ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Defiance, OH

H&R Block

Tax Associate

Wauseon, OH · On-site

$54K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Bryan, OH · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Findlay, OH · On-site

$54K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Napoleon, OH · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Findlay, OH · On-site

$54K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Swanton, OH · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

next page

Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Defiance, OH

Associate Financial Advisor information

See Defiance, OH salary details

$35.2K

$61.4K

$102.9K

How much do associate financial advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for associate financial advisor in Defiance, OH is $61,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $75,500.00 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 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 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 the most commonly searched types of Financial Advisor jobs in Defiance, OH?

The most popular types of Financial Advisor jobs in Defiance, OH are:

What are popular job titles related to Associate Financial Advisor jobs in Defiance, OH?

For Associate Financial Advisor jobs in Defiance, OH, the most frequently searched job titles are:

What cities near Defiance, OH are hiring for Associate Financial Advisor jobs?

Cities near Defiance, OH with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Defiance, OH as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $61,426 per year, or $29.5 per hour.

Financial Center Manager III (Van Wert)

Van Wert, OH • On-site

First Financial Bank
See more jobs at First Financial Bankexternal

$80K - $105K/yr

Full-time

Re-posted 16 days ago

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Financial Center Manager III will be responsible for the achievement of specified banking center and banking center staff performance goals, on-going achievement, profitability, deposit and loan growth, and fee income. The FCM will build, develop and lead a team that is focused on providing clients with an exceptional client experience by presenting financial solutions to meet the clients' needs. By focusing on the client, doing the right thing, and striving to make a difference, the team will build long-lasting client relationships. The FCM is accountable for driving new client acquisition, retention and growth of client relationships, as well as growing non-interest revenue. In additional, the FCM is responsible for building strong internal partnerships with key specialists and partners within FFB to meet client needs and contribute to the growth of the Market in which they serve. The FCM will create a team-oriented environment and will foster associate satisfaction through coaching, career development and support. The FCM will build and maintain strong community alliances and integrate into the communities they serve. The FCM may act as a mentor for onboarding new associates within their specified market. The FCM is responsible for adherence to all compliance and regulatory procedures including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act.
Essential Functions/Responsibilities
  • The FCM is responsible for the achievement of specified banking center team service levels and service performance goals. The FCM will be responsible for building, developing, and leading a team that is focused on providing clients with an exceptional client experience and deepening relationships through service and client service follow up.
  • Model the way for peers and coworkers aligned with First Financials Mission and Values.
  • Maintain a banking center environment and commitment to exceptional client experience to foster client loyalty and relationship development.
  • Ensure that banking center performance goals are met or exceeded, within their respective branch and supporting the overall goals of the District and Region.
  • Foster an inclusive and team-oriented environment, leading communication efforts and team collaboration at every level.
  • Develop and lead a team who is knowledgeable in bank products, processes, policies and procedures, and willing to help each other and other teams in the District.
  • Overall responsibility for managing banking center success which includes daily operations, successful audit scores, and sales execution.
  • Actively manage the onboarding of new clients, ensure client follow up calls are conducted in the proper time frame.
  • Manage overall financial center sales and the overall performance, understanding how it impacts the District and company.
  • Engage in coaching and recognition.
  • Update team members on progress towards goals.
  • Develop strong business relationships with key partners focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making needed introductions/referrals. Including, but not limited to:
  • Business Specialists, Worklife Specialists, Financial Wellness Advisors, Preferred Bankers, Private Bankers, Wealth Advisors, Mortgage Loan Officers, and Commercial Partners.
  • Integrate well into the community, developing outside sales opportunities through visibility and active participation in community groups. Discover and support site-specific events open to the community.
  • Manage the day-to-day activities that align with The First Financial Bank Experience (FFB Experience)
  • Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
  • Ensure that all associates are delivering a quality client experience.
  • Deepen and expand relationships of clients.
  • Actively manage the onboarding of clients.
  • Lead the daily huddles and team meetings.
  • Attract new associates who align with the First Financial Bank/FOCUS culture and be a continued resource to that associate to promote engagement. Assist District Leader and Retail Regional President with interviewing prospective candidates.
  • Ensure all associates actively manage their respective client relationships.
  • Develop associates through observational coaching, joint sales calls, and utilization of the coaching model. (R.O.P.E.)
  • Maintain all operational and risk management standards
  • Assist District Leader with facilitation of conference calls and leading of team meetings and District/Region communication.
  • Act as a liaison between peers, the District Leader, and Retail Regional President, supporting and delivering on retail-wide initiatives, communication, and engagement.
  • Typically the Financial Center Manager III is only responsible for leading a single office.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • 4-5 years of demonstrated leadership of coaching, management, leadership and/or mentoring in a retail environment.
  • 4-5 years demonstrated prior success with multiple sales leadership processes and execution.
  • 4-5 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment.
  • 4-5 years demonstrated prior success with achievement of performance goals.
  • Must have working knowledge of banking policies and procedures.
  • High school diploma or general education degree (GED) required
  • Associate's or Bachelor's degree and/or equivalent banking work experience preferred
  • 4-5 years related experience and/or training; or equivalent combination of education and experience

Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Pay Scale
$58,000 - $78,000/annually
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.

Apply