Career Development

Career Center

JOB SEEKERS

Listed below are companies that have career opportunities in the financial planning industry. If you would like to post an open position for your company on this website, please use link below.  Postings can be listed for 60 days. This is a free-of-charge benefit for FPA members and a $50 fee for non members. Posting will post once payment is received.

>> CLICK HERE to submit your Job Listing. <<

All submitted job listings will be posted for ONE month unless FPA is notified by the employer that the position has been filled.

CURRENT JOB OPENINGS

06/24/2020

Client Service Manager

NorthAvenue Financial Advocates

Columbus

The Client Service Manager (CSM) provides operational support to the advising team led by the Senior Financial Planners. The CSM serves as the liaison that facilitates the relationship between the client and the custodian, ensuring all required forms, documents and other client specific requests are prepared and processed in a timely manner.

06/24/2020

Associate Advisor

NorthAvenue Financial Advocates

Columbus

The Associate Advisor is a key member of the advising team led by the Senior Financial Planners. This role will assist the Senior Financial Planners in the delivery of holistic financial planning advice to clients. This position is responsible for providing support in the areas of attending and documenting all client meetings, providing direction to clients and staff on their respective follow-up action items, as well as monitoring client tasks and workflows.