Advanced degree in finance, accounting, business, or law * Experience applying independence ... Work you'll do As a Specialist Manager, Risk Compliance on the Personal Consultation team, you will ...
Advanced degree in finance, accounting, business, or law * Experience applying independence ... Work you'll do As a Specialist Manager, Risk Compliance on the Personal Consultation team, you will ...
Personal Training Lead
Pickerington, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead
Pickerington, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead
Pickerington, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead
Pickerington, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead
Pickerington, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead
Pickerington, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Middle Market Banker II - Cleveland, OH
Cleveland, OH · On-site
$225K - $240K/yr
Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based ...
Middle Market Banker II - Cleveland, OH
Cleveland, OH · On-site
$225K - $240K/yr
Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based ...
Middle Market Banker II - Cleveland, OH
Cleveland, OH · On-site
$225K - $240K/yr
Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based ...
Middle Market Banker II - Cleveland, OH
Cleveland, OH · On-site
$225K - $240K/yr
Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead 2
Dublin, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Personal Training Lead 2
Dublin, OH · On-site
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...
Financial Manager, Office of Federal & Capital Accounting, PN 20063568 What You Will Do: * Lead and ... Receive paid time off with vacation, sick and personal leave * Receive 11 paid holidays per year.
Financial Manager, Office of Federal & Capital Accounting, PN 20063568 What You Will Do: * Lead and ... Receive paid time off with vacation, sick and personal leave * Receive 11 paid holidays per year.
Financial Manager, Office of Federal & Capital Accounting, PN 20063568 What You Will Do: * Lead and ... Receive paid time off with vacation, sick and personal leave * Receive 11 paid holidays per year.
Financial Manager, Office of Federal & Capital Accounting, PN 20063568 What You Will Do: * Lead and ... Receive paid time off with vacation, sick and personal leave * Receive 11 paid holidays per year.
Financial Aid Counselor - Financial Aid Office
Ashland, OH · On-site
$33K - $44K/yr
... personal financial planning, and money management. Responsible for a section of undergraduate and graduate students based on the alphabet. * Resolves conflicting information, SARC codes, and over ...
Financial Aid Counselor - Financial Aid Office
Ashland, OH · On-site
$33K - $44K/yr
... personal financial planning, and money management. Responsible for a section of undergraduate and graduate students based on the alphabet. * Resolves conflicting information, SARC codes, and over ...
Financial Consultant
Columbus, OH · On-site
$72.70 - $95.50/hr
... important personal financial planning decisions are based.Interacts with retirement plan ... Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management ...
Financial Consultant
Columbus, OH · On-site
$72.70 - $95.50/hr
... important personal financial planning decisions are based.Interacts with retirement plan ... Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management ...
Chief Financial Officer
Westerville, OH · On-site
Controller, Director, Revenue Cycle, Purchase - Logistics Mgr ESSENTIAL FUNCTIONS AND ... Possess a high level of personal and professional ethics and integrity * Strong analytical ...
Chief Financial Officer
Westerville, OH · On-site
Controller, Director, Revenue Cycle, Purchase - Logistics Mgr ESSENTIAL FUNCTIONS AND ... Possess a high level of personal and professional ethics and integrity * Strong analytical ...
Chief Financial Officer
Westerville, OH · On-site
Controller, Director, Revenue Cycle, Purchase - Logistics Mgr ESSENTIAL FUNCTIONS AND ... Possess a high level of personal and professional ethics and integrity * Strong analytical ...
Quick apply
Chief Financial Officer
Westerville, OH · On-site
Controller, Director, Revenue Cycle, Purchase - Logistics Mgr ESSENTIAL FUNCTIONS AND ... Possess a high level of personal and professional ethics and integrity * Strong analytical ...
Personal Financial Manager information
See Ohio salary details
$23.8K - $36.4K
11% of jobs
$36.4K - $49K
2% of jobs
$49K - $61.6K
3% of jobs
$71.7K is the 25th percentile. Wages below this are outliers.
$61.6K - $74.2K
12% of jobs
$74.2K - $86.9K
14% of jobs
The median wage is $94.5K / yr.
$86.9K - $99.5K
15% of jobs
$109.1K is the 75th percentile. Wages above this are outliers.
$99.5K - $112.1K
25% of jobs
$112.1K - $124.7K
9% of jobs
$124.7K - $137.3K
5% of jobs
$137.3K - $150K
2% of jobs
$150K - $162.6K
2% of jobs
$23.8K
$93.3K
$162.6K
How much do personal financial manager jobs pay per year?
As of Sep 4, 2026, the average yearly pay for personal financial manager in Ohio is $93,266.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $107,000.00 per year, depending on experience, location, and employer.
What is a personal financial manager?
A Personal Financial Manager is a professional who helps individuals and families manage their finances, create budgets, plan for retirement, and make informed financial decisions. They assess a client's financial situation, set achievable financial goals, and develop strategies for saving, investing, and debt management. Personal Financial Managers may also advise on tax planning, insurance needs, and estate planning, offering tailored advice to help clients achieve financial security and growth.
What does a personal financial manager do?
Personal Financial Managers work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They conduct in-depth assessments, gather relevant financial documents, and facilitate open discussions to identify short- and long-term objectives. Collaboration is ongoing, with regular meetings to review progress, update plans based on life changes, and adjust investment strategies or budgeting as needed. This client-focused approach ensures that financial plans remain personalized and effective over time.
What are the key skills and qualifications needed to thrive as a personal financial manager?
To thrive as a Personal Financial Manager, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a degree in finance or accounting and relevant certifications like CFP or CPA. Familiarity with financial planning software, portfolio management systems, and tax preparation tools is typically required. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top performers apart. These skills ensure you can build strong client relationships, develop effective financial plans, and help clients achieve their financial goals.
What is the difference between Personal Financial Manager vs Financial Advisor?
| Aspect | Personal Financial Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Private clients, wealth management firms | Financial institutions, independent practice |
| Employer & Industry | Wealth management firms, banks, private clients | Financial planning firms, banks, investment firms |
Both roles involve financial planning and client advising, but Personal Financial Managers typically handle comprehensive wealth management for high-net-worth individuals, while Financial Advisors may serve a broader client base with a focus on investment and retirement planning. The roles often overlap, but the scope and client profile can differ.
What are the most commonly searched types of Personal Financial jobs in Ohio?
The most popular types of Personal Financial jobs in Ohio are:
What are popular job titles related to Personal Financial Manager jobs in Ohio?
For Personal Financial Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Personal Financial Manager jobs in Ohio look for?
The top searched job categories for Personal Financial Manager jobs in Ohio are:
What cities in Ohio are hiring for Personal Financial Manager jobs?
Cities in Ohio with the most Personal Financial Manager job openings:
Specialist Manager, Risk and Compliance Services (Personal Consultation)
Columbus, OH • On-site
Full-time
Re-posted 10 days ago
Deloitte rating
8.2
Based on 93 frontline employees who took The Breakroom Quiz
46th of 152 rated financial services
Job description
Are you interested in being on the cutting edge of regulatory compliance? In this highly consultative role, you'll work closely with Deloitte professionals and engagement teams and help them navigate independence considerations impacting personal financial relationships and employment relationships. Success in this role requires strong research and investigative skills and the ability to apply professional judgment under time pressure - regularly partnering with ICN and engagement leadership to gather relevant facts to assess compliance with independence policies and rules. If this sounds exciting, then the ICN Personal Consultation team may be the right fit for you!
Recruiting for this role ends on 9/30/2026.
Work you'll do
As a Specialist Manager, Risk Compliance on the Personal Consultation team, you will be responsible for:
- Managing and providing direction to staff team members, including reviewing documentation related to employment relationships and personal financial relationships held by Deloitte professionals and their family members
- Working with ICN PPMDs and Senior Managers to analyze and conclude on the permissibility of financial relationships held by professionals across the firm
- Liaising with professionals and engagement teams to corroborate information, document analyses, and communicate conclusions
- Drafting and reviewing communications to audit clients and audit committees, and performing research to identify complex affiliate relationships
- Interpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance. Independence requirements are defined by specific sets of policies, external rules, and regulations, so maintaining independence is essential to the business and reputation of Deloitte.
ICN is part of Deloitte Risk & Brand Protection. At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.
Qualifications
Required:
- Bachelor's degree
- 6+ years of experience in professional services, compliance, risk management, accounting, financial services, legal, or audit environments
- Experience analyzing and interpreting rules, regulations, standards, or firm policies
- Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Certified Public Accountant (CPA) license
- Advanced degree in finance, accounting, business, or law
- Experience applying independence requirements for professional auditing firms
- Experience in public accounting
- Experience in regulatory compliance, risk assessment, or financial services
- Experience interpreting rules, regulations, and standards
- Proficiency with Microsoft Word, PowerPoint, OneNote, Teams, and other standard office productivity tools
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93000 to $171300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
This position is aligned with the Core model. To view the associated benefit package, please reference this document:
Benefit Plan Core/Domain: USBenefitsJourneyCDandETAM
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
EA_ExpHire,EA_RBP_ExpHire
Are you interested in being on the cutting edge of regulatory compliance? In this highly consultative role, you'll work closely with Deloitte professionals and engagement teams and help them navigate independence considerations impacting personal financial relationships and employment relationships. Success in this role requires strong research and investigative skills and the ability to apply professional judgment under time pressure - regularly partnering with ICN and engagement leadership to gather relevant facts to assess compliance with independence policies and rules. If this sounds exciting, then the ICN Personal Consultation team may be the right fit for you!
Recruiting for this role ends on 9/30/2026.
Work you'll do
As a Specialist Manager, Risk Compliance on the Personal Consultation team, you will be responsible for:
- Managing and providing direction to staff team members, including reviewing documentation related to employment relationships and personal financial relationships held by Deloitte professionals and their family members
- Working with ICN PPMDs and Senior Managers to analyze and conclude on the permissibility of financial relationships held by professionals across the firm
- Liaising with professionals and engagement teams to corroborate information, document analyses, and communicate conclusions
- Drafting and reviewing communications to audit clients and audit committees, and performing research to identify complex affiliate relationships
- Interpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance. Independence requirements are defined by specific sets of policies, external rules, and regulations, so maintaining independence is essential to the business and reputation of Deloitte.
ICN is part of Deloitte Risk & Brand Protection. At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.
Qualifications
Required:
- Bachelor's degree
- 6+ years of experience in professional services, compliance, risk management, accounting, financial services, legal, or audit environments
- Experience analyzing and interpreting rules, regulations, standards, or firm policies
- Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Certified Public Accountant (CPA) license
- Advanced degree in finance, accounting, business, or law
- Experience applying independence requirements for professional auditing firms
- Experience in public accounting
- Experience in regulatory compliance, risk assessment, or financial services
- Experience interpreting rules, regulations, and standards
- Proficiency with Microsoft Word, PowerPoint, OneNote, Teams, and other standard office productivity tools
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93000 to $171300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
This position is aligned with the Core model. To view the associated benefit package, please reference this document:
Benefit Plan Core/Domain: USBenefitsJourneyCDandETAM
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
EA_ExpHire,EA_RBP_ExpHire
About Deloitte
Sourced by ZipRecruiter
Industry
Finance and insurance and business management consulting
Company size
10,000+ Employees
Headquarters location
Orlando, FL, US