/2024

Director of Investments – Mill Valley, CA

We are seeking an exceptional Director of Investments to join our team and support our firm, advisors, and clients. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail, and deep expertise in investment management.

Details Here

Posted 2/20/2024
Associate AdvisorWalnut Creek, CA
We are seeking an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Associate Advisor will work with Advisors and Lead Advisors to provide financial planning and investment management to our clients. Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.

Details Here

Posted 11/3/2023

Paraplanner – Lafayette, CA

We are seeking a Financial Paraplanner to join our dynamic team and support our advisors in guiding our clients through our unique and rewarding financial planning process. The Paraplanner will work closely with our advisors to analyze client financial data, develop a proposal for the client and assist in the several step planning process with the client. We are looking for a candidate who is detail oriented, possesses strong communication skills and has excellent follow through.

Details Here

Posted 10/3/2023

2024 Schwab Advisor Services RIA Internship – Westlake, TX

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab Advisor Services™ is the leading provider of custodial, trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated wealth-management services that help more than 7,500 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in their business goals and dreams.

Details Here

Posted 8/1/2023
Experienced Lead Advisor; Succession Planning OpportunityOakland, CA
We are seeking to partner with an experienced financial advisor who has demonstrated capability working as a lead advisor with high-net-worth clients and wants to grow their business as part of our successful team. We have an established clientele that we have grown organically over four decades. We want to assign clients to a lead advisor capable of effectively working with our clients and delivering the high level of service they have been receiving. We have built our roster of clients through referrals from current clients and personal introductions from other professionals.

Our founder/lead advisor in the Oakland location will be retiring within a couple of years so we are seeking a smooth transition of these long-term clients. A qualified candidate will be able to collaborate as successor to many of these client relationships and continue to grow.

Details Here

Resumé Postings

Posted 3/20/2024
Kim Conley

Desired Position: Practice Manager / Director of Operations
Description: Over 6 years’ experience managing HR, Finance, Client Services, Office Operations, strategic planning, tech rollouts, workflow evaluations and project management for an RIA in East Bay. Graduated top of my MBA class, I am a farm girl with an incredible work ethic and passion for making things run smoother, faster, cheaper, and better. Ownership mentality and fiercely loyal, I am looking for a growing RIA in the East Bay who needs ops help achieving their goals.


Posted 6/8/2023
Kimseang Am
With product background in a robust Fintech start-up and degree in global management, I am looking to work in product /operations / analyst roles in finance and/or technology space. Experience includes working across teams include product / legal / support teams to write product specifications, audit UI, lead product deployment updates.

Details Here