ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Springboro, OH

The Well

Associate Wealth Advisor

Dayton, OH · On-site

$55K/yr

If you've got a foundation in financial services and you're hungry to grow into a full advisory role, we want to talk. Why This Role? * Structured path from Associate Advisor-in-Training to full ...

Element Risk Management

Advisor

Franklin, OH · On-site

Mine and evaluate documents such as application forms, financial information, product brochures ... Associate's degree from a two-year college or technical school, or equivalent combination of ...

H&R Block

Tax Associate

Blue Ash, OH · On-site

$56K - $74K/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

Lebanon, OH · On-site

$53K - $71K/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

Cincinnati, OH · On-site

$56K - $74K/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

Fairborn, 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 Springboro, OH

Associate Financial Advisor information

See Springboro, OH salary details

$33.9K

$59.2K

$99.2K

How much do associate financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate financial advisor in Springboro, OH is $59,214.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,300.00 and $72,700.00 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 Springboro, OH?

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

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

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

What job categories do people searching Associate Financial Advisor jobs in Springboro, OH look for?

The top searched job categories for Associate Financial Advisor jobs in Springboro, OH are:

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Springboro, OH as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $59,214 per year, or $28.5 per hour.

Associate Wealth Advisor

The Well

Dayton, OH • On-site

$55K/yr

Other

Medical, Retirement, PTO

Posted 4 days ago

Job description

Associate Wealth Advisor – Independent Wealth Management Firm


Location: Dayton, Ohio (On-site)

Work Environment: Full-time | On-site



Our client is a growing independent wealth management firm in Dayton, Ohio—and we’re hiring an Associate Wealth Advisor to join their team.


They’re a relationship-first, veteran-founded RIA with a clear mission: help good people make great decisions so they can enjoy an amazing retirement. If you’ve got a foundation in financial services and you’re hungry to grow into a full advisory role, we want to talk.


Why This Role?

  • Structured path from Associate Advisor-in-Training to full Advisor—with clear milestones and comp tied to your progress
  • Work directly alongside experienced advisors and firm leadership in a collaborative, high-energy environment
  • Serve meaningful client relationships—this is a relationship-driven role, not a transactional one
  • Join a culture that closes the office at noon on Fridays and actually means it
  • Get in at a high-growth moment with a firm that is locally owned, independent, and built for the long haul


What You’ll Do

  • Serve as a lead advisor for existing client relationships, delivering exceptional service at every touchpoint
  • Conduct client progress reviews via in-person meetings, Zoom, and phone calls
  • Assist clients with retirement income planning and holistic financial strategies
  • Build trust and long-term relationships with both current and prospective clients
  • Participate in educational workshops, events, and lead generation opportunities
  • Connect with prospective clients through digital lead channels and referrals
  • Complete all meeting preparation and follow-up to ensure a seamless client experience
  • Maintain accurate, timely documentation within CRM systems
  • Collaborate across operations, client experience, and leadership teams
  • Participate in weekly pipeline and strategy meetings


What You Bring

  • Experience in financial services, advising, sales, or relationship management
  • Active Ohio Life & Health Insurance License required; Series 65 or 66 required
  • Strong relationship-building and communication skills—you can simplify complex concepts for clients
  • High emotional intelligence, professionalism, and a genuine passion for client service
  • Entrepreneurial mindset with strong personal accountability and detail orientation
  • Coachable, growth-minded, and quick on the uptake
  • Comfortable balancing structure with flexibility in a fast-paced environment
  • Bachelor’s degree preferred


Compensation

This role offers a transparent, milestone-based compensation structure designed to reward your growth:


Base Salary

  • Starting base: $40,000/year, paid on the 15th and 30th of each month
  • Upon obtaining your Ohio Life & Health, Series 7, and Series 66 licenses: base increases to $50,000/year
  • Upon earning your CFP designation: base increases to $55,000/year


Bonus Incentive Program (BIP) – While in Associate Advisor-in-Training Role

  • Participation in the team BIP based on new assets gathered each quarter
  • Divided among all non-advisor full-time team members; calculated after each quarter-end
  • Historically averages $5,000–$8,000 annually
  • Formula is open source and available for teammates to review


Advisor Bonus Compensation (ABC) – Upon Transition to Associate Advisor Role

  • $3,000 per $1 million in new assets placed (assets the firm earns revenue from)
  • Example: $10M in new assets in a year = $30,000 in additional compensation
  • Calculated shortly after each quarter and advanced to you
  • Investment-agnostic—you act in the best interest of the client


What We Offer

  • 401(k)/Roth 401(k) with company match
  • Health insurance with nearly 100% of premiums covered by the firm
  • Firm contributions to HSA
  • Generous PTO schedule
  • Short-term disability coverage
  • Monthly cell phone and gym reimbursement
  • Professional and personal development opportunities
  • Team lunches, events, and incentive trips
  • Friday office close at noon


Sound like you?


This isn’t a rigid corporate environment—it’s a place where talented people are trusted, supported, and empowered to grow. If you’re humble, hungry, emotionally intelligent, and ready to build something meaningful alongside a team that genuinely cares, let’s talk.

Apply