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Associate Financial Advisor Jobs in Ohio (NOW HIRING)

Jambalaya Group

Associate Financial Advisor

Columbus, OH · On-site

$75K - $90K/yr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client ...

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client ...

Peoples Bank

Associate Financial Advisor

Marietta, OH · On-site

This position will be responsible for partnering with a Financial Advisor to provide excellent ... Good team player who is skilled at working with other associates to achieve excellent results.

NFP Corp

Associate Advisor

North Royalton, OH · On-site

$70K - $90K/yr

The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth ... Create and update financial plans and investment proposals for clients and prospects. * Prepare ...

NFP Corp

Associate Advisor

North Royalton, OH · On-site

$70K - $90K/yr

The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth ... Create and update financial plans and investment proposals for clients and prospects. * Prepare ...

NFP Corp

Associate Advisor

North Royalton, OH · On-site

$70K - $90K/yr

The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth ... Create and update financial plans and investment proposals for clients and prospects. * Prepare ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

CBIZ

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

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Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Ohio

Associate Financial Advisor information

See Ohio salary details

$36.6K

$63.8K

$107K

How much do associate financial advisor jobs pay per year?

As of Aug 5, 2026, the average yearly pay for associate financial advisor in Ohio is $63,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,400.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Ohio? The most popular types of Financial Advisor jobs in Ohio are:
What are popular job titles related to Associate Financial Advisor jobs in Ohio? For Associate Financial Advisor jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Ohio look for? The top searched job categories for Associate Financial Advisor jobs in Ohio are:
What cities in Ohio are hiring for Associate Financial Advisor jobs? Cities in Ohio with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in OH? For Associate Financial Advisor jobs in OH, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Ohio as of July 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $63,846 per year, or $30.7 per hour.

Associate Financial Advisor

Transcend Practice Management

Columbus, OH

$110K - $130K/yr

Full-time

Re-posted 20 days ago

Job description

Position: Associate Financial Advisor

Location: Columbus, Ohio

Status: Full time, in office

Compensation: $110K-$130K (based on experience)

The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent financial planning firm with an in-house tax department, is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

Are you looking for a new opportunity to advance and be part of a growing team with the infrastructure in place to allow you to deliver a holistic comprehensive planning process? Do you take the long view of opportunities and get excited by the process of achieving success for your clients?

If you are looking for an opportunity to join an established firm and partner with a successful leader, the opportunity to join us as an Associate Financial Advisor may be for you.

Our firm:

  • Works for some of the most amazing people in the country. Affluent individuals, families and privately owned businesses entrust us with their retirement and investment goals and dreams. Services offered include full comprehensive financial planning, investment management and implementation, retirement income planning, tax preparation, estate planning and protection planning strategies.
  • Wants our clients to succeed and we want our staff to succeed as well. We make sure to practice what we preach and help our team engage in their own success. We deliver training, mentoring, and numerous opportunities for personal and professional growth to all those who join the team.
  • Is a highly respected wealth management firm. We are very selective about the clients we bring on board and with whom we do business.

The Associate Financial Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation and a potential future path toward becoming a Financial Advisor.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with the entire team, including the other advisors and the firm's Founder.

The attributes that we look for in teammates include:

  • Energy and enthusiasm
  • High emotional intelligence: resiliency, emotional regulation, self-awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict
  • Commitment to exceeding client expectations
  • An interest in growing and continuing education
  • Humility and compassion; patience and empathy
  • Meticulous listening skills
  • An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
  • Strong organizational skills
  • Desire to be a long-term contributing member of the team
  • Strong attention to detail
  • Positive attitude, team player
  • A long view of the opportunities presented by the firm, and the industry overall

Interested in more details? As an Associate Financial Advisor you can expect to:

  • Producing client deliverables in a timely, accurate, and informative manner
  • Conduct review meetings in conjunction with the firm's advisors
  • Attend client meetings, take notes, create summary letters and file notes and perform necessary follow up
  • Monitor account alerts
  • Generate review meeting materials for client presentation including creating financial plans
  • Maintain relationships with clients, understanding their unique circumstances, connections, talents, interests, etc.
  • Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner
  • Review clients' goals and risk profile
  • Stay current on trends within the financial planning and investment arena
  • Demonstrate job stability and career progression

Qualifications for this role include:

  • Bachelor's degree
  • CFP® certification or currently enrolled in CFP® certification coursework required
  • Series 65 required
  • 6+ years of industry experience
  • A clean U-4
  • Excellent communication and relationship management skills
  • Heavy client facing experience
  • Strong computer skills and experience with Microsoft Office and some financial planning software
  • Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As an Associate Financial Advisor, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!