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Associate Financial Advisor Jobs in Ohio (NOW HIRING)

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Associate Wealth Advisor

Columbus, OH · On-site

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... Advanced knowledge of financial planning concepts and processes * Strong understanding of ...

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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.

Lead Financial Advisor - Southern Ohio

Antolino and Associates

Gallipolis, OH • On-site

$75K/yr

Full-time

Re-posted 12 days ago

Job description

Position: Lead Financial Advisor
We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.
You will be responsible for delivering value to existing and new clients - from understanding each client's unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.
We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth "Advanced" clients who require more than 1 advisor.
If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.
This position is based in Gallipolis, OH. We have multiple offices and are looking to grow.
Is this position right for you?
  • Do you like
    • solving puzzles; thinking creatively
    • math
    • working in a team environment
    • communicating while thinking on your feet
    • self-improvement: getting better everyday
  • Are you a naturally curious person?
  • Are you a competitive person?
  • Do you enjoy deep personal relationships / care about others?

Essential Duties and Responsibilities
  • Current Client Relationships
    • Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
    • Develop and communicate financial plans and recommendations to clients
    • Supporting senior advisors with "Advanced" level clients.
    • Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
    • Develop and maintain great relationships with our clients
  • New Client Relationships
    • The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
    • You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
    • The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions.
  • Education
    • You will be expected to pursue Financial Education or continuing education for CFP® and other applicable designations. We financially support work-related education expenses.
  • Team Member
    • Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
    • Actively participate in industry/community organizations.
    • Promote our culture of optimism and happiness for both employees and clients.

Education, Experience and Technical Qualifications
  • Bachelor's degree minimum
  • 5-7+ years professional experience
  • Problem-solving skills
  • Highly analytical and proficient in Microsoft Excel, Word and Outlook
  • Track record of establishing and maintaining successful interpersonal relationships
  • CFP® or desire to obtain within 18 months

About Antolino & Associates
  • We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter - someone that is a "problem solver" not an "order taker". You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
  • We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say you're going to do 3. Finish what you start 4. Say please and thank you.
  • Core Values
    • Champions
      • Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
    • Puzzle Solvers
    • Happy, Healthy, Team

Apply