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Associate Financial Services Jobs in Ohio (NOW HIRING)

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

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Client Service Associate - Financial Services

Cincinnati, OH · On-site

$65K - $75K/yr

As our Client Service Associate, you'll play a key role in delivering the exceptional service our ... similar financial services environments, such as accounting, banking, investment operations ...

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Jambalaya Group

Associate Financial Advisor

Columbus, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Ohio

Associate Financial Services information

See Ohio salary details

$13

$30

$64

How much do associate financial services jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for associate financial services in Ohio is $30.39, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are Associate Financial Services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by Associate Financial Services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

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

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Ohio? The most popular types of Financial Services jobs in Ohio are:
What cities in Ohio are hiring for Associate Financial Services jobs? Cities in Ohio with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,204 per year, or $30.4 per hour.

Associate Financial Advisor

Jambalaya Group

Worthington, OH • On-site

$75K - $90K/yr

Full-time

Medical, Retirement, PTO

Posted 18 days ago

Job description

Are you an early-career financial services professional who enjoys building relationships, helping clients, and turning financial recommendations into meaningful action?
Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a book of business.
The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client relationships, responding to client needs, participating in meetings, and assisting with financial planning. As the individual develops, there will be opportunities to assume greater responsibility for planning and client relationships.
What You Will Do
  • Build trusted relationships with existing clients and provide responsive, personalized service.
  • Respond to client questions and requests by phone, email, and in person.
  • Assist clients with rollovers, distributions, account-related questions, insurance needs, and other financial matters.
  • Participate in client meetings and coordinate follow-up activities.
  • Help prepare financial plans, meeting materials, and financial recommendations.
  • Work with other team members to facilitate account openings, applications, distributions, trades, and service requests.
  • Gradually assume responsibility for portions of client meetings and appropriate client relationships.
  • Help strengthen and expand the practice's financial planning process.
  • Use technology and digital tools to improve efficiency and the client experience.
  • Maintain accurate client records and follow applicable industry and compliance requirements.
  • Complete the APMA designation within an agreed-upon period after joining the practice.

Requirements
  • Series 7 and Series 66 licenses.
  • Active Ohio life and health insurance licenses.
  • Some experience in banking, investments, insurance, wealth management, or another financial services environment.
  • Strong interpersonal skills and confidence communicating with clients.
  • Ability to adapt communication to clients with different needs, backgrounds, and levels of financial knowledge.
  • Excellent organization, follow-through, and attention to detail.
  • A proactive and team-oriented approach.
  • Comfort learning new technology and using Microsoft Office, including Excel.
  • Ability to explain financial information clearly and professionally.
  • Interest in building a long-term career in financial planning and wealth management.
  • Bachelor's degree preferred.
  • APMA designation preferred or willingness to obtain it after hire.

What This Role Does Not Require
  • An existing book of business.
  • Immediate responsibility for prospecting or bringing new assets to the practice.
  • An established history of financial product sales.
  • A CFP certification.

Benefits
Growth Opportunity
This position is designed to grow alongside the individual. The Associate Financial Advisor will initially concentrate on supporting existing clients and learning the practice's approach to financial planning. Over time, the role may expand to include leading client meetings, overseeing portions of the financial planning process, managing client relationships, and participating in future practice-growth or succession opportunities.
Compensation
  • Salary: $75,000-$90,000 - exempt
    • Depending on experience, licensing, and demonstrated ability to work directly with clients.
  • Performance-based bonus opportunity.
  • Additional compensation growth tied to professional development, expanded responsibilities, and completion of the APMA designation.

Benefits
    • Paid Time Off (PTO) and paid holidays
    • Health insurance
    • 401(k)

How to Apply
    • If you're excited about building a career in wealth management and believe you'd be a great addition to our team, we'd love to hear from you.
    • Please submit your resume and a cover letter describing your relevant experience and what interests you about joining Highview Advisor Group.

Equal Opportunity Employer
    • Highview Advisor Group is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive workplace where everyone has the opportunity to succeed.
    • A background check will be conducted as part of the hiring process. Employment is contingent upon the successful completion of the background check in accordance with applicable laws.

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