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Associate Advisor Jobs in Ohio (NOW HIRING)

Associate Wealth Advisor

Columbus, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. * Advanced capability of all wealth, investment, and financial ...

Service Advisor

Marysville, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Marysville, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Columbus, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Delaware, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Columbus, OH

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Columbus, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Columbus, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Service Advisor

Marysville, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Showing results 21-40

Associate Advisor information

See Ohio salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Aug 14, 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?

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 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 August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, 1% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,282 per year, or $24.7 per hour.

Associate Philanthropic Advisor

Cleveland Foundation Inc

Cleveland, OH

$58K - $71K/yr

Full-time

Posted 21 days ago


Job description

Description


About Us


The Cleveland Foundation, established in 1914 as the world's first community foundation, continues to shape the future of place-based philanthropy more than a century later. With $3.9 billion in assets and a legacy of bold leadership, we are driven by a commitment to improve the lives of everyone who calls Greater Cleveland home, today and for generations to come.


Joining our team means becoming part of a culture that blends history-making impact with forward-looking innovation. Our vision is a vibrant Northeast Ohio where no Clevelander is left behind. Every team member plays a key role in advancing this vision by tackling Cleveland's most critical issues, championing opportunities for all, and helping unlock the full potential of our region.


Our headquarters in the heart of MidTown places us at the center of a historic neighborhood and growing district, surrounded by partners, community leaders and residents who are reimagining what's possible for our city. Here, you'll work in a dynamic, collaborative environment designed to spark creativity, deepen relationships, and accelerate change.


At the Cleveland Foundation, you can be part of building a stronger future for every Clevelander.


About You


You are a relationship-driven professional who thrives on helping others realize their philanthropic vision. You bring a blend of strategic thinking and empathy to your work, enabling you to guide donors through meaningful giving experiences that align with both their values and the foundation's mission. You are energized by collaboration, whether it's working with donors, internal teams, or community partners, and you're comfortable navigating complex conversations with clarity and care.


You are also highly organized and proactive, with a strong ability to manage multiple priorities and projects simultaneously. You are tech-savvy, confident in your communication skills, and eager to contribute to a culture of equity, inclusion, and innovation. If you're passionate about making a lasting impact through philanthropy and enjoy being part of a dynamic, mission-driven team, this role is a great fit for you.


Job Summary


The Associate Philanthropic Advisor plays a key role in cultivating and managing relationships with donors to support their philanthropic goals through strategic advising and engagement. This position contributes to the organization's mission by securing outright and planned gifts, aligning donor interests with the foundation's priorities and enhancing donor stewardship. The role collaborates across departments to deliver personalized service and impactful giving experiences. This position reports to one of two Directors on the Philanthropy team.


Key Responsibilities

  • Manage and progressively expand a portfolio of donors-including individuals, families, corporations, and nonprofits-supporting increasingly complex philanthropic goals and relationships over time.
  • Serve as a trusted primary advisor for assigned donors, taking growing responsibility for relationship management, fund oversight, and delivery of high-quality service aligned with the foundation's philanthropic model.
  • Deepen donor engagement by increasingly aligning donor interests with the foundation's programmatic priorities in the impact agenda, contributing to long-term, systems-level community impact and immediate impact.
  • Design and deliver compelling donor presentations and personalized learning sessions, building expertise in legacy planning, philanthropic strategy, and multi-generational family engagement.
  • Collaborate proactively across departments to identify cultivation and co-funding opportunities, contributing to more coordinated donor strategies, stewardship efforts, and engagement experiences.
  • Take on expanding responsibility within strategic initiatives and special projects, supporting-and over time leading-discrete workstreams under the guidance of the Director of Donor Impact and Philanthropy and/or the Director of Organizational Impact and Community Philanthropy.
  • Model inclusive, donor-centered practices and represent the foundation with growing confidence as a community-focused ambassador for the new Foundation headquarters and in external engagements.
  • Any other duties as assigned.

Competencies & Behavioral Expectations


Judgment

Communication

Teamwork & Collaboration

Adaptability

Problem-Solving

Requirements


Required Qualifications

  • Bachelor's degree and 4-6 years of experience in a service-oriented environment advising high-profile donors or clients.
  • Demonstrated success in managing a donor/client portfolio and cultivating lasting relationships.
  • Proven ability to manage multiple complex projects simultaneously.
  • Experience designing and delivering donor stewardship programs and tailored communications.
  • Strong collaboration skills across multidisciplinary teams and diverse communities.
  • Proficiency in Microsoft Office and working knowledge of database systems.
  • Exceptional writing and presentation skills.

Preferred Qualifications

  • Knowledge of fund development, planned giving, investment strategy, and philanthropic advising.
  • Familiarity with the Greater Cleveland nonprofit landscape and ability to research donor interests.

Work Environment

  • The role is primarily office-based, involving frequent interaction with executives, staff, and external partners.
  • The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
  • Occasional extended hours to meet deadlines or support special events.
  • Frequent travel may be required for meetings, events, or conferences.