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 Central Ohio members and a $50 fee for non members. Posting will post once payment is received.
All submitted job listings will be posted for TWO months unless FPA is notified by the employer that the position has been filled.
CURRENT JOB OPENINGS
The Joseph Group
The Wealth Advisory Associate creates leverage for Advisors and the Advisor Team by fielding tasks associated with The Joseph Group’s full-service financial planning model.
Keidan Financial Consultants, LLC
Keidan Financial Consultants is a small, independent financial planning office in Columbus, Ohio. We are hard-working, motivated and value integrity and respect and adhere to high ethics for our firm and employees. We are looking for an amiable, career-oriented individual who is passionate about helping our clients achieve their goals. We currently have an opening for a Client Services Associate who will also incorporate skills into an Associate Financial Advisor role.
Hamilton Capital, LLC
Hamilton Capital is seeking a dynamic professional to add to our Wealth Management Team. The Paraplanner is the foundational role in our Advisory track and is instrumental in building a career as a Financial Advisor. The individual in this role learns and fulfills a combination of the responsibilities of two key roles at our firm: Client Relations Representative and Associate Financial Advisor. A paraplanner first supports the team by providing exceptional service while assisting new and existing clients with establishment of new accounts, account transfers, and account service needs. While continuing to serve clients in that capacity, the Paraplanner also prepares for and memorializes client meetings, inputs data into and maintains our financial planning software, gathers data from clients, drafts comprehensive financial plans, and completes other activities to support our advisors and clients.