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 contact FPA Central Ohio.  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.

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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


11/16/2017

Client Experience Manager

Capstone Wealth Partners, LTD

Dublin

Our mission at Capstone is to create the ideal client experience from first impression to lifelong client. As the Client Experience Manager, your number one role will be to enhance the overall client experience at Capstone by supporting our advisors in all areas of client service

11/13/2017

Investment Operations Associate

The Joseph Group

Columbus

As a member of The Joseph Group’s Investment Team, the Investment Operations Associate will implement the firm’s investment strategies across client accounts and platforms. The Investment Operations Associate will become the super user of our trade rebalancing software and will monitor portfolio allocations to make sure portfolios are in line with TJG’s target allocations.

11/06/2017

Client Concierge

The Joseph Group

Columbus

The Client Concierge is the gateway to hospitality at The Joseph Group. This role is responsible for scheduling Client as well as other meetings and keeping the office cadence. Additional priorities include greeting/directing clients and other visitors and driving first impressions consistent with TJG’s focus on a high level of care and service as well as taking care of the office.