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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. 

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 - bethfinplan@gmail.com
                        or
Susan Danzig - susan@susandanzig.com

                   

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 4/22/2014 Larkspur, CA Raub Brock Capital Management, founded in 2001, is a fee only investment advisory firm headquartered in Larkspur, CA, serving both private and institutional clients. Current AUM exceeds $550MM and is experiencing strong growth. The firm is dedicated to putting clients’ interests ahead of its own, hiring talented people who work as a team to provide high value and outstanding service to our clients. We provide multidisciplinary advisory services to help clients reach their goals and objectives.
Click Here for more details (PDF)

 

Posted 4/9/2014 San Francisco, CA Yeske Buie is a national wealth management firm with a mission of helping our Clients harness their material and human resources in pursuit of their Live Big® life. Yeske Buie is a learning- and growth-oriented environment committed to leading edge, evidence-based financial planning® and asset management. The founders of Yeske Buie, Dr. David B. Yeske, CFP® and Elissa Buie, CFP®, are leaders in the profession, both having been Chair of the Financial Planning Association (US). This is an opportunity to work with a firm dedicated to learning, constant growth and improvement, and the advancement of the financial planning profession.
Click Here for more details (PDF)

 

Posted 4/8/2014 Los Altos, CA Our successful Silicon Valley wealth management firm is seeking a full time, Paraplanner to join our team. As an independent fee-only firm, our focus on client service has contributed to our loyal and engaging client relationships. This individual will report to an experienced financial planner, providing financial planning and investment advisory support. Key responsibilities include:
-Support preparation of financial plans
-Investment research and analysis
-Coordination of client service needs with team members
Click Here for more details (PDF)

 

Posted 4/8/2014 San Francisco, CA Robasciotti & Associates, Inc. is a woman-owned independent investment management and financial consulting firm. We work with a variety of clients, with a specialization in the needs of same-sex couples. Our firm models values-based financial planning and employs customized strategies to help clients achieve their goals. The Financial Planning Internship is an unpaid position designed to familiarize the Intern with the practical application of personal financial planning concepts.
Click Here for more details (PDF)

 

Posted 4/7/2014 Oakland, CA Ginsburg Financial Advisors is a successful Financial Planning and Investment Management firm located in the Montclair Village Business District of Oakland for over 30 years.  We develop and maintain strong relationships with our clients and their families.  We are seeking a well qualified ParaPlanner who wants to make our business their new full time professional "home".
Click Here for more details (PDF)

 

Posted 4/2/14 San Ramon, CA Lincoln Financial Group is looking for an Operations Coordinator. As the Operations Coordinator, you will support leadership in day to day service including troubleshooting operational, service, facilities, and compliance issues.  You are frequently the first point of contact, always exhibiting a professional and courteous attitude toward callers, visitors to the office, and Lincoln associates.
Click Here for more details (PDF)

 

Posted 3/12/14 Berkeley, CA We are actively looking for a new team member to support the growth of our 17-year-old firm. This role will be shared with another professional also working part-time. The right person wants to work 24 to 32 hours per week in a non-sales support role.  Candidates should possess excellent analytical and written skills.   Superior interpersonal skills are critical for interacting with clients.  An advanced financial designation and Series 7 license are mandatory. While this role has the potential to elevate to an Associate Advisor within our firm, that is not intended for the first 2 -3 years. Your roles and responsibilities will qualify for the CFP Board experience requirement. A resume, cover letter and salary requirements should be submitted to jacques@pharaohfinancial.com.
Click Here for more details (PDF)

 

Posted 3/7/14 San Francisco, CA Aspiriant is looking to hire a new 3-year Resident Associate in our San Francisco office.  The Resident Associate program is designed to fulfill the CFP Board experience requirement involving the preparation and presentation of financial plans to clients. At the end of the 3-year program, the Resident Associate will have the skills and experience to leave Aspiriant and function as a competent and comprehensive financial planner.
Click Here for more details (PDF)

 

Posted 2/14/14 San Ramon, CA David White & Associates is committed to offering finance, investment, banking or insurance sales professionals innovative and comprehensive solutions to help them reach their career goals.  With our extensive list of product offerings and our experienced and knowledgeable Advisor and management staff, this is the best time to begin a finance and insurance sales career with David White & Associates
Click Here for more details (PDF)

 

FPA East Bay Scholarship

The Scholarship, valued at $1500, is available to FPA East Bay Members who are candidates pursuing the CERTIFIED FINANCIAL PLANNERTM certification or are enrolled in a financial planning program and are motivated to obtain the CFP® designation.

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

For more information, or to request an application please contact eastbayfpa@gmail.com

 

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 evor@aspire.biz

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

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

 

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
http://extension.berkeley.edu/public/category/courseCategoryCertificateProfile.do?method=load&certificateId=17121 

Golden Gate University
http://www.ggu.edu/programs/financial-planning

San Francisco State University
http://www.cel.sfsu.edu/financial/ 


Professional Development and Certification

FPA National Web Site
https://www.onefpa.org 

FPA National Practice Management
https://www.onefpa.org/business-success/Pages/Practice-Management-Resources.aspx 

FPA Connect
http://connect.onefpa.org/home 

FPA National Mentorship Program
http://connect.onefpa.org/aboutmentormatch

FPA National New to the Profession
http://www.onefpa.org/business-success/newtotheprofession/Pages/default.aspx

FPA National NexGen
http://www.onefpa.org/community/nexgen/Pages/Welcome%20to%20the%20NexGen%20Community.aspx

FPA NORCAL Conference
http://www.fpanorcal.org

SF FPA Emerging Advisors Forum
http://www.fpasf.org/careers/emerging-advisors/

CFP Board
http://www.cfp.net

Financial Industry Regulatory Authority (FINRA)
http://www.finra.org

 
FPA Northern California Chapters

San Francisco
http://www.fpasf.org 

Silicon Valley
http://www.fpasv.org 

Northern California (Sacramento & Western Nevada)
http://www.fpanc.org

 

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