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Assistant Financial Planner Jobs in Ohio (NOW HIRING)

Mp Biomedicals

Assistant Financial Controller

Solon, OH · On-site

$90K - $100K/yr

Participate in ERP system enhancements and automation initiatives. * Develop and maintain ... Provide financial analysis to support decision-making. * Assist in identifying process improvements ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... process. * Assist with departmental projects and priorities such as training and supporting ...

Sequoia Financial Group Llc

Wealth Planner

Akron, OH · On-site

$51K - $70K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... process. * Assist with departmental projects and priorities such as training and supporting ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... process. * Assist with departmental projects and priorities such as training and supporting ...

LHH US

FP&A Analyst

Columbus, OH

$34 - $50/hr

Responsibilities * Assist with annual budgeting, monthly forecasting, and long-range financial planning processes. * Prepare financial models, variance analyses, and management reporting packages.

Race Winning Brands

Sr. FP&A Analyst

Mentor, OH · On-site

$76K - $95K/yr

Support daily, weekly, and monthly financial reporting activities. * Assist in maintaining rolling ... Collaborate with FP&A team members to gather data from operations, sales, and supply chain ...

Race Winning Brands

Sr. FP&A Analyst

Mentor, OH · On-site

$76K - $95K/yr

Support daily, weekly, and monthly financial reporting activities. * Assist in maintaining rolling ... Collaborate with FP&A team members to gather data from operations, sales, and supply chain ...

Race Winning Brands

Sr. FP&A Analyst

Mentor, OH

$76K - $95K/yr

Support daily, weekly, and monthly financial reporting activities. * Assist in maintaining rolling ... Collaborate with FP&A team members to gather data from operations, sales, and supply chain ...

Unison Risk Advisors

Financial Analyst

Cleveland, OH · On-site

Key Responsibilities Financial Planning & Analysis · Support and participate in the monthly forecasting process, including revenue, expense, and performance projections · Assist in the development ...

Rainmaker Resources, LLC

Manager FP&A

Cincinnati, OH

Essential Job Functions * Assist with leading and optimizing the System-wide budget and financial planning process for improved decision-making; resource to senior management on specific financial ...

Relevate Health

Senior FP&A Analyst

Cincinnati, OH · On-site

$82K - $102K/yr

The Lead FP&A Analyst serves as a strategic finance partner responsible for supporting enterprise ... Manages PowerBi dashboard including quarterly budget uploads and data validation * Assist with ...

Relevate Health

Senior FP&A Analyst

OH · On-site +1

$82K - $102K/yr

The Lead FP&A Analyst serves as a strategic finance partner responsible for supporting enterprise ... Manages PowerBi dashboard including quarterly budget uploads and data validation * Assist with ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Ohio

Assistant Financial Planner information

See Ohio salary details

$33.8K

$57.6K

$99.3K

How much do assistant financial planner jobs pay per year?

As of Aug 3, 2026, the average yearly pay for assistant financial planner in Ohio is $57,628.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,100.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Ohio? The most popular types of Financial Planner jobs in Ohio are:
What cities in Ohio are hiring for Assistant Financial Planner jobs? Cities in Ohio with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $57,628 per year, or $27.7 per hour.

Assistant Financial Analyst

The Superior Group

Columbus, OH • Hybrid

$60K - $65K/yr

Full-time

Medical, Dental, Life, PTO

Posted 13 days ago

Job description

Position: Assistant Financial Analyst
Reports to: Project Controls Manager
Location: Columbus, Ohio
Pay Range: $60,000 - $65,000

We consider several factors when preparing a compensation package for successful candidates.

Superior is looking for an Assistant Financial Analyst who will support Project Operations and finance teams through cost tracking, budget analysis, and financial reporting. The Assistant Financial Analyst focuses on monitoring project costs, analyzing budget variances, assisting with monthly projections, and supporting job closeout processes to help ensure financial accuracy and project success. The Assistant Financial Analyst will also identify cost-saving opportunities, assist with project audits, and provide reporting support to cross-functional teams. This role is based at our headquarters in Columbus, Ohio. 

Key Responsibilities 

  • Analyze project costs and track budget variances
  • Assist in preparing monthly cost projection templates with project managers
  • Audit new project setup within the accounting system
  • Monitor the monthly job closeout process
  • Assist in identifying cost saving opportunities and process improvements
  • Support Project Operations and Field Operations teams with financial reporting and other ad hoc requests
  • Provide guidance and support to finance interns as needed

Your Expertise

  • Required: You have earned your bachelor’s degree in Finance, Accounting, or a related field 
  • Required: You have at least 1 year of experience or an internship completed in project/operations finance, FP&A or a related field
  • Bonus Points: You are familiar with Finance or Project Management/Project Operations in the construction industry 
  • Bonus Points: You have experience building financial models in Excel and using Power BI or other data visualization and analytics tools

Our Benefits

We offer a range of professional and personal perks that you can enjoy as a member of Superior. Here are just a few examples of the benefits you can expect:

  • Health Insurance: We pay 100% of the insurance premium to cover you, your spouse, and eligible children
  • Dental Plan: We pay 100% of the insurance premium to cover you, your spouse, and eligible children
  • Long Term Disability, Short Term Disability, and Life Insurance: We pay 100% of the insurance premium to cover you
  • Vacation/PTO: You receive a minimum of three weeks of PTO per year
  • Health Savings Account: We contribute at least $750 to your HSA each year
  • Maternity and Parental Leave: New parents receive paid time off

About The Superior Group (Superior)

Superior is a national leader in electrical design and construction and among the largest electrical contractors in the U.S. From hospitals to data centers to corporate campuses and beyond, we bring power and connectivity to projects of every shape and size. Superior is part of MasTec (NYSE: MTZ), a Fortune 500 company and a large-scale infrastructure builder with deep experience across power delivery and generation, energy, communications, and heavy civil sectors.

Superior is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Superior is a Drug-Free workplace. Candidates must successfully pass criminal background check, pre-employment, and random drug screens.

If you need assistance with this job application, please contact recruitment@superiorgroup.net

#LI-Hybrid

Employment Type: FULL_TIME

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