ZipRecruiter

Log In

1

Associate Wealth Management Advisor Jobs in Ohio

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

  • Medical

  • Life

  • Retirement

  • PTO

Client Relationship Management: * Build and maintain strong relationships with clients by providing ... Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter ...

Myers and Stauffer

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 ... Working closely with a managing wealth advisor leading relationships with individuals, families and ...

CBIZ

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 ... Working closely with a managing wealth advisor leading relationships with individuals, families and ...

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 ... Working closely with a managing wealth advisor leading relationships with individuals, families and ...

US Bank

Wealth Management Advisor

Westlake, OH

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

New

U.S. Bank

Wealth Management Advisor

Columbus, OH · On-site

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Rocky River, OH

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

New

US Bank

Wealth Management Advisor

Cincinnati, OH

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Columbus, OH

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$100K - $135K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Management and Trust Department. The role is designed for a planning-oriented senior advisor who ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

Fifth Third

Wealth Management Advisor II

Cincinnati, OH · On-site

Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$120 - $190/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Management and Trust Department. The role is designed for a planning-oriented senior advisor who ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

Fifth Third Bank

Wealth Mangement Advisor I

Akron, OH · On-site

Wealth Mangement Advisor I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$100K - $135K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Management and Trust Department. The role is designed for a planning-oriented senior advisor who ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

Park National Bank

Wealth Management Advisor

Marion, OH · On-site

... managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc ... Collect and analyze customer information to determine proper financial products and advise on ...

next page

Showing results 1-20

All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Ohio

Associate Wealth Management Advisor information

See Ohio salary details

$36.6K

$63.8K

$107K

How much do associate wealth management advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate wealth management advisor in Ohio is $63,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,400.00 per year, depending on experience, location, and employer.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

How much does an associate wealth management advisor make?

An associate wealth management advisor typically earns between $50,000 and $70,000 annually, with potential for bonuses and commissions based on client performance. Entry-level positions may start lower, while experienced advisors with certifications like the CFP can earn higher salaries. Compensation often includes base salary, incentives, and benefits, depending on the firm and location.

What are the most commonly searched types of Wealth Management Advisor jobs in Ohio?

The most popular types of Wealth Management Advisor jobs in Ohio are:

What cities in Ohio are hiring for Associate Wealth Management Advisor jobs?

Cities in Ohio with the most Associate Wealth Management Advisor job openings:

Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $63,846 per year, or $30.7 per hour.

Wealth Advisor

HORAN Wealth

Cincinnati, OH • On-site

Full-time, Part-time

Medical, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Job Title: Wealth Advisor Full or Part Time: Full-Time
Department: HORAN Wealth FLSA Status: Exempt
Position Reports To: Vice President, Wealth Advisor
Position Summary:
HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future.
As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth.
Core Responsibilities:
  1. Client Relationship Management:
    • Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
    • Serve as the primary point of contact and trusted advisor for clients' financial needs.
  2. Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
    • Develop personalized financial plans based on clients' goals and objectives.
  3. Investment Management:
  • Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
  • Monitor and adjust portfolios as needed to optimize performance.
  1. Insurance and Risk Management:
  • Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
  1. Client Education:
  • Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
  1. Compliance and Ethics:
  • Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
  1. Business Development:
  • Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Qualifications Required:
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field.
  • Previous experience in financial services or wealth management preferred.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent interpersonal and communication skills, with a client-focused mindset.
  • Detail-oriented with the ability to multitask and prioritize tasks effectively.
  • Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within the firm.
  • Collaborative and supportive work environment with a focus on work-life balance.
HORAN History:
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
How to Apply:
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
We look forward to hearing from you!

Apply