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Professional Advisor Jobs in Ohio (NOW HIRING)

MAI WEALTH MANAGEMENT, INC.

Senior Wealth Advisor

North Canton, OH · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Present to clients and collaborate with their attorneys and other professional advisors to implement. * Lead client meetings at all phases of the wealth planning cycle to identify complex issues and ...

Jovie

College Admissions Advisor

Cleveland, OH

$18.12 - $21.82/hr

Professionally advising, researching, and active listening are core skill sets necessary to perform in this position, all working toward helping a family and a student prepare for going off to ...

Jovie

College Admissions Advisor

Columbus, OH

$18.12 - $21.82/hr

Professionally advising, researching, and active listening are core skill sets necessary to perform in this position, all working toward helping a family and a student prepare for going off to ...

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How much do professional advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for professional advisor in Ohio is $17.98, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $18.27 per hour, depending on experience, location, and employer.

How does a professional advisor typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

What is a professional advisor?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

Do you need a degree to be a professional advisor?

A degree is not always required to become a professional advisor, but many employers prefer candidates with a relevant bachelor's degree or higher in fields such as finance, law, or counseling. Relevant certifications, experience, and strong interpersonal skills can also be important for success in this role.

What degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

What are the key skills and qualifications needed to thrive as a professional advisor, and why are they important?

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.

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

The most popular types of Advisor jobs in Ohio are:

What cities in Ohio are hiring for Professional Advisor jobs?

Cities in Ohio with the most Professional Advisor job openings:

Professional Advisor jobs near you

Senior Wealth Advisor

MAI WEALTH MANAGEMENT, INC.

North Canton, OH • On-site

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted yesterday

Job description

GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES

  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

EXPERIENCE/CREDENTIALS

  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP)
  • Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills


FEATURED BENEFITS:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement