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Financial Associate Jobs in Ohio (NOW HIRING)

Amgen

Sr Associate Finance

New Albany, OH

Conduct business analyses on current, future and comparative financial performance and develop ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

Amgen, Inc.

Sr Associate Finance

New Albany, OH · On-site

Conduct business analyses on current, future and comparative financial performance and develop ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

Sherwin-Williams

Finance Associate Trainee

Cleveland, OH · On-site

$56K - $70K/yr

The Accounts Receivable Associate is a fulltime opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for ...

New

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 ...

Peoples Bank

Associate Financial Advisor

Wilmington, 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 ...

Sherwin-Williams

Finance Associate Trainee

Cleveland, OH · On-site

$56K - $70K/yr

The Accounts Receivable Associate is a fulltime opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for ...

Sherwin-Williams

Finance Associate Trainee

Cleveland, OH · On-site +1

The Accounts Receivable Associate is a fulltime opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for ...

New

Sherwin-Williams

Finance Associate Trainee

Cleveland, OH · On-site +1

The Accounts Receivable Associate is a fulltime opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for ...

New

Keybank

Financial Wellness Associate

Gahanna, 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

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 ...

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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 Jul 14, 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.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

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 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 to help clients or organizations meet their financial goals.

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 financial software and require strong analytical skills to help organizations manage their financial health effectively.
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 July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% 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

$90K - $110K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 11 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