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For FPA Members

Career Development


Click Here to go to the LinkedIn page for FPA East Bay

Click Here for FPA National's Facebook page  

The East Bay Chapter of the Financial Planning Association offers many benefits to those entering the financial planning profession. If you're a student, CFP® certificant, or career transitioner, we have events and opportunities to engage you with financial planning professionals and expand your industry knowledge through educational and social networking events.

East Bay Chapter Activities - We hold monthly educational events, social networking events, pro bono activities, and an annual golf tournament.

Employment and Internship Opportunities - Postings for both financial planning employers and job seekers can be found below.

Scholarship Programs - The FPA East Bay chapter and FPA National offer scholarships to students to help with their educational and practice development.

Study Groups - FPA East Bay chapter members organize and host a variety of formal and informal study groups.

Career Related Resources - FPA and the broader financial planning community offer a wide variety of resources to the financial planning professional through all stages of their career.

Other FPA Career Development Resources

Mentorship Program - FPA National offers a mentorship program to match new and transitioning planners with more experienced practitioners.

Emerging Advisors Forum - FPA San Francisco offers a forum to bring together advisors who have recently started, or are in the process of starting their own financial planning practice.

New to the Profession - FPA National resources for those entering the financial planning profession.

NexGen - Resources for FPA members age 36 and under that focuses on the next generation of financial professionals.

For more information contact the Career Development Co-Directors

Beth McClelland -
Susan Danzig -


Career Opportunities

The Job Postings section of our website is a service offered to member firms of the FPA SF.   All postings for positions offered and job seekers will expire after 60 days.

To post an opportunity here, please e-mail it to 
Webmaster Wade                                     

Opportunities Available  (Oldest postings at the bottom)

Posted 9/4/14 Walnut Creek, CA We are seeking a Financial Planning Associate for our fee-only wealth management firm's Walnut Creek, CA office. We are very interested in candidates pursuing the CFP® certification and those who want to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment.
Click Here for more details (PDF)


Posted 9/2/14 San Francisco, CA We seek an Associate Financial Planner who will bring superb quantitative, research and communication skills to help strengthen our planning services. The role provides an excellent opportunity for proffesional growth, working directly with our firm's principal and participating in a robust, fun exchange of ideas required to serve our clients well.
Click Here for more details (PDF)


Posted 8/29/14 San Luis Obispo, CA We are seeking a Wealth Planning Analyst for our 12-person wealth management firm located in San Luis Obispo on the beautiful Central Coast of California. This is a professional position that will initially directly support the firm’s Wealth Advisors in servicing existing and new client relationships. We are looking for people who have the capability to become – in time and with the proper training and preparation -- a client-facing Wealth Advisor.
Click Here for more details (PDF)


Posted 8/14/14 Piedmont, CA Wolfers Asset Management is looking for someone needing experience, but also with an eye on potential partnership down the road. I need to make my business more efficient and profitable with an even greater focus on client satisfaction and new client acquisition.
Click Here for more details (PDF)


Posted 8/11/14 Lafayette, CA  Concentric Wealth Management is seeking a Financial Planner with exceptional client service skills. Concentric serves a limited number of clients by design and provides comprehensive financial planning and investment management. This position works closely with the lead advisors and clients throughout the financial planning process.
Click Here for more details (PDF)


Posted 7/30/14 Larkspur, CA TWO POSITIONS AVAILABLE  We are currently seeking an Associate Financial Advisor to help take our company to the next level. The primary responsibilities will be working with our experienced advisors to maintain profitable, professional client  relationships with our current client base, and review/present client related financial plan recommendations or implementation processes with all existing clients. All candidates should demonstrate a desire to network, build relationships and communicate effectively with people. This is a great opportunity for an aspiring planner to shadow the firm owner, be involved in client meetings early on, and contribute to a growing firm that leverages technology and is positioned for growth.
Click Here for more details (PDF)


Posted 7/15/14 Walnut Creek, CA  Gemmer Asset Management LLC is a dynamic and growing investment management firm located in Walnut Creek, California. We currently manage over $800 million in assets for individuals and institutions.   Gemmer Asset Mangement LLC's primary focus is to serve our clients through the management of customized portfolios and personalized service.  We are seeking an exceptional individual to fill a full-time position in the Operations Department.  There will be an opportunity and expectation to grow with the firm into various roles.
Click Here for more details (PDF)




FPA East Bay Scholarship

FPA East Bay is pleased to announce the intention of our chapter  to award one of its members with financial assistance in the form of a $1,500 scholarship to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program. 

The scholarship is awarded each fall with applications due November 1 and the awards announced at our December meeting.

Scholarship Application


For more information, please contact


Study Groups

Study groups are rapidly becoming a best practice for financial advisers who want to grow their practices, network with colleagues, and receive and give mutual support.  FPA East Bay currently has several groups to meet the various interest of our members.  

The Practice Management study group is open to planners with 5+ years of experience.   If you have 5+ years experience and are interested in joining this group, please contact Evor Vattuone

An Oakland study group is open to all advisors. For more information please contact Dan Hawley

If you are interested in forming and leading a study group please contact one of the Career Development
Co-Directors. Beth McClelland - or
Susan Danzig -


Career and Practice Related Resources 

FPA and the broader financial planning community offer a wide variety of resources to the financial planning professional through all stages of their career.

Bay Area Financial Planning Education Programs 

University of California, Berkeley Extension Program 

Golden Gate University

San Francisco State University 

Professional Development and Certification

FPA National Web Site 

FPA National Practice Management 

FPA Connect 

FPA National Mentorship Program

FPA National New to the Profession

FPA National NexGen

FPA NORCAL Conference

SF FPA Emerging Advisors Forum

CFP Board

Financial Industry Regulatory Authority (FINRA)

FPA Northern California Chapters

San Francisco 

Silicon Valley 

Northern California (Sacramento & Western Nevada)