Employment Opportunities & Classifieds

The Job Postings section of our website is a service offered to member firms of the FPA SF. All job postings will expire after 60 days. Please submit your ad in an email using the jobs postings form or as an attachment to info@fpasf.org.

Job Opportunities

**Search nationally available job listings on the Job Board at OneFPA.org and the CFP Board Career Center.

CFP Board Career Center

October 13, 2017

Charles Schwab is currently seeking Wealth Management Return to Work Intern.  There are positions in various locations. Click here for more information


October 4, 2017

JLFranklin Wealth Planning is seeking an Associate Wealth Advisor to join our small team of fee-only comprehensive financial planners. The position is located in our Larkspur office, in Marin County. Click here for more information


September 26, 2017

Braziel & Associates, LLC is seeking a Financial Planner Assistant. The position is located in Roseville, CA. Click here for more information


September 18, 2017

Benjamin Wong, CFP® & Associates is currently seeking a Senior Administration Manager.  The position is located in Pleasanton, CA. Click here for more information


September 18, 2017

Ballast Point Financial Planning is seeking a Paraplanner.  The position is located in Burlingame, CA. Click here for more information


September 18, 2017

Parallel Advisors, LLC is currently seeking a Wealth Planning Strategist , Operations Associate – Client Service , Operations Associate – Core Service , and Controller-HR Manager .  All positions are located in San Francisco, CA.  Click on the above position titles for more information.


August 24, 2017

ZRC Wealth Management, LLC is seeking a Client Service Associate.  The position is located in their Santa Rosa office. Click here for more information


August 21, 2017

WealthValues is currently looking to hire a full-time Financial Paraplanner.  The position is located in their Menlo Park office.  Click here for more information


 

Jobs Wanted

Bay Area CFP® seeks to join Bay Area, Santa Cruz or Monterey area RIA Advisory Team

– 5+ years experience at Bay Area RIAs
– 4 years experience at municipal bond broker/dealer
– Executive Certificate in Financial Planning, San Francisco State University/Kaplan
– B.A. Business Economics, U.C. Santa Cruz
– Organizer, Financial Planners in the Library program through FPA of Silicon Valley Pro Bono Committee
– Interested in ownership/Partner track opportunities

Until I find the right advisor role, available to work with RIAs as contract Paraplanner at rate of $57/hr. and attend client meetings as second/support CFP® at rate of $95/hr. Please click here to access my resume for relevant skills, software and systems. Thank you.

Gary J. Rousselo, Jr. CFP®
Cell/text: 650-445-1666
garyr@ymail.com

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