ZipRecruiter

Log In

1

Assistant Financial Planner Jobs in Ohio (NOW HIRING)

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 ...

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 ...

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 ...

Unison Risk Advisors

Financial Analyst

Cleveland, OH · On-site +1

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

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 ...

ERM

Manager, Financial Planning and Analysis

Columbus, OH · On-site

$90K - $110K/yr

Analyze and interpret financial data, communicating key insights to internal stakeholders. * Assist ... Provide ad-hoc FP&A support for North America Partners and Staff. * Build strong working ...

Thrivent

Administrative Assistant

Perrysburg, OH · On-site

$17 - $22.75/hr

The Administrative Assistant reports to and is employed by Toledo Area Assocaites. This is a ... Financial * OH Life and Health Insurance licensed preferred, not required Competencies * Planning ...

LeafHome

Senior Financial Analyst FP&A

Toledo, OH · On-site

$110K - $120K/yr

The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations leadership team. Essential Duties and ...

LeafHome

Senior Financial Analyst FP&A

Toledo, OH · On-site

$110K - $120K/yr

The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations leadership team. Essential Duties and ...

Fusion HCR

Senior Financial Analyst

Miamisburg, OH · On-site

$76K - $95K/yr

This role is responsible for financial planning and analysis, budgeting, forecasting, financial ... decision-making. * Assist with annual budgeting and forecasting processes across multiple ...

MRINetwork

Senior Financial Analyst

Columbus, OH

$79K - $99K/yr

... A processes and functions for The Company as well as exposure to entity reporting and control ... Consolidate and analyze monthly financial forecasts and annual budgets * Assist in the development ...

MRINetwork

Senior Financial Analyst

Columbus, OH · On-site

$79K - $99K/yr

... A processes and functions for The Company as well as exposure to entity reporting and control ... Consolidate and analyze monthly financial forecasts and annual budgets * Assist in the development ...

previous pagenext page

Showing results 21-40

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 11, 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 is an assistant financial planner?

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,628 per year, or $27.7 per hour.

Sr. FP&A Analyst

Race Winning Brands

Mentor, OH • On-site

$76K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Race Winning Brands rating

7.9

Company rating: 7.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Description:

Race Winning Brands (RWB) is the leading manufacturer of racing and high-performance parts sold to automotive and powersports markets. RWB is the preferred source for high-end pistons, engine blocks, cylinder heads, intake manifolds, connecting rods, crankshafts, clutches, transmissions, springs and other engine and driveline- related performance components.

JOB SUMMARY:

The Sr. FP&A Analyst is a key member of the Finance department and supports the Financial Analyst in all reporting and analysis efforts. This individual is responsible for supporting aspects of budgeting, planning and analysis for the overall organization. The position will work within the Finance Department and will support management to design/create and improve complex financial models (including P&L, Balance Sheet, and Bank Covenants Tracking) and support the annual budget development. This position will analyze key areas of the business to aid in the review and/or improvement of business performance (KPI’s, performance metrics, trend analysis, etc.). The successful candidate will be expected to routinely provide opportunities for improvement to financial management.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Support daily, weekly, and monthly financial reporting activities.
  • Assist in maintaining rolling forecasts and short-term cash flow inputs.
  • Prepare standard revenue, margin, and working capital analysis reports.
  • Help track key margin drivers such as pricing, volume, mix, and costs.
  • Update and maintain recurring dashboards and management reports.
  • Support profitability analysis by brand, product, or customer using established templates.
  • Collaborate with FP&A team members to gather data from operations, sales, and supply chain.
  • Assist with annual budget preparation and periodic forecast updates.
  • Perform ad-hoc financial analysis and data validation as needed.
  • Assist with annual budget preparation.

Typical Weekly Activities

  • Update weekly sales and forecast tracking files.
  • Run standard variance and trend reports.
  • Refresh dashboards and recurring management reporting.
  • Participate in internal FP&A and cross-functional review meetings.
  • Validate data accuracy and investigate basic variances or anomalies.
  • Escalate risks, data issues, or unusual trends to senior team members.

Development & Growth

  • Gain hands-on experience with FP&A reporting, forecasting, and performance analysis.
  • Build a strong foundation in financial modeling and business drivers.
  • Increase responsibility and analytical ownership over time with mentorship from senior FP&A team members.
  • Opportunity to progress into an FP&A Analyst role based on performance and business needs.
  • Experiment with AI tools to improve efficiency and accuracy
Requirements:
  • Bachelor’s degree in Finance, Accounting, or a related field.
  • 5 years of experience in finance, accounting, or an analytical role.
  • Financial statements (P&L, Balance Sheet, Cash Flow).
  • Strong Excel skills, including formulas, pivot tables, and basic data analysis.
  • Exposure to ERP or financial systems is a plus.
  • Interest in manufacturing, consumer products, or operations-driven businesses preferred.
  • Strong attention to detail, willingness to learn, and ability to follow structured processes.
  • Clear communicator with a team-oriented mindset.

What You Will Get:

  • Eligible for medical, dental, vision insurance as of day one
  • Employer paid life and disability insurance
  • HSA with employer contributions
  • 401(K) retirement plan with company match
  • Employee wellness and assistance programs
  • Paid maternity/paternity Leave
  • Paid time off
  • Up to 10 paid company holidays

EEO Statement: Race Winning Brands provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristics protected by federal, state, or local laws.



What Race Winning Brands employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom