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Personal Financial Advisor Jobs in Ohio (NOW HIRING)

First Command

Financial Advisor

Beavercreek, OH · On-site

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... As the personal coach to our Nation's military families, you will focus on financial plans that are ...

First Command

Financial Advisor

Columbus, OH · On-site

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... As the personal coach to our Nation's military families, you will focus on financial plans that are ...

First Command

Financial Advisor

Columbus, OH · On-site

$60 - $80/hr

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... As the personal coach to our Nation's military families, you will focus on financial plans that are ...

First Command

Financial Advisor

Beavercreek, OH · On-site

$60 - $80/hr

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... As the personal coach to our Nation's military families, you will focus on financial plans that are ...

Thrivent

Financial Advisor

Columbus, OH

As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Provide personal, actionable and achievable advice and connect clients to Thrivent products and ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

... personal. We're also educators and advocates. From Freemium , our free service model for ... Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ...

rebel Financial

Lead Financial Advisor

Groveport, OH

$85K - $150K/yr

... is personal. We're also educators and advocates. From Freemium, our free service model for ... Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $200K/yr

... is personal. We're also educators and advocates. From Freemium, our free service model for ... Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ...

CODY J BEATTY

Financial Advisor

Upper Arlington, OH · On-site

$65K - $200K/yr

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry ... With a more personal approach, develop stronger relationships with your clients and network to grow ...

CODY J BEATTY

Financial Advisor

Upper Arlington, OH · On-site

$65K - $200K/yr

With a more personal approach, develop stronger relationships with your clients and network to grow ... Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and ...

CODY J BEATTY

Financial Advisor

Upper Arlington, OH · On-site

$65K - $200K/yr

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry ... With a more personal approach, develop stronger relationships with your clients and network to grow ...

49-Financial

Financial Advisor - Ohio

Dublin, OH · On-site

$80 - $100/hr

... as Financial Advisors with a primary focus on client acquisition and long-term service. In this ... Identify and pursue new business opportunities through networking, referrals, and personal market ...

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All JobsPersonal Financial Advisor JobsPersonal Financial Advisor Jobs in Ohio

Personal Financial Advisor information

See Ohio salary details

$35.7K

$62.9K

$89.8K

How much do personal financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for personal financial advisor in Ohio is $62,902.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $80,800.00 per year, depending on experience, location, and employer.

What is a personal financial advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

What does a personal financial advisor do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

What are the key skills and qualifications needed to thrive as a personal financial advisor?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.

How do personal financial advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

Can you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, often requiring relevant certifications like the CFP and strong client management skills. Many advisors operate as independent contractors or own their own businesses, providing personalized financial planning services. Licensing and compliance with industry regulations are essential for self-employment in this field.

How much do personal financial advisors get paid?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.
More about Personal Financial Advisor jobs

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Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Ohio as of September 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 4% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $62,902 per year, or $30.2 per hour.

Financial Advisor

First Command Financial Services, Inc.

Beavercreek, OH • On-site

Full-time

Re-posted 24 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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