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 11/15/2021
Financial Planner – Alamo, CA
We are an independent, fee-only Wealth Management firm in Alamo, CA seeking a Financial Planner to join our collaborative, growing team.
This position will assist in the creation of comprehensive financial recommendations and will involve the entire client engagement. Over time, you will be encouraged to grow into a Senior Financial Planner (which leads client relationships). This is not a business development role; you will work with the firm’s existing (and new) clients on a team which values collaboration, mentorship, and work-life balance.
Posted 11/10/2021
Client Service and Operations Associate – San 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 Client Service and Operations Associate to support our Advisory Team and to 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.
Posted 9/20/2021
Wealth Advisor & Financial Planner – Walnut Creek, CA
We are seeking to add a new Wealth Advisor & Financial Planner to our team, someone who is interested in building a long-term career. This person will be the lead advisor on a number of new and existing relationships. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, has an entrepreneurial spirit and believes strongly in providing exceptional client service. Someone with excellent verbal and written communication skills and a positive, can-do attitude. We believe in offering a rewarding and personally fulfilling career with a work-life balance.
Posted 8/18/2021
Financial Analyst – Walnut Creek, CA
Advisor Partners, LLC is seeking a Full-Time Financial Analyst to be responsible for:
• Daily rebalancing of portfolios
• Trading (includes trading in overnight markets)
• Daily account reconciliation. This includes overseeing the daily maintenance of
standard and nonstandard custodial and vendor data feeds
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.
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.
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
Click Here for more details and contact information