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Operations Financial Advisor Jobs in Ohio (NOW HIRING)

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ... You'll also contribute to business development, operational improvement, and firm leadership ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP ... You'll also contribute to business development, operational improvement, and firm leadership ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $200K/yr

Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ... You'll also contribute to business development, operational improvement, and firm leadership ...

RIA Recruiting

Financial Advisor

Independence, OH · On-site +1

$125K - $175K/yr

Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth ... operations, and client service, to ensure all client-related activities are executed efficiently ...

SmartBank

Financial Advisor

Columbus, OH · On-site

This unique combination allows advisors to deliver comprehensive financial guidance while ... Ensure Operational and Regulatory Excellence * Maintain accurate client records and documentation.

SmartBank

Financial Advisor

Columbus, OH · On-site

This unique combination allows advisors to deliver comprehensive financial guidance while ... Ensure Operational and Regulatory Excellence: Maintain accurate client records and documentation.

Rainmaker Resources, LLC

CFO

Cincinnati, OH · Hybrid

Drive continuous improvement within finance operations. * Monitor grant budgets and ensure compliance with funder requirements. * Advise on financial aspects of grant applications and funding sources.

Hantz Group

Financial Planning Assistant

Willoughby, OH · On-site

... 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 ...

Hantz Group

Financial Planning Assistant

Willoughby, OH · On-site

... 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 ...

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All JobsOperations Financial Advisor JobsOperations Financial Advisor Jobs in Ohio

Operations Financial Advisor information

What is an operations financial advisor?

Operations Financial Advisors are professionals who provide financial guidance and analysis to help organizations improve their operational efficiency and profitability. They evaluate financial data, develop cost-saving strategies, and work closely with operations teams to ensure that financial resources are optimized. Their role often includes budgeting, forecasting, and identifying areas where processes can be streamlined to support business goals. By bridging the gap between finance and operations, they help companies make informed decisions that drive growth and sustainability.

How does an operations financial advisor typically collaborate with other departments to improve financial performance?

An Operations Financial Advisor works closely with teams such as operations, accounting, and senior management to analyze financial data and identify areas for cost optimization. They often participate in cross-functional meetings to align financial goals with operational strategies, provide insights on budget variances, and help develop actionable plans for process improvements. Regular communication and collaboration are key, as the advisor serves as a bridge between financial objectives and operational execution, ensuring all departments work towards shared business targets.

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

To excel as an Operations Financial Advisor, you need strong analytical skills, a deep understanding of financial principles, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP or Oracle, and certifications such as CFA or CPA are highly advantageous. Excellent communication, problem-solving abilities, and attention to detail help you effectively guide operational decisions and collaborate with cross-functional teams. These skills are essential for providing accurate financial insights, optimizing operations, and supporting strategic business growth.

What cities in Ohio are hiring for Operations Financial Advisor jobs?

Cities in Ohio with the most Operations Financial Advisor job openings:

Infographic showing various Operations Financial Advisor job openings in Ohio as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Financial Advisor

Independence, OH • On-site, Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$125K - $175K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Financial Advisor - Tempo Wealth
Location: Independence, OH
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.
This position can be hybrid after a training period in the office
Salary & Benefits
  • Salary Range: $125,000 - $175,000, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer

Key Responsibilities
  • Lead client meetings with the plan to take over client relationships over time
  • Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
  • Cultivate and maintain strong relationships with clients
  • Understand clients' financial goals and preferences
  • Review and execute on financial planning tasks after client meetings
  • Stay informed on financial market trends and regulatory changes
  • Identify opportunities for client growth and new business

Qualifications
  • Minimum 7 years of experience in an advisory role
  • Excellent written and verbal communication skills, both internally and client-facing
  • Warm communication with clients
  • Ability to speak to prospects and close warm leads
  • Tech-savvy, with the ability to learn quickly
  • Organized and detail-oriented
  • Problem solving and independent worker - we do not micromanage
  • CFP or ChFC preferred

Hiring Process
Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.

Apply