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.
Results 1 - 10 of 10
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Job Listings/Employment Opportunities
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.
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Job Listings/Seeking Employment / Internships
I am seeking a Financial Planner position. I recently graduated from Utah State University with a Master's Degree. I minored in Personal Financial Planning, and am looking to begin my career as a Financial Planner in the San Jose/San Fransisco area. I am looking to join a firm that does holistic financial planning. I have taken the required courses for the CFP exam. My resume is attached.
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Job Listings/Internships
I'm a CFP student at UCSC-Extension seeking an entry-level financial advisor position, or an internship. My resume is attached below. Thank you for your interest!
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Job Listings/Employment Opportunities
Description: Comprehensive Financial Planning Firm.
Opening opportunities in CA with 15 locations, and Nationawide openings.
We are looking for the person who is interested in Financial Services as his/her career with a strong firm of 150 years. For more Details
Pacific Advisors, comprehensive financial planning firm, is seeking a person interested in opening a financial services franchise with our support and full training system with a strong firm of 150 years. Position is for Financial...
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Job Listings/Internships
Wellspring Consulting is seeking an intern who wants to be involved in financial planning and implementation. The intern will have opportunities to learn all subject areas in the CFP program, which includes not only investment management, but also income tax planning, insurance (life, disability, LTC and health), estate and retirement planning. A major part of the job will support the implementation of recommendations from financial plans, including research, product evaluation, new account...
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Job Listings/Seeking Employment / Internships
Seeking a position in a small to mid-sized firm, providing financial planning and asset management services.
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Job Listings/Internships
Opes Advisors is currently seeking an Investment Advisor.
Founded in 2004, Opes is a rapidly growing, independent financial advisory firm that includes an Investment Management division and a Residential Mortgage Banking division. By successfully integrating our areas of financial expertise, we are uniquely able to provide clients with guidance in positioning their stocks & bonds, real estate, and real estate financing to develop an integrated strategy that is most effective in turning...
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Job Listings/Employment Opportunities
Opes Advisors, Inc., an independently owned and registered Investment Advisory firm, is currently seeking a Client Service associate for our Palo Alto, California office.
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Job Listings/Employment Opportunities
The Financial Advisor Associate is an entry-level position responsible for
marketing, administrative and financial planning support for the firm’s senior
financial advisors. With time and experience we expect the person in this position
to take on broad responsibility for supporting clients and developing new clients.
Specific duties of this position include:
Using software tools to develop tax plans, retirement plans, and charitable giving illustrations
Maintaining...
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Job Listings/Seeking Employment / Internships
Sharon L. Kampner
27 Alhambra Street
San Francisco, CA 94123
312. 622.1033
skampner@chicagobooth.edu
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