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Financial Planning Associate Jobs in Ohio (NOW HIRING)

JPMorgan Chase & Co.

Wealth Planning Associate

Columbus, OH · On-site

$75K - $95K/yr

S. financial planning topics. • Provide ad-hoc training to advisors and team members based on questions and issues that arise through the help desk. • Share updates on new platform enhancements ...

New

LHH US

FP&A Analyst

Columbus, OH · On-site

$34 - $50/hr

A Columbus-based organization is seeking an experienced Financial Planning & Analysis (FP&A) ... Jessica Robbins Benefit offerings available for our associates include medical, dental, vision ...

Jambalaya Group

Associate Financial Advisor

Columbus, OH · On-site

$75K - $90K/yr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ... Help strengthen and expand the practice's financial planning process. * Use technology and digital ...

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ... Help strengthen and expand the practice's financial planning process. * Use technology and digital ...

Crane Company

Sr. FP&A Manager

Twinsburg, OH · On-site

$102K - $139K/yr

Today, Crane has approximately 7,000 associates in the Americas, Europe, the Middle East, Asia, and ... The Sr. FP&A Manager will manage full-cycle finance functions including budgeting, forecasting ...

Express & Bonobos

Manager FP&A

Columbus, OH · On-site

... Planning & Analysis (FP&A) is primarily responsible for managing corporate budgeting and ... say 'Associate Relations' or send an e-mail to AssociateRelations@Express.com and let us know the ...

Express

Manager FP&A

Columbus, OH · On-site

... Planning & Analysis (FP&A) is primarily responsible for managing corporate budgeting and ... say 'Associate Relations' or send an e-mail to AssociateRelations@Express.com and let us know the ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Ohio

Financial Planning Associate information

See Ohio salary details

$13

$30

$64

How much do financial planning associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial planning associate in Ohio is $30.39, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
What are the most commonly searched types of Financial Planning jobs in Ohio? The most popular types of Financial Planning jobs in Ohio are:
What are popular job titles related to Financial Planning Associate jobs in Ohio? For Financial Planning Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Ohio look for? The top searched job categories for Financial Planning Associate jobs in Ohio are:
What cities in Ohio are hiring for Financial Planning Associate jobs? Cities in Ohio with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning 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 $63,204 per year, or $30.4 per hour.
Estate Planning Attorney

Estate Planning Attorney

Aspen Careers, LLC

Columbus, OH

Full-time

Posted 7 days ago

Job description

Job Title: Estate Planning Associate Attorney
Location: Columbus, Ohio

Are you ready to take the next step in your legal career at a respected, full-service law firm that values commitment, collaboration, and client-focused solutions? Aspen Careers is partnering with a well-established mid-size firm in Columbus, Ohio, to find an Estate Planning Associate Attorney. This is an exciting opportunity to join a firm with a rich history of providing exceptional legal services and fostering a positive, team-oriented culture.

About the Firm:
This firm offers a dynamic and inclusive environment where attorneys are supported in their career development and encouraged to thrive both professionally and personally. As an Estate Planning Associate, you'll have the opportunity to work closely with seasoned attorneys, providing tailored legal solutions to a wide range of clients.

Responsibilities:

  • Draft a variety of estate planning documents including trusts, wills, financial powers of attorney, health care powers of attorney, and funeral directives.
  • Collaborate with clients to develop personalized estate plans that reflect their unique goals and evolving needs.
  • Provide valuable support to senior attorneys on complex elder law, Medicaid, special needs, and tax matters.

Qualifications:

  • Previous experience in estate planning matters preferred.
  • Excellent communication skills and the ability to translate complex legal concepts into clear, understandable language for clients.
  • Detail-oriented with strong organizational skills and a commitment to meeting deadlines.
  • Proficiency with legal technology and software.
  • Capable of working independently while being a supportive, contributing team member.

Why Join Us?

  • Competitive Compensation: This firm offers a highly competitive salary and benefits package.
  • Partnership-Track: This is a partnership-track position, giving you the opportunity to grow and advance within the firm.
  • Collaborative Culture: Join a supportive, team-oriented environment where your contributions matter.

If you're looking for a rewarding position that allows for both professional growth and personal fulfillment, we encourage you to apply.

Interested?
Please reach out to Kelsey Ross at kross@aspen-careers.com or (614) 992-1010 for immediate and confidential consideration.

We look forward to hearing from you!