Join the Team
We’re always looking for knowledgeable and dedicated individuals ready to support our clients and our community.
Career Opportunities
NorthAvenue is not actively hiring, so our LinkedIn hyperlinks are not active, but we encourage anyone interested in the roles below to email their resume and/or cover letter to Apply@NorthAvenueFA.com as we are continuously looking for great employees to help us grow.
Are you looking for a company where you can grow your career while being part of a dedicated and balanced team?
At NorthAvenue, we believe in smart, steady growth that allows us to focus on consistent, high-quality client service, career development and a healthy work-life balance. Successful teammates are motivated, detail-oriented and process-driven as well as approachable, genuine and collaborative.
Associate Advisor
The Associate Advisor is a key member of the advising team led by the Senior and Lead Financial Planners. This role will assist the Lead Financial Planners in delivering holistic financial planning advice to clients.
Client Service Associate
The Client Service Associate (CSA) provides essential operational support to the NorthAvenue advising team. They regularly interact with clients to help train them on the NorthAvenue Client Portal, maintain their Net Worth data, and assist them with outside providers such as employer 401k and insurance agents.
Mission & Values
OUR MISSION
Our mission is to deliver a consistent and transformative model of wealth management by providing an exceptional client experience with tax-focused expertise. We believe in a financial services model that empowers our clients, provides new opportunities to our employees, and uplifts women in our community.
OUR VALUES
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Be clear and kind
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Empower our clients and each other
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Do the right thing
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Be generous with our time, knowledge and service
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Seek knowledge and understanding
Join Our Team
At NorthAvenue, we pride ourselves on creating an inclusive and balanced company culture. We offer competitive benefits, hybrid work options and a convenient location in the heart of Clintonville.
BENEFITS
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Hybrid work model - in office / virtual
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Health Reimbursement Account to assist with Medical Premiums and Expenses
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401k
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Paid holidays
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Private office with window
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Paid annual company retreat in different cities
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Wealth and tax management support