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Financial Associate Jobs in Ohio (NOW HIRING)

Peoples Bank

Associate Financial Advisor

Cambridge, OH · On-site

... other associates to achieve excellent results. * Flexibility to meet changing needs and priorities. * Willingness to maintain needed investment and financial planning expertise. * Flexibility in ...

Sysco

Finance Manager

Northwood, OH · On-site

$94K - $118K/yr

Profit Management and Financial forecasting and reporting. Responsible for providing insight and ... Participate in the recruiting and training of finance associates. * Responsible for performance ...

New

CIBC US

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

Sysco

Finance Manager

Northwood, OH · On-site

$94K - $118K/yr

Profit Management and Financial forecasting and reporting. Responsible for providing insight and ... Participate in the recruiting and training of finance associates. * Responsible for performance ...

New

KeyBank

Financial Wellness Associate

Elyria, OH · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Cleveland, OH · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Elyria, OH

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Cleveland, OH · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Amelia, OH · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Cleveland, OH

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Cleveland, OH · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

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Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Ohio

Financial Associate information

See Ohio salary details

$29K

$66.9K

$131.2K

How much do financial associate jobs pay per year?

As of Jun 13, 2026, the average yearly pay for financial associate in Ohio is $66,901.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $73,200.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Ohio? The most popular types of Financial jobs in Ohio are:
What are popular job titles related to Financial Associate jobs in Ohio? For Financial Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Ohio look for? The top searched job categories for Financial Associate jobs in Ohio are:
What cities in Ohio are hiring for Financial Associate jobs? Cities in Ohio with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Ohio as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,901 per year, or $32.2 per hour.

Associate Financial Advisor

RIA Recruiting

Independence, OH • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 10 days ago

Job description

Associate Advisor - Tempo Wealth

Location: Independence, OH
Website: TempoWealth.com

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.

This position can be hybrid after a training period in the office

Salary & Benefits

  • Salary Range: $90,000 - $110,000, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
  • No business development requirements

Key Responsibilities

  • Participate in client meetings with the plan to take over client relationships over time
  • Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
  • Cultivate and maintain strong relationships with clients
  • Understand clients' financial goals and preferences
  • Review and execute on financial planning tasks after client meetings
  • Stay informed on financial market trends and regulatory changes

Qualifications

  • Minimum 3 years of experience in an advisory role
  • Excellent written and verbal communication skills, both internally and client-facing
  • Warm communication with clients
  • Tech-savvy, with the ability to learn quickly
  • Organized and detail-oriented
  • Problem solving and independent worker - we do not micromanage
  • CFP or ChFC preferred

Hiring Process

Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.

Employment Type: FULL_TIME

Apply