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Associate Strategist Jobs in Ohio (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Cincinnati, OH · On-site

$118K - $153K/yr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Provides guidance for Wealth Strategist in oversight of the administration of various family ...

Robert W Baird & Co

Trust Strategist

Cincinnati, OH

$116K - $150K/yr

As a Trust Strategist, you will review trust and estate planning documents, provide guidance on ... Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer ...

TFO Wealth Partners, LLC

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Mentor and collaborate with internal advisers and associates to support client relationships ... Proactive, strategic thinker with adaptability to change * High standard of personal responsibility ...

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Mentor and collaborate with internal advisers and associates to support client relationships ... Proactive, strategic thinker with adaptability to change * High standard of personal responsibility ...

TFO Wealth Partners LLC

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Mentor and collaborate with internal advisers and associates to support client relationships ... Proactive, strategic thinker with adaptability to change * High standard of personal responsibility ...

Parallel Advisors

Wealth Strategist

Dayton, OH · Hybrid

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

Directive

Strategists will work closely with their Associate Director (AsD) when roadblocks arise that impact their strategy and goal attainment. * Strategists display a strong ability to craft creative briefs ...

PNC Bank

Wealth Strategist III

Cleveland, OH

$91K - $185K/yr

As a Wealth Strategist III within PNC's Private Bank organization, you may be based in Cleveland ... May provide direction to wealth strategists and associates. * Retains and grows assets under ...

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All JobsAssociate Strategist JobsAssociate Strategist Jobs in Ohio

Associate Strategist information

See Ohio salary details

$42.8K

$133K

$168.7K

How much do associate strategist jobs pay per year?

As of Aug 28, 2026, the average yearly pay for associate strategist in Ohio is $132,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,500.00 and $149,300.00 per year, depending on experience, location, and employer.

What is an associate strategist?

An Associate Strategist is an entry- to mid-level professional who supports the development and execution of strategic plans within organizations, often in marketing, advertising, or business consulting. They conduct research, analyze data, identify trends, and help craft actionable recommendations to achieve business goals. Associate Strategists typically collaborate with senior strategists and cross-functional teams to develop insights and present solutions to clients or stakeholders. This role is ideal for those interested in a blend of creativity, analytics, and problem-solving.

What does an associate strategist do?

As an Associate Strategist, you play a crucial supporting role in the creation and implementation of client campaigns. You’ll often analyze market data, help with audience research, and assist senior strategists in crafting compelling strategies that align with client goals. Collaboration is key; you’ll work closely with creative, account, and media teams to ensure ideas are both innovative and feasible. This role is a great stepping stone to more senior strategy positions, as it provides hands-on experience across multiple facets of campaign development.

What skills and qualifications are needed to be an associate strategist?

To thrive as an Associate Strategist, you need strong analytical skills, research abilities, and a background in marketing, communications, or a related field. Familiarity with data analysis tools such as Excel, Google Analytics, and presentation software like PowerPoint is typically required. Excellent communication, creativity, and collaboration skills help individuals stand out when generating insights and working with diverse teams. These combined skills are vital for developing effective strategies that address client needs and drive business results.

What is the difference between Associate Strategist vs Business Analyst?

AspectAssociate StrategistBusiness Analyst
Required CredentialsBachelor's degree, marketing or business backgroundBachelor's degree, business or IT background
Work EnvironmentConsulting firms, marketing agencies, corporate strategy teamsCorporate, consulting, or IT departments
Employer & Industry UsageUsed in marketing, consulting, and corporate strategy rolesCommon in finance, IT, and business operations
Search & Comparison IntentOften compared for entry-level strategic rolesCompared for analytical and process improvement roles

The Associate Strategist and Business Analyst roles share similarities in required education and work environments, often overlapping in consulting and corporate settings. While Associate Strategists focus on developing strategic plans and market analysis, Business Analysts tend to concentrate on data analysis, process improvements, and operational efficiency. Both roles are essential in supporting business growth, but they differ in their core functions and industry focus.

Is an associate strategist an entry level job?

An associate strategist position is typically considered an entry-level role that requires basic analytical skills, familiarity with strategic tools, and often a bachelor's degree. It is suitable for candidates with limited professional experience who are developing their skills in strategy and planning.

What are the most commonly searched types of Strategist jobs in Ohio?

The most popular types of Strategist jobs in Ohio are:

What cities in Ohio are hiring for Associate Strategist jobs?

Cities in Ohio with the most Associate Strategist job openings:

Associate Strategist jobs near you
Infographic showing various Associate Strategist job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 28% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $132,971 per year, or $63.9 per hour.

Sr. Wealth Strategist

Cincinnati, OH • On-site

Oxford Financial GRP
See more jobs at Oxford Financial GRPexternal

$118K - $153K/yr

Full-time

Posted 24 days ago

Job description

POSITION SUMMARY 

As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES & RESPONSIBILITES 

Complex Client Estate and Wealth Planning Deliverables 

  • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
  • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
  • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
  • Reviews, analyzes and summarizes sophisticated estate planning documents.
  • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
  • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
  • Anticipates client questions.

Estate Planning Technical Resource 

  • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
  • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
  • Participates in client/prospect/advisor meetings as needed.
  • Participates in feedback/debrief meetings and takes an active approach to continuous improvement.

Firm Technical Resource 

  • Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
  • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
  • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
  • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
  • Reviews or creates and maintains estate planning related technical education summaries and materials.
  • Provides subject matter expertise and training opportunities to internal associates.

Administrative, Professional Development & Other Duties 

  • Handle administrative tasks, attend internal meetings, and participate in ongoing training.
  • Perform additional responsibilities as needed to support the firm and client teams.

QUALIFICATIONS

  • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10+ years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
  • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
  • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
  • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
  • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
  • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
  • Must have ability to explain complex estate planning strategies in a client friendly manner.
  • Must have a professional demeanor with the utmost respect for confidential matters.
  • Must be able to work independently and in a team environment.
  • Must have excellent written and verbal communication skills with strong interpersonal skills.
  • Must be detail oriented with excellent organizational skills.
  • Must have ability to multi-task and work in a fast-paced environment.
  • Must have strong work ethic with a positive attitude.

WORKING CONDITIONS

  • Limited travel as business needs necessitates
  • Long periods of sitting utilizing a computer
  • 100% onsite

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