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Associate Wealth Manager Jobs in Ohio (NOW HIRING)

TFO Wealth Partners, LLC

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

... associates, and client coordinators. The ultimate goal of this role is to help high-net-worth ... Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance ...

TFO Wealth Partners LLC

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

... associates, and client coordinators. The ultimate goal of this role is to help high-net-worth ... Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance ...

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Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Sep 4, 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 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 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 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 with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

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.

Family Wealth Strategist I

TFO Wealth Partners, LLC

Maumee, OH • On-site

$114K - $148K/yr

Full-time

Re-posted 14 days ago

Job description

Description

TFO Wealth Partners is seeking a Family Wealth Strategist.
_______________________________________________________________________________________________________________
 

The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ideal for a seasoned professional who enjoys being the "face of the client relationship," leading complex planning conversations, and mentoring a team of experienced advisers, associates, and client coordinators. The ultimate goal of this role is to help high-net-worth families become stronger, closer, and wiser about their financial future.

Key Responsibilities

  • Serve as the lead adviser for assigned client families
  • Develop and implement comprehensive wealth management strategies, including:
    • Investment oversight
    • Estate and tax planning coordination
    • Risk management
    • Philanthropic planning
  • Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions
  • Coordinate closely with clients' outside professionals (attorneys, accountants, trustees) to ensure cohesive execution of strategies
  • Provide thought leadership on complex planning issues and emerging trends in family wealth
  • Mentor and collaborate with internal advisers and associates to support client relationships
  • Build and sustain deep, long-term relationships grounded in trust, discretion, and a fiduciary standard of care

_______________________________________________________________________________________________________________

Requirements


  • Bachelor's degree in finance or a related field (required)
  • Series 65 or equivalent (IAR)
  • CFP, CFA, or equivalent professional designation
  • Minimum of 5 years of proven experience in the wealth management or financial services industry
  • Strong understanding of:
    • Investment principles
    • Financial planning tools and methodologies
    • Portfolio administration, including trading
  • Ability to evaluate client investment holdings and asset allocation
  • Strong communication, computer, and interpersonal skills
  • High attention to detail and commitment to accuracy
  • Demonstrated eagerness to pursue ongoing professional education

Additional Skills and Attributes

  • Ability to maintain professional composure in a dynamic, fast-paced environment
  • Strong organizational, prioritization, and time management skills
  • Exceptional client service mindset with a focus on long-term relationships
  • Collaborative team player who shares knowledge and works toward common goals
  • Ability to work independently, meet deadlines, and manage competing priorities
  • Proactive, strategic thinker with adaptability to change
  • High standard of personal responsibility and accountability
  • Willingness to participate in training, coaching, and mentoring for continuous improvement
  • Flexible, anticipatory, and solutions-oriented approach to client and team needs


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