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Financial Professional Associate Jobs in Ohio (NOW HIRING)

Adecco

Finance Professional

Miamisburg, OH · On-site

$35/hr

Analyzes financial reports and records making recommendations relative to the accounting reserves ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Jambalaya Group

Associate Financial Advisor

Columbus, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

TriHealth

Financial Assistance Associate

Norwood, OH · On-site

Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual's needs, and ENGAGING with professionalism and empathy. As a Financial Assistance Associate, you will play a ...

TriHealth

Financial Assistance Associate

Norwood, OH · On-site

Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual's needs, and ENGAGING with professionalism and empathy. As a Financial Assistance Associate, you will play a ...

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All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Ohio

Financial Professional Associate information

See Ohio salary details

$42.3K

$83.2K

$128.8K

How much do financial professional associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial professional associate in Ohio is $83,185.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $114,100.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most entry- and mid-level roles in finance have lower salary ranges, with higher earnings often tied to commissions, bonuses, and performance-based incentives. Achieving such a high income generally requires significant experience, a strong network, and a focus on high-net-worth clients.

Is it hard to become a FA?

Becoming a Financial Professional Associate typically requires completing relevant education, such as a degree in finance or related fields, and obtaining necessary licenses like the Series 7 and Series 66. The process involves passing exams, gaining experience, and developing skills in financial advising and client service, which can vary in difficulty depending on individual preparation and background.

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

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

Is $200,000 enough to work with a financial professional associate?

A Financial Professional Associate typically works with clients to develop financial plans and manage investments; the amount of money a client has, such as $200,000, can influence the scope of services provided. While $200,000 is a substantial sum that can support various financial strategies, the adequacy depends on individual goals and the advisor's fee structure, which may include commissions or flat fees. Clients with this amount often seek comprehensive planning, including retirement, estate, and investment management, and should discuss fee arrangements with their advisor.

What are Financial Professional Associates?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often use financial software, maintain client records, and may pursue certifications like the Series 7 or Series 66 to enhance their expertise. The role typically involves a structured schedule and requires strong analytical and communication skills.

What are some common challenges faced by Financial Professional Associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities in Ohio are hiring for Financial Professional Associate jobs? Cities in Ohio with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Ohio as of June 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $83,185 per year, or $40 per hour.
Finance Professional

Finance Professional

Adecco

Miamisburg, OH • On-site

$35/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Adecco is currently assisting a local Customer in their search for a Finance Professional position in Miamisburg, OH. This is a great opportunity to further your existing skills as a Finance Professional, while working with a great company. The best part is you would be joining a winning culture with Adecco while on assignment with our customer and have access to all our Adecco Perks!

Perks:

  • Shift: 1st shift

  • Weekly paycheck

  • Pay: $35.00 Per Hour

  • Access to Adecco’s Aspire Academy with thousands of free upskilling courses

Responsibilities:

  • Prepares and enters journal entries for general ledger accounts. Areas of responsibility may include cash prepaids inventory and accruals. Audits journal entries and accounting classifications assigned to various records for accuracy.

  • Analyzes financial reports and records making recommendations relative to the accounting reserves assets and expenditures.

  • Reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records. Performs ad hoc analysis and develops or recommends accounting methods and procedures

  • Coordinates accounting matters with other departments locations and divisions.

  • Performs other duties as assigned

Requirements:

  • 5 years in the accounting/finance field

  • High school diploma or GED

  • General ledger, accounts payable/receivable experience

  • Proficient in MS Office

This role is being recruited for by one of our Centralized Delivery Team and not your local Branch. To be considered, please follow the steps included upon your application. For instant consideration for this Finance Professional position with Adecco in Miamisburg, OH apply today!


Pay Details: $35.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.