1

Associate Advisor Jobs in Ohio (NOW HIRING)

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Academic Advisor

Parma, OH ยท On-site

$40K - $50K/yr

... associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real ... Apply today! The primary focus of the Academic Advisor is to meet the academic advising and ...

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Account Advisor

Mason, OH ยท Hybrid

$18 - $21.25/hr

Account Advisor Account Advisor Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support ...

Interact daily with Clients, Management, Technicians, Service Staff, Sales Staff, Parts Associates ... Previous Service Advisor experience * CDK automotive software experience preferred but not required

Description In the role of Service Advisor , you will always strive to make our customers feel ... Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ...

In the role of Service Advisor , you will always strive to make our customers feel valued and heard ... Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ...

Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ... What you'll do as the Service Advisor: * Proactively greet all customers promptly with a ...

In the role of Service Advisor , you will always strive to make our customers feel valued and heard ... Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ...

Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ... What you'll do as the Service Advisor: * Proactively greet all customers promptly with a ...

Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ... What you'll do as the Service Advisor: * Proactively greet all customers promptly with a ...

Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ... What you'll do as the Service Advisor: * Proactively greet all customers promptly with a ...

Description In the role of Service Advisor , you will always strive to make our customers feel ... Associate recognition occurs daily through In-Store programs along with our monthly "Feed the ...

next page

Showing results 1-20

Associate Advisor information

See Ohio salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for associate advisor in Ohio is $24.65, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $28.32 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Ohio? The most popular types of Advisor jobs in Ohio are:
What job categories do people searching Associate Advisor jobs in Ohio look for? The top searched job categories for Associate Advisor jobs in Ohio are:
What cities in Ohio are hiring for Associate Advisor jobs? Cities in Ohio with the most Associate Advisor job openings:
Infographic showing various Associate Advisor job openings in Ohio as of June 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $51,282 per year, or $24.7 per hour.
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R Block

Cincinnati, OH โ€ข On-site

Full-time

Posted 20 days ago


Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
Day to day, you'll...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise

Required Qualifications
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Sponsored Job
#14425