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Associate Financial Planner Jobs in Ohio (NOW HIRING)

Oxford Financial GRP

Wealth Planner

Cincinnati, OH · On-site

Review work from associates and integrate feedback from Managing Directors and Client Service Teams. * Research and respond to estate and financial planning questions. * Stay current on tax ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Ohio

Associate Financial Planner information

See Ohio salary details

$43.3K

$79.8K

$107K

How much do associate financial planner jobs pay per year?

As of Jul 18, 2026, the average yearly pay for associate financial planner in Ohio is $79,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $95,100.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Ohio? The most popular types of Financial Planner jobs in Ohio are:
What are popular job titles related to Associate Financial Planner jobs in Ohio? For Associate Financial Planner jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Ohio look for? The top searched job categories for Associate Financial Planner jobs in Ohio are:
What cities in Ohio are hiring for Associate Financial Planner jobs? Cities in Ohio with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in OH? For Associate Financial Planner jobs in OH, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $79,768 per year, or $38.4 per hour.
Associate Financial Advisor

Associate Financial Advisor

Transcend Practice Management

Columbus, OH

$110K - $130K/yr

Full-time

Re-posted yesterday

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!