ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Ohio (NOW HIRING)

Kao Corporation

Financial Analyst

Cincinnati, OH · Hybrid

$83K - $93K/yr

Reporting to our Associate Finance Director, your responsibilities and projects range from simple ... Financial Planning, Forecasting & Performance Management * Lead the development, consolidation, and ...

New

Nuveen

Financial Consultant

Columbus, OH · On-site

$72.70 - $95.50/hr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

New

TIAA

Financial Consultant

Columbus, OH

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Nuveen

Financial Consultant

Dublin, OH · On-site

$72.70 - $95.50/hr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

New

TIAA

Financial Consultant

Columbus, OH · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Amgen, Inc.

Sr Associate Finance

New Albany, OH · On-site

Facilitate business planning and decision-making and the modeling of various financial scenarios ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

Amgen

Sr Associate Finance

New Albany, OH

Facilitate business planning and decision-making and the modeling of various financial scenarios ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

previous page

Showing results 41-60

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 Aug 21, 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 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.

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.

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 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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $63,204 per year, or $30.4 per hour.

Associate Advisor - Wealth Mgmt (In Office)

NFP Corp

North Royalton, OH • On-site

$70K - $90K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 24 days ago

Job description

Posting Description
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients. This role works closely with Advisors to address clients' asset management and financial planning needs. Key responsibilities include gathering and analyzing data, designing financial strategies, developing and applying financial plans, and assisting with portfolio implementation. The Associate Advisor plays a critical role in enhancing the client experience and ensuring the seamless execution of financial solutions.
Essential Duties and Responsibilities:
  • Support Advisors in all aspects of financial planning and portfolio management.
  • Create and update financial plans and investment proposals for clients and prospects.
  • Prepare materials for client meetings and ensure thorough coordination with internal teams.
  • Attend client meetings, take detailed notes, and manage all follow-up activities.
  • Initiate and respond to client inquiries regarding strategies, accounts, and portfolios.
  • Process new client accounts, distributions, and other financial transactions.
  • Monitor and rebalance client portfolios to maintain target allocations.
  • Liaise with clients' attorneys, accountants, and other professionals as needed.
  • Maintain and update client records in CRM systems; ensure accurate documentation.
  • Schedule and assist in the preparation of annual and ad-hoc client meetings.
  • Track and report on account opening and asset transfer progress.
  • Run and review account maintenance reports on a regular basis.
  • Ensure timely execution of Required Minimum Distributions (RMDs).
  • Collaborate with Wealth Managers and Client Service team members to deliver exceptional service to all individuals.
  • Assist with client data consolidation and administrative tasks.
  • Participate in special projects and problem-solving initiatives, as needed.
  • Engage in ongoing professional development, including industry meetings and certification programs.
Knowledge, Skills and/or Abilities:
  • Strong interpersonal and communication skills, with the ability to build rapport with both clients and internal team members.
  • Ability to work independently while also thriving in a collaborative, team-oriented environment.
  • Proactive in anticipating client and team needs and delivering timely, thoughtful solutions.
  • Demonstrated project management and consulting capabilities, with attention to detail and follow-through.
  • Commitment to accuracy and high-quality work, even under tight deadlines.
  • Excellent time management, organizational, and decision-making skills.
  • Clear and effective written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan.
  • Foundational understanding of investment principles, financial planning concepts, and wealth management practices.
Education and/or Experience:
  • Four-year College Degree
  • 5 years of Financial Service Experience Preferred
Certificates, Licenses, Registration:
  • Series 7 & 66 required
  • Completed or Pursuing CFP
  • Completed or Pursuing Life, Accident, Health Insurance License
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, when all is said and done, we exist to be there for others. The base salary range for this position is $70,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.

Apply