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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.

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 - 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 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

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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