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Associate Wealth Manager Jobs in Ohio (NOW HIRING)

UBS

Client Associate

Rocky River, OH · On-site

Your team The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and ...

UBS

Client Associate

Rocky River, OH · On-site

Your team The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and ...

First Financial Bank

Wealth Advisor II

Cincinnati, OH · On-site

$74K - $100K/yr

Relationship management experience with clients is required * Knowledge of investment solutions ... Frequently sits, stands and drives Compliance Statement The associate is responsible for meeting ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Ohio

Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate wealth manager in Ohio is $24.16, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $28.32 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in Ohio? For Associate Wealth Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in Ohio look for? The top searched job categories for Associate Wealth Manager jobs in Ohio are:
What cities in Ohio are hiring for Associate Wealth Manager jobs? Cities in Ohio with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 10% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $50,256 per year, or $24.2 per hour.

Senior Financial Advisor

Meeder Investment Management

Dublin, OH

Full-time

Re-posted 27 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Senior Financial Advisor

The Meeder Wealth Management team operates in a fiduciary role by providing the highest level of transparency in creating comprehensive investment and financial solutions. The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for excellence. Meeder’s core values are the base of everything we do and guide us in every interaction with our clients, as well as our internal team members. The Meeder Wealth Management team is seeking an established and experienced Senior Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate meets with clients to determine their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Primary Responsibilities:
  • Grow our business strategically by cultivating of new wealth management client business.
  • Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management’s history of serving clients over 45 years.
  • Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
  • Consistently and accurately manage information within the CRM software platform.
  • Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
  • Share expertise to effectively grow and enhance other team members business development capabilities.
  • Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.
Critical Success Factors:
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Strong understanding and belief in all solutions available to clients.
  • Strong knowledge of the investment business and strong understanding of financial planning concepts.
  • Excellent communication (both written and verbal), interpersonal, and computer skills.
  • Ability to connect with potential clients and build relationships on an individual basis.
  • Excellent oral and written communication skills.
  • Team player who works collaboratively with others.
Skills Required:
  • 5+ years of financial advisory experience.
  • Bachelor’s degree in finance, economics or a related field.
  • FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
  • CFP, CHFC designation preferred (completed or in progress).

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