Career Development Resources

Join the FPA East Bay for its monthly meeting held on the 1st Wednesday of each month, except June,

July & August. It is a great opportunity to network with other practitioners as well as to obtain continuing

education credits. The meetings begin at 7:15 a.m.. Click the title above for the Calendar page.

FPA Member Logo Page at FPA National - Click Here

FPA East Bay Mentoring Program

This program is available to all students who are enrolled in a CFP® program and are student members of the FPA. This unique program offers students a one-on-one mentoring opportunity with an experienced CFP® Practitioner. If you would like more information, please click on the following link for a PDF:

http://www.FPAEastBay.org/MentorshipProgram.pdf

FPA Student Memberships may be applied for online at the following link:

http://www.fpanet.org/Membership/Individual/

FPA East Bay CFP® Student Scholarship Information

The Scholarship is available to candidates who are pursuing the CERTIFIED FINANCIAL

PLANNER™ certification or are enrolled in a financial planning program and are motivated

to obtain the CFP® designation.

Scholarship 2010 Packet (PDF) - Click here to download

Annual FPA Nor Cal Conference

Join us in the spring for an event that features several nationally renowned speakers. It is an outstanding

opportunity to network and earn many hours of continuing education credits. The link above takes you to the

Nor Cal Conference website with all the details you should ever need to know, including registration.

FPA East Bay Member-to-Member Career Opportunities

To post an opportunity here, please e-mail it to Shags@PlanningForLife.info

Opportunities Available (Oldest postings at the bottom)

Posted 9/1/10: Waypoint Wealth Partners seeks Client Services Manager -- The Client Services Manager will be the first point of contact for all clients when they call or visit the office. This position is responsible for determining how to best assist clients and ensuring that solutions are provided in a professional manner. The position entails a wide variety of responsibilities including client service and onboarding, office management, administration, marketing support and other special projects.

Click Here for a Full Job Description (PDF)

Posted 8/19/10: Investment Management Sales (Business Consultant) -- Position Summary: Advisor Partners, Inc. is seeking a Sales Professional to lead its effort in identifying new clients, presenting the firm's investment capabilities to new and existing clients, solidifying new relationships and servicing existing clients. Company Profile: Advisor Partners, LLC, a subsidiary of Advisor Software, Inc., is an asset management firm specializing in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors. Advisor Software recently acquired Advisor Partners and is a leading provider of advice solutions for the advisor market.

Click Here for a Full Job Description (PDF)

Posted 8/10/10: Teach for UC Berkeley Extension -- Use your knowledge and experience to make a real difference in people's lives. Teach for UC Berkeley Extension and enjoy the rewards that come with sharing your expertise with our highly motivated students. UC Berkeley Extension needs qualified instructors to teach the following courses: Fundamentals of Risk Management, Fundamentals of Finance, Financial Statement Analysis, Financial Securities Analysis, Basic Corporate Finance, and Taxation for Corporations and Other Flow through Entities. Click on the link below for complete information.

Click Here for a Full Job Description (PDF)

Posted 4/27/10: Cornerstone Wealth Management Inc. is seeking to fill the position of Manager of Operations & Planning Services. Located in San Ramon, the firm offers the opportunity to serve as the central nervous system of an award-winning, comprehensive financial planning firm. Combined roles include office management, para-planning, and managing the client experience. Ideal candidates have an interest and familiarity in general processes and procedures, software applications and technology, turning data
and dreams into financial plans, and a desire to create the best possible experience for colleagues, partners, and clients. Since all activities of the firm flow through this position, candidates must be proactive and industrious. Experience in the aforementioned skills required; financial planning experience a plus but not required. Visit www.cornerstonewmi.com for more info on the firm.

Click Here for a Full Job Description (PDF)

Posted 1/21/10: Ginsburg Financial Advisors, Inc. is seeking to fill the position of Financial Paraplanner, Full-Time. Located in Oakland, the firm is "one effective and cohesive business team. The successful candidates will work well as part of a team, understanding that a fun, cohesive and mutually supportive environment creates a winning experience for our staff, clients and vendors alike. Regular Staff Meetings, commitment to systematized processes and an “open door” policy are in place to facilitate good communication and a challenging, satisfying and rewarding work environment. Competitive compensation and benefits; mentoring opportunities for well-qualified candidates."

Click Here for a Full Job Description (PDF)

Posted 1/21/10: Ginsburg Financial Advisors, Inc. is seeking to fill the position of Senior Financial Paraplanner to Client Advisor. Located in Oakland, the firm is "one effective and cohesive business team. The successful candidates will work well as part of a team, understanding that a fun, cohesive and mutually supportive environment creates a winning experience for our staff, clients and vendors alike. Regular Staff Meetings, commitment to systematized processes and an “open door” policy are in place to facilitate good communication and a challenging, satisfying and rewarding work environment. Competitive compensation and benefits; mentoring opportunities for well-qualified candidates."

Click Here for a Full Job Description (PDF)

Posted 2/19/10: WEALTH MANAGER -- Grubman Financial, a comprehensive wealth management firm founded in 1996, manages $130 million in client assets for 110 high net worth individuals and families. The wealth manager is responsible for managing 40 – 50 client relationships, providing sophisticated advice regarding taxes, retirement planning, investments, estate planning and insurance. Responsibilities include the development and presentation of comprehensive financial plans, conducting periodic updates with clients, educating clients about the firm’s investment management policy, analyzing tax scenarios and presenting strategies, and providing ad hoc advice on insurance, debt and cash management, and the myriad of questions and issues that our clients bring to us for guidance.