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
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.
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.
Associate Advisor – Walnut 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.
Experienced Lead Advisor; Succession Planning Opportunity – Oakland, 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.
Client Service Assoicate – Pleasant Hill, CA
We are a well-established financial advisory firm specializing specifically in Retirement Planning. We seek to add a key team member as a client servicing associate/admin to help provide exceptional experiences and assist our mission of enabling our clients to have a secure and fulfilling retirement.
Financial Planning Associate – Walnut Creek, CA
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.
Wealth Advisor Associate – Walnut Creek, CA
The Wealth Advisor Associate provides comprehensive services to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. 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.
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.