Career/Practice 
Job Listings
Job Listings
Job Listings
The following opportunities have been posted on behalf of our Financial Planning Association members and are updated weekly. Each posting remains on the website for one month. All job postings are provided as a service to our members and the chapter assumes no liability.
To inquire about an opportunity, please contact the listing company directly using the information provided in the "How to Apply" section.
To post a job listing go to Submit Your Job Listing.
Results 1 - 15 of 16
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Job Listings/Employment Opportunities
The Edward Jones Financial Advisor Opportunity
Prepare yourself for a brand new career, one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 12,000 offices in the United States and Canada and more than 85 years of serving individual investors. As an Edward Jones Financial Advisor, you can take charge of your career and your income as you form meaningful, long-term relationships with clients as you help them achieve...
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Job Listings/Employment Opportunities
Job Title: FINANCIAL PROFESSIONAL - CA, MIDDLE PENNISULA AREA (2744)
Job ID: 16745
Company Description
AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment...
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Job Listings/Employment Opportunities
Financial Representative - Guardian
Description
FINANCIAL REPRESENTATIVE Past experience in financial planning and advising, accounting, law and other professions can be applied to this position for entrepreneurial, disciplined individuals with a strong work...
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Job Listings/Employment Opportunities
Financial Advisors - Pacific Advisors
Description
Comprehensive Financial Planning for Business and Families. Helping our clients to have a great life for the rest of their lives.
Focused on: Education planning, Retirment planning, Estate Planning, Charity Planning. ...
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Job Listings/Employment Opportunities
Sensiba San Filippo is currently seeking an experienced, hands-on Controller who will be responsible for the finance and accounting functions of the firm, driving process improvement and operational activities that support the firm strategy while being responsible for the ongoing monitoring of control systems designed to preserve firm assets and report accurate financial results. The Controller works closely with finance personnel, administrative staff, departmental heads, as well...
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Job Listings/Seeking Employment / Internships
Position Sought: Part-time Paraplanner
*POSITION DESCRIPTION:
I am seeking a part time position as Paraplanner. My goal is to begin accumulating work experience to meet the experience requirement to become a CFP. I am available most Fridays all day and can do some additional work remotely during the evenings and weekends. I have passed the following examinations: CFP Certification Examination, Series 65 Examination and the California Life and Health Insurance Examination. Please see...
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Job Listings/Employment Opportunities
Opes Advisors, an independently owned wealth management and full service mortgage banking firm, is currently seeking a Client Service Associate for their wealth management group in Palo Alto. The Client Service Associate is designed to lead to a Financial Planner or Investment Analyst career and qualifies for the experience requirement for the CFP.
Duties and Responsibilities:
Investment Services
Guide new clients through the process of moving their accounts to the...
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Job Listings/Internships
Financial Planning Intern
Wealth management firm is seeking a partâtime intern. The intern will have the opportunity to learn about different aspects of the investment and financial planning process. This is a paid internship estimated to last up to 1 year
Depending on qualifications and experience, this may include opportunities to provide supervised assistance in areas such as:
Investment Management research, analysis and reports
Administration and Operations (No more than...
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Job Listings/Employment Opportunities
We are looking for a candidate to fill our brokerage Operations Assistant position. The successful candidate must be detail oriented, organized, able to multi-task, computer savvy, and solve problems efficiently. They must be friendly and professional when interacting with clients, staff, and vendors.
The position duties include securities trading, compliance tracking, new business processing, account service, and securities research. This position will include training and a path for growth...
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Job Listings/Employment Opportunities
We are looking for a candidate to fill our brokerage Operations Assistant position. The successful candidate must be detail oriented, organized, able to multi-task, computer savvy, and solve problems efficiently. They must be friendly and professional when interacting with clients, staff, and vendors.
The position duties include securities trading, compliance tracking, new business processing, account service, and securities research. This position will include training and a path for growth...
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Job Listings/Employment Opportunities
Sole practitioner seeking junior registered representative to service and grow existing clientele.
Person must be Series 7 licensed with a minimum of two years experience in investment and retirement planning.
Position is located in Salinas, CA. Some travel within Central California is required with an emphasis on the design, implementation and investment management of retirement and estate plans for small business owners in the agricultural community.
Compensation and benefit package is...
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Job Listings/Employment Opportunities
Comprehensive Financial Planning Firm seeks Financial Advisor
One Stop Balance Sheet Services
Own Your Own Franciiase
Competitive Benefits Package
Outstanding Support and Training System
Contact Linda Yu
linda_yu@glic.com
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Job Listings/Employment Opportunities
Senior Portfolio Manager/Financial Advisor
San Francisco Bay Area
Job Description
Portfolio Manager/Financial Advisor
A SEC Registered Investment Advisor is seeking a highly motivated and experienced Portfolio Manager. The candidate will participate as a member of the firm’s investment committee and also function in a business development capacity. The Firm’s investment portfolio consists of individual stocks and bonds which the Firm...
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Job Listings/Employment Opportunities
New York Life Insurance Company (NYLIC) is the largest mutual life insurance company in the United States, and one of the largest life insurers in the world2. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies.
Founded in 1845 and headquartered in New York City, New York Life maintains operations in all 50 states and eight overseas markets through a network of 17,000 employees and 104,000 licensed agents. New York...
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Job Listings/Employment Opportunities
Part time administrative Assistant
We are a financial advisory firm looking for a qualified part-time (10-20 hours per week) administrative assistant. Applicant must be organized, friendly, reliable, and flexible. Strong computer skills required; IT experience is a big plus. Attention to detail and ability to follow directions is imperative. Applicant must have no criminal history. Must be trustworthy as position will require handling confidential information. Job...
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