Career Development Resources
       
  FPA East Bay Meeting Schedule      
       
  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.  
   
   
   
   
   
   
   
   
   
  Click Here for a Full Job Description (PDF)      
           
                         
       
  Associations, Organizations & Networks: Click on each line to jump to the organization's website  
         
  • FPA – www.fpanet.org - The largest network of financial planning professionals including allied professionals
    such as attorneys, accountants, and insurance agents. Has excellent career development information under
    “Career Center.”
         
  • The CFP® Board Website – www.cfp.net - The premier standard for the financial planning profession. Site  
    contains consumer information as well as information on how to obtain the CFP® credentials.  
         
  • NAPFA – www.napfa.org - The National Association of Personal Financial Advisors is the largest   
    professional association of comprehensive, Fee-Only financial planners in the United States.   
    Information for consumers and membership.
         
  • The CPA-PFS – http://pfp.aicpa.org/ - The Personal Financial Specialist (PFS) is the financial
    planning specialty accreditation held exclusively by certified public accountants (CPAs) who are 
    members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and
    expertise in a wide range of personal financial matters before being awarded the PFS.
       
         
  Books      
  Financial planners who have made the transition into financial planning as a new career have   
  recommended these books.  Please e-mail us to suggest additions to this list.  If you would like  
  to write a brief review and have it posted with attribution (or not), please send it to us.  
         
  • Getting Started as a Financial Planner – Jeffrey H. Rattiner  
  • Protecting Your Practice – Katherine Vessenes  
  • Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner  
         – Mitch Anthony, Carol Anderson, & Barry LaValley  
  • Deena Katz on Practice Management    
  • Best Practices for Financial Advisors – Mary Rowland  
  • The Wealth Management Index – Ross Levin    
  • Tools and Templates for your Practice – Deena Katz  
  • Asset Allocation – Roger C. Gibson    
  • Simple Asset Allocation Strategies – Roger C. Gibson  
  • The Simple Living Guide – Janet Luhrs    
  • The 7 Habits of Highly Effective People – Stephen R. Covey  
  • Who Moved My Cheese? – Spencer Johnson    
  • Making a Living Without a Job: Winning Ways for Creating Work that You Love – Barbara J. Winter  
       
       
  Magazines and Newsletters    
         
  There are numerous magazines that are dedicated to financial planners. Here are some of the best!  
  Most require membership in their organization or by subscription.  Click on each for their website  
         
  • Journal of Financial Planning (Financial Planning Association) - www.journalfp.net  
  • Inside Information (Bob Veres) www.bobveres.com  
  • Investment Advisor - www.investmentadvisor.com  
  • NAPFA Advisor – www.napfa.org  
  • Financial Advisor – www.financialadvisormagazine.com  
         
  And if you want to know what your prospective clients are reading:  
  • Money Magazine – http://money.cnn.com/  
  • Kiplinger Personal Finance Magazine - www.kiplinger.com  
  • Time – www.time.com  
  • Newsweek - www.msnbc.com/news/NW-front_Front.asp  
       
       
  Resources on Financial Planning as a Career:  
         
  • The FPA website has some excellent resources on how to get started in the financial planning  
    profession - www.fpanet.org/CareerPractice/    
  • FPA East Bay members are encouraged to submit articles to the FPA and the Journal  
       
       
  Education Programs (East Bay Area California)  
         
  These programs can help you meet the education requirements in order to sit for the CFP®; exam.   
   
  • Degreed Program: (Master of Science in Financial Planning) Golden Gate University  
  • Certificate Program: Golden Gate University, San Francisco  
  • Certificate Program: University of California - Berkeley  
  • Self Study Program: College for Financial Planning  
  • Self Study Program: Kaplan College    
  • Self Study Program: American College    
  • Other: National listing of education programs can be found at the CFP® Board's; website:   
    www.cfp.net/become/programs.asp    
       
       
  Registration (California)    
         
  For those who are looking to start their own business, you most likely will be required to register  
    with the State of California and/or the SEC.    
  • http://www.corp.ca.gov/SRD/default.asp for California requirements    
  • http://www.sec.gov/divisions/investment/imcontact.htm for Federal requirements  
   
   
       
    Here are useful links for more information about our Chapter, its activities, the FPA and more.  
     
    Return to Home Page Consumer Information   Membership Information  
    Board of Directors Directions & Map to Meetings More About Us  
    Calendar of Events FPA National Website   Newsletters (PDF Files)  
    Career Development FPA No. California Chapter Nor Cal Conference  
    CFP® Certification FPA San Francisco Chapter Our Chapter Sponsors  
    Committees (PDF Page) FPA Silicon Valley Chapter        
    Community Service Media & Press Information e-mail the Webmaster  
       
  Please send any comments or corrections to our webmaster, Steven "Shags" Shagrin at Shags@PlanningForLife.info
   
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