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Investment Advisor Associate Jobs in Ohio (NOW HIRING)

CBIZ

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing ... Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter ...

PER

$69 - $104/hr

Reference: 15817 New Associate, Independent Investment Holding, Hamburg, Germany An established ... advisors, while contributing both strong financial analysis and sound commercial judgement. What ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Ohio

Investment Advisor Associate information

See Ohio salary details

$36.6K

$63.8K

$107K

How much do investment advisor associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for investment advisor associate in Ohio is $63,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,400.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

What are the most commonly searched types of Investment Advisor jobs in Ohio?

The most popular types of Investment Advisor jobs in Ohio are:

What are popular job titles related to Investment Advisor Associate jobs in Ohio?

For Investment Advisor Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Ohio look for?

The top searched job categories for Investment Advisor Associate jobs in Ohio are:

What cities in Ohio are hiring for Investment Advisor Associate jobs?

Cities in Ohio with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you

Investment Advisor in Public Funds

Dublin, OH • On-site

Meeder Investment Management
Finance and Insurance • 51 - 200 employees
Learn more about Meeder Investment Managementexternal

Full-time

Re-posted 21 hours ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Investment Advisor in Public Funds
The ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position will be business development within the public sector.
Primary Responsibilities
  • Expand the Public Funds Division
  • Coordinate information flow between clients, staff, operations and investments.
  • Analyze various investment options to identify and propose optimal investment solutions.
  • Coordinate preparation of reports, presentations, proposals and other written communication.
  • Regular networking through attendance at conferences and other municipal events.
  • Educate clients and prospects on current market events and investment opportunities.
  • Support and develop sales, marketing and service initiatives and activities.

Critical Success Factors
  • Understanding of capital markets with an emphasis on fixed income.
  • Familiarity with financial modeling, review and analysis.
  • Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
  • Independent and self-motivated with a proven track record of business development.
  • Ability to think and act strategically.
  • Excellent communication skills, both verbal and written.
  • Effective presentation skills within both large and small audiences.
  • Demonstrates unwavering personal and professional integrity.
  • Desire to take initiative, improve processes and solve problems.
  • Strong quantitative problem solving and analytical skills.
  • Detail oriented with strong organizational skills.
  • Effective relationship management skills.
  • Enthusiastic, high-energy, positive attitude.
  • Willingness to travel regularly.

Skills Required
  • Bachelor's Degree in Finance, Economics or related field.
  • Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
  • CFP, CFA, CMT or other professional designation or candidacy is a plus.
  • Strong working knowledge of Word, Excel and PowerPoint.

Apply