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Financial Planning Jobs in Ohio (NOW HIRING)

Raymondjames

Financial Planning Consultant

Beachwood, OH · On-site

$35K - $43K/yr

Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan Researches information as necessary on a case-by-case basis and ...

New

Osaic

Sr. Financial Planning Strategist

Columbus, OH · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

New

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

New

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

New

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

New

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

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All JobsFinancial Planning JobsFinancial Planning Jobs in Ohio

Financial Planning information

See Ohio salary details

$33.8K

$57.6K

$99.3K

How much do financial planning jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial planning in Ohio is $57,628.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,100.00 per year, depending on experience, location, and employer.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What are the key skills and qualifications needed to thrive in financial planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

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 jobs in Ohio?

For Financial Planning jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Financial Planning jobs in Ohio look for?

The top searched job categories for Financial Planning jobs in Ohio are:

What cities in Ohio are hiring for Financial Planning jobs?

Cities in Ohio with the most Financial Planning job openings:

Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Ohio as of August 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Contract. Highlights an 90% In-person, 6% Hybrid, and 4% Remote job distribution, with an average salary of $57,628 per year, or $27.7 per hour.

Financial Planning Assistant

Hantz Group

Willoughby, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 1 hour ago

Job description

Financial Planning Assistant
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings
  • Market for property/casualty insurance service opportunities
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Market to companies for business opportunities
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Must be Able to Obtain Required Licenses*
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary
  • Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

Apply