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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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Financial Planner/Advisor
Title:Associate Advisor – Los Angeles, CA
Company:Silver Oak Wealth Advisors
Location:10866 Wilshire Blvd Ste 1270 Los Angeles, Ca 90024
Description:To apply for this financial planning career position please submit information to admin@silveroakwa.com and find more information about the company on www.silveroakwa.com

What we offer:

Silver Oak Wealth Advisors, LLC is an independent, fee-only RIA firm working with a diverse group of individuals and families to help them achieve their best financial well-being. We are seeking an Associate Advisor who will be working closely with the owner/senior advisor and support team in providing effective, high-touch comprehensive wealth management services that reflect both empathy and expertise.
We strongly value our culture of integrity, compassion, teamwork and continuous learning. As the Associate gains competence and embodies the firm's core values, the role will expand and take on greater responsibilities in client relationship management and business development.
Responsibilities:Attend client meetings on a regular basis.
Prepare materials for client meetings and follow through for action items, with attention to detail and accuracy.
Track client information and interactions, manage workflow and generate reports using CRM
Interact with clients over the phone and in-person professionally, respectfully and compassionately
Perform portfolio and financial planning analysis
Assist with investment research and portfolio construction using -----Morningstar Workstation, and place trades as back-up to the Trader
Participate in Investment Committee Meetings and coordinate with third-party consultants and fund managers
Research and pursue topics relevant to advisory competency, synthesize and report on information gathered from publications, conferences, and relevant meetings
Research and suggest new technology tools as appropriate
Participate in team-building activities, including staff meetings, strategic planning retreat, goal-setting (firm and personal), ongoing team gatherings and meetings with outside consultants
Requirements:Bachelor's degree from an accredited institution
Demonstrated passion for the profession
Completed or in pursuit of the CFP® designation
Strong interpersonal, written and communication skills
Strong financial and analytical skills
Advanced proficiency with MS Excel
Must be a self-starter, problem-solver and goal-oriented team player who is self-reflective, and with a commitment to continuous learning
Contact Info:To apply for this financial planning career position please submit information to admin@silveroakwa.com and find more information about the company on www.silveroakwa.com
Expiration Date:04/01/2020


Office Administration
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Para planner
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Office Space
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FPALA NexGen Happy Hour w/CalCPA Alliance
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