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Associate Financial Planner Jobs in Ohio (NOW HIRING)

Mariner

Associate Wealth Advisor (AWA)

Cincinnati, OH · On-site

$75K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

Amgen, Inc.

Sr Associate Finance

New Albany, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Facilitate business planning and decision-making and the modeling of various financial scenarios ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

Amgen

Sr Associate Finance

New Albany, OH

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Facilitate business planning and decision-making and the modeling of various financial scenarios ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

Magellan Health, Inc.

$58K - $93K/yr

  • Medical

  • Life

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

  • Medical

  • Dental

  • Retirement

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

CBIZ

Associate Wealth Advisor

Cleveland, OH

  • Medical

  • Dental

  • Retirement

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

Myers and Stauffer

Associate Wealth Advisor

Cleveland, OH

  • Medical

  • Dental

  • Retirement

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

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Showing results 21-40

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 Aug 14, 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 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 August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $79,768 per year, or $38.4 per hour.

Associate Wealth Advisor (AWA)

Mariner

Cincinnati, OH • On-site

$75K - $100K/yr

Full-time

Posted 8 days ago

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning

Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required

Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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