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Remote Financial Advisor Trainee Jobs in Ohio (NOW HIRING)

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Financial Advisor

Independence, OH · On-site +1

$125K - $175K/yr

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 ...

Huntington

As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Upsourced Accounting

Advisor

Columbus, OH · On-site +1

The Role An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO. ... Hybrid and remote-friendly work environment

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

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Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

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For Remote Financial Advisor Trainee jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Trainee jobs in Ohio look for?

The top searched job categories for Remote Financial Advisor Trainee jobs in Ohio are:

What cities in Ohio are hiring for Remote Financial Advisor Trainee jobs?

Cities in Ohio with the most Remote Financial Advisor Trainee job openings:

Remote Financial Advisor Trainee jobs near you
Infographic showing various Remote Financial Advisor Trainee job openings in Ohio as of August 2026, with employment types broken down into 80% Full Time, 16% Part Time, and 4% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% 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 27 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