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Associate Client Advisor Jobs in Ohio (NOW HIRING)

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation ...

CBIZ

Associate Wealth Advisor

Cleveland, OH · On-site

Must be able to travel based on client and business needs CBIZ seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity ...

Mariner

Associate Wealth Advisor (AWA)

Cincinnati, OH · On-site

$75K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

PNC Bank

Client Service Associate

Cleveland, OH · On-site

$52K - $87K/yr

The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Ohio

Associate Client Advisor information

See Ohio salary details

$11

$24

$43

How much do associate client advisor jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate client 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 an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What are the most commonly searched types of Client Advisor jobs in Ohio? The most popular types of Client Advisor jobs in Ohio are:
What cities in Ohio are hiring for Associate Client Advisor jobs? Cities in Ohio with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, and 8% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $51,282 per year, or $24.7 per hour.

Associate Wealth Advisor

CBIZ, Inc.

Cleveland, OH • On-site

Full-time

Medical, Dental, Retirement

Posted 20 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 rated bookkeepers and accountants

Job description


#LI-JSS #LI-Onsite
Responsibilities
CBIZ seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance.
Essential Functions and Primary Duties
  • Working closely with a managing wealth advisor leading relationships with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services;
  • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including;
  • Portfolio review and construction
  • Complex analysis and research related to financial, estate, income tax, and investment planning;
  • Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients;
  • Documenting meetings, recommendations and action plans;
  • Overseeing implementation of agreed upon recommendations;
  • Coordination with other professionals supporting the client's financial plans (e.g. estate planning, tax preparation, insurance);
  • Ongoing monitoring and management of the client's wealth management plan;
  • Coordinating and actively participating in client meetings;
  • Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company's approved investment strategies; and
  • Communicating the full range of the Company's services and capabilities to clients and prospective clients

Preferred Qualifications
  • 0-5 years of relevant work experience
  • Bachelor's Degree
  • Series 65, equivalent licenses or designations/certifications that permit an individual to act as an Investment Advisor Representative, or obtain the Series 65 within 90-120 days of hiring
  • Look to pursue one of the following designations once eligible: CPA, PFS, CFP, or CFA
  • An interest in and a desire to develop an understanding of investments and investment philosophy;
  • A desire to obtain an understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;
  • Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner;
  • Analytical expertise, attention to detail, and self-initiated follow-through; and
  • Commitment to serving as a fiduciary for every CBIZ client.

What We Offer
  • Competitive salary with performance-based incentives.
  • Comprehensive benefits package, including health, dental, and retirement plans.
  • Mentorship and training to support professional growth.
  • A collaborative and supportive team environment.
  • Opportunities for advancement within CBIZ.

Qualifications
Minimum Qualifications
  • High School diploma or GED required
  • 3 years of experience in related field
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must be able to work in a team environment
  • Presentation skills mandatory
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
  • Must be able to travel based on client and business needs

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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