Join the Team
We’re always looking for knowledgeable and dedicated individuals ready to support our clients and our community.
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.
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 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.
Be clear and kind
Empower our clients and each other
Do the right thing
Be generous with our time, knowledge and service
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.
Hybrid work model - in office / virtual
Health Reimbursement Account to assist with Medical Premiums and Expenses
Private office with window
Paid annual company retreat in different cities
Wealth and tax management support