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Associate Financial Advisor Jobs in Ohio (NOW HIRING)

Northwestern Mutual

Be Seen First

Business Development & Financial Planning Associate

Kenwood, OH · On-site

$65K - $105K/yr

... finance, sales, and management within our industry. · Building and nurturing meaningful ... We believe great advisors come from all walks of life, and we've seen outstanding success from ...

Northwestern Mutual

Be Seen First

Business Development & Financial Planning Associate

Kenwood, OH · On-site

$65K - $105K/yr

... finance, sales, and management within our industry. · Building and nurturing meaningful ... We believe great advisors come from all walks of life, and we've seen outstanding success from ...

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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 10, 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 August 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 100% In-person job distribution, with an average salary of $63,846 per year, or $30.7 per hour.

Senior Financial Advisor

Meeder Investment Management

Dublin, OH • On-site

Full-time

Re-posted 24 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Senior Financial Advisor
The Meeder Wealth Management team operates in a fiduciary role by providing the highest level of transparency in creating comprehensive investment and financial solutions. The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for excellence. Meeder's core values are the base of everything we do and guide us in every interaction with our clients, as well as our internal team members. The Meeder Wealth Management team is seeking an established and experienced Senior Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate meets with clients to determine their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Primary Responsibilities:
  • Grow our business strategically by cultivating of new wealth management client business.
  • Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management's history of serving clients over 45 years.
  • Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
  • Consistently and accurately manage information within the CRM software platform.
  • Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
  • Share expertise to effectively grow and enhance other team members business development capabilities.
  • Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.

Critical Success Factors:
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Strong understanding and belief in all solutions available to clients.
  • Strong knowledge of the investment business and strong understanding of financial planning concepts.
  • Excellent communication (both written and verbal), interpersonal, and computer skills.
  • Ability to connect with potential clients and build relationships on an individual basis.
  • Excellent oral and written communication skills.
  • Team player who works collaboratively with others.

Skills Required:
  • 5+ years of financial advisory experience.
  • Bachelor's degree in finance, economics or a related field.
  • FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
  • CFP, CHFC designation preferred (completed or in progress).

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