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.
Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
BEW seeks 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 BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW’s clients.
The Associate Advisor is not expected to bring in business. 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.
Location: Walnut Creek
Employment Type (e.g., Full-Time, Part-Time, Contract): Full-Time
Salary Range: $85,000 – $110,000
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