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Assistant Financial Planner Jobs in Ohio (NOW HIRING)

Senior Financial Analyst

Miamisburg, OH

$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 ...

Sr. Financial Analyst

Cincinnati, OH · On-site

$82K - $102K/yr

Support long-range planning activities through model maintenance, assumption updates, scenario analysis, and preparation of planning outputs * Assist with strategic finance projects, including ...

Senior Financial Analyst

Columbus, OH

$82K - $102K/yr

Position Responsibilities Commercial Finance & Demand Planning * Pricing and New Business: Partner with the Sales and Product Management teams to evaluate pricing strategies, assist in new product ...

Financial Planning Analyst IV

Dayton, OH · On-site +1

$83K - $132K/yr

Lead and direct the implementation of new financial reporting-related systems * Assist departmental ... AFP) FP&A, or related certification is preferred and provides credit for one year of related ...

Support the SVP of Finance with financial analysis, reporting, budgeting, forecasting, and planning. * Assist with month-end and period-end close activities, including reviewing and reconciling ...

... financial planning activities * Coordinate with corporate finance teams to meet reporting ... * Assist with special projects, financial analyses, and ad hoc reporting requests as needed What ...

Senior Financial Analyst

Columbus, OH · On-site

$82K - $102K/yr

About the Role We are seeking a skilled and driven Senior Financial Analyst, FP&A to join our high ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Senior Financial Analyst

Columbus, OH · On-site

$100K - $120K/yr

About the Role We are seeking a skilled and driven Senior Financial Analyst, FP&A to join our high ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Showing results 41-60

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 Sep 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 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 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 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 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 most commonly searched types of Financial Planner jobs in Ohio?

The most popular types of Financial Planner jobs in Ohio are:

Infographic showing various Assistant Financial Planner job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $57,628 per year, or $27.7 per hour.

Manager, Financial Planning & Analysis

RHINESTAHL CORPORATION

Mason, OH

$99K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago


Job description

About RH Aero Systems

RH Aero Systems is setting the standard for aviation tooling, support equipment and services. We deliver capability across custom-designed Ground Support Equipment, OEM-licensed engine and airframe tooling, 26 global service centers and innovative engineered solutions for OEMs, MROs and Operators worldwide. RH Aero Systems’ global headquarters is in Mason, Ohio, USA. For further details visit RHAero.com.

About the Role

We’re looking for a sharp, self-directed Financial Planning & Analysis (FP&A) Manager to serve as the analytical engine behind our financial analysis, reporting and decision support. This is a high-visibility role that works directly with the CFO, senior leadership and our investors, translating complex financial data into clear narratives that drive action. You’ll own delivering timely and relevant financial reports and insights, proactive analysis, and critical investment and resourcing decision support to drive profitable growth and operational excellence across the organization. The successful candidate will be comfortable with the spectrum of both tenacious financial analysis methods and formal Board reporting. Winning in this role is accomplished by partnering with fellow finance and accounting team members across borders along with cross functional business partners across the organization to enable the successful delivery of key business goals.

Key Responsibilities

  • Lead Financial Analysis and Insights across driver-based forecasts, scenario analyses and monthly/quarterly/annual reporting packages – leading to valuable insights, recommendation and decision support.   
  • Develop and maintain integrated financial models supporting revenue, profitability, cash flow, and capital expenditure planning.
  • Publish monthly actual financial results to include commentary on key business performance indicators and variances against budget, prior forecast.
  • Support long-range strategic planning and scenario analysis to evaluate growth opportunities and business risks.
  • Provide detailed analysis of financial and operational performance, identifying trends, risks, and opportunities.
  • Conduct profitability analyses by customer, program, product line, and business unit. Collaborate with operations, engineering, program management, supply chain, and sales teams to improve financial performance.
  • Monitor revenue, bookings, backlog, labor utilization, manufacturing efficiency, and margin performance.
  • Support board presentations, lender reporting, and other external financial reporting requirements as needed.
  • Support pricing strategies, customer proposals, and investment decisions through financial analysis.
  • Evaluate capital investment opportunities and business cases for equipment, facilities, technology, and growth initiatives.
  • Assist in merger and acquisition evaluations, integration planning, and strategic growth initiatives when applicable.
  • Analyze manufacturing costs, labor productivity, overhead absorption, and inventory performance, with your financial analyst.
  • Identify cost reduction opportunities and support continuous improvement initiatives.
  • Enhance data integrity, automation, and reporting capabilities within ERP and business intelligence systems.
  • Lead and develop FP&A analysts and Treasury Manager.
  • Supports other finance and business partners as needed

Qualifications and Experience

  • Bachelor's degree in Finance, Accounting, Economics, or related field required.
  • MBA, CPA, CMA, or CFA preferred.
  • 10+ years of progressive finance, FP&A, or corporate finance experience.
  • Experience within Big 4 Professional Services and Accounting firms, Private Equity, aerospace, defense, manufacturing, industrial, or engineered products environments strongly preferred.
  • Ability to balance ad-hoc and scheduled work effectively, to prioritize work meeting the needs of stakeholders – you are comfortable performing analyses quickly to respond with insights with speed and at the pace required.
  • Experience supporting organizations with annual revenues of $250 million+ preferred.
  • Experience leading other team members preferred.
  • Mastery level financial modeling, forecasting, and analytical capabilities.
  • Demonstrated ability to influence business decisions through data-driven analysis.
  • Demonstrated experience with accounting close processes, ERP systems and BI platforms
  • Advanced Microsoft Excel capability
  • Excellent interpersonal and communication skills with all levels
  • Winning and collaborative disposition
  • Commitment to company values and business ethics.
  • This role is based in Mason, Ohio.
  • Candidates must be U.S. citizens .

Other Information

We offer a comprehensive benefits package designed to support our team’s health, financial security, and overall well-being. The company offers competitive medical, dental, and vision plans, HSA and FSA plans, Mental health resources, and employee assistance programs. We offer Paid Parental Leave, Company Paid Long Term Disability, competitive 401k employer match, floating holiday, tuition reimbursement program, amongst other benefits.

We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. The company participates in E-Verify as required by law.