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FPALA Jobs Board

Welcome to the FPALA job board. Looking for a job, need to fill a position? You have come to the right place! Be sure to click on all the categories to view the positions available. Our job board is for our members only, but you do not have to be a member to respond to an ad. Members will be able to post your job openings.
We have pre-selected 5 different job categories: If your job does not fit into any one of these categories, please contact our webmaster at: fpa@emaoffice.com, so that it can be added in. Help our keep our job board up-to-date!

When you fill the position, please email us at fpa@emaoffice.com so we can remove it from the job board. All jobs will be removed after 60 days. Thank you for your help! Please note: To post a job, YOU MUST BE LOGGED IN.

Business Development
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Client Services
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Financial Planner/Advisor
Title:Financial Planning Intern
Company:Mana Financial Life Design
Location:Los Angeles Area
Description:At Mana Financial Life Design, we believe everyone can find meaning in money. As a Registered Investment Advisor, Mana was created to deliver a new model of service: one that empowers our clients to structure their ideal lives everyday and begin living it today. Co-Founders Cristina and Stephanie are passionate about what we are creating. We are looking for two interns to join the movement. While helping you potentially earn education credits and gain valuable CFP® work experience requirements, you will also learn from a new generation of financial planners determined to shake up the financial advice industry.

We are looking for two interns in the Los Angeles area for a long-term internship with potential for a full-time position. As a crucial part of our team, you will be involved with all aspects of running a successful financial planning firm. You will be expected to become a ninja of our financial planning software, managing our client experience, and have innovative ideas to grow the business. If interested please send us your resume & cover letter to get the process started.
Responsibilities:
  • Oversee scheduling for meetings with new and existing clients.
  • Set up prospective clients and maintain existing clients within Mana's technology stack.
  • Document meetings within Mana's client relationship management system.
  • Review client cash flow by categorizing expenses and creating summary views in Excel.
  • Build and maintain Trello Board for each client for Mana internal tracking.
  • Assist with client deliverables, which may include researching specific financial topics, performing analysis on data, creating charts to visualize analysis, or branding deliverables.
  • Create content for social media or blog posts.
Requirements:
  • Candidate with a GPA of 3.2 or higher
  • Working knowledge of certain Microsoft products, including, Word, Excel, Outlook, PowerPoint, and Windows
  • Self-motivated
  • Strong analytical skills
  • Detail-oriented
  • Ability to multi-task
  • Highly organized
  • Superior written and verbal communication skills
Contact Info:cristina@manafld.com
Expiration Date:12/26/2018


Title:Client Advisor
Company:Massey Quick Simon
Location:Los Angeles, California
Description:About Massey Quick Simon

Massey Quick was founded in 2004 to create a different kind of wealth management - one that suits its clients' best interests as a fiduciary by seeking to align the firm's goals with those of our clients and offer objective professional advice. On April of 2017, we underwent a merger with William E. Simon & Sons, our two firms have joined to form Massey Quick Simon and together we provide wealth management, investment consulting and family office services to high net worth individuals, families, endowments, foundations, and single family offices.

Why Work at Massey Quick Simon?

Massey Quick Simon's culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement. You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.
Responsibilities:Duties & Responsibilities
  • Becoming knowledgeable about the company's methodology for acquiring new clients, prospecting and acquiring new clients that meet the criteria of the company
  • Initiating and developing relationships with high-net worth individuals, endowments and foundations, particularly in the greater Los Angeles marketplace
  • Establishing and nurturing new client relationships, COI (center of influence) relationships, and warm leads from the Partner overseeing the Los Angeles office via direct sales strategies, marketing initiatives, and implementation of firm mandated marketing plans.
  • Facilitating communications and meetings between clients and the Company
  • Provide financial planning and investment advice to clients and prospects.
  • Engage clients and prospects on personal finance topics, including debt management, savings objectives and strategies, personal and family budgeting, cash flow projections, estate planning considerations, tax efficiency, protection planning through insurance, and retirement.
  • Assisting in responding to customer inquiries and requests including advice on current or proposed investments
  • Constructing customized multi-manager portfolios for clients within the approved investment platform
  • Construct and monitor Investment Policy Statements.
  • Keep current on investments within client portfolios across all asset classes (i.e. equities, fixed income, and alternatives).
  • Implementation of client investment plans,
  • Overseeing the opening of new accounts with custodians and hedge fund managers,
  • Maintaining data in the Firm's Financial Planning and CRM systems
  • Taking responsibility as the primary Relationship Manager for those clients that you bring to the Company
  • Organize and lead client meetings and phone conferences.
  • Develop relationships with COI's to triangulate the team and better serve the client.
  • Interact with third party service providers (i.e. outside custodians, reporting providers, and other advisors).
  • Monitor client liquidity needs and daily account activity reports.
  • Review monthly/quarterly client performance reports.
  • Oversee documentation process for account opening, investments, money movement, and other account maintenance.
  • Maintain client confidentiality and assist in identifying potentially fraudulent activity.

Professional Leadership
  • Opportunity to Manage and develop junior employees.
  • Help to foster a positive atmosphere within the office and with clients.
  • Encourage teamwork and a collaborative spirit among colleagues.
  • Represent professional behavior and etiquette at all times.
  • Demonstrate a desire to develop professionally and personally.
  • Stay current and knowledgeable of changing industry initiatives and market conditions.

Compensation & Benefits
  • Salary, Revenue sharing/Commission, and (if applicable) bonus are competitive based on industry standards and experience level.
  • Benefits include dental, vision, health care, and 401(k) with company match.
  • Financial support for professional accreditation and continuing education requirements.
  • Transparent open door culture and friendly working environment.
  • Every employee is provided with a dedicated mentor and career path guidance.
Requirements:Qualifications
  • CERTIFIED FINANCIAL PLANNERTM certification required.
  • Bachelor's degree with a GPA greater than 3.0
  • Minimum of 3-5 years of relevant experience.
  • Strong organizational, time management, and written/oral communication skills.
  • Process-driven and proactive with excellent problem solving and analytical skills.
  • Strong attention to detail.
  • Ability to manage multiple tasks while meeting deadlines.
  • Experience with Microsoft Office, particularly Excel, Outlook, and Word.
Contact Info:Application Process

To apply, please submit a cover letter and resume to and complete the online application http://www.hrmcacclaim.com/ho3/abw/job_redirect.asp?did=98&jid=157
Expiration Date:12/26/2018


Office Administration
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Para planner
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Office Space
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Upcoming Events:

27
Oct
 
ProBono: Financial Counseling Sessions with the public (Los Angeles Public Library Financial Literacy Day)
Saturday | October 27, 2018 10:30 A.M.
17
Nov
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | November 17, 2018 10:00 A.M.
13
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 13, 2018 11:45 P.M.
15
Jan
 
FPALA Women's Mixer
Tuesday | January 15, 2019 12:45 P.M.
25
Jan
 
FPA Southwest Regional Conference
Friday | January 25, 2019 4:00 P.M.
21
Feb
 
Bi-Monthly meeting
Thursday | February 21, 2019 12:45 P.M.
27
Mar
 
FPALA Mixer
Wednesday | March 27, 2019 12:45 P.M.
25
Apr
 
Bi-Monthly meeting
Thursday | April 25, 2019 12:45 P.M.
18
May
 
FPALA Mixer
Saturday | May 18, 2019 12:45 P.M.
View Calendar >>
 

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