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Wealth Advisor Associate Jobs in Ohio (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at ...

Waverly Advisors, LLC

Wealth Advisor

Cincinnati, OH · On-site

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation ...

CBIZ

Associate Wealth Advisor

Cleveland, OH

Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation ...

First Financial Bank

Wealth Advisor II

Cincinnati, OH · On-site

$74K - $100K/yr

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth ... Frequently sits, stands and drives Compliance Statement The associate is responsible for meeting ...

Ci

Associate Wealth Advisor

Columbus, OH

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. * Advanced capability of all wealth, investment, and financial ...

New

Corient Private Wealth LLC

Senior Wealth Analyst

Columbus, OH · On-site

$82K - $102K/yr

Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor * Data ...

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

TFO Wealth Partners is seeking a Family Wealth Strategist. _____ The Family Wealth Strategist ... Mentor and collaborate with internal advisers and associates to support client relationships

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Ohio

Wealth Advisor Associate information

See Ohio salary details

$36.6K

$63.8K

$107K

How much do wealth advisor associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for wealth advisor associate in Ohio is $63,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Advisor Associate, and why are they important?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are the most commonly searched types of Wealth Advisor jobs in Ohio? The most popular types of Wealth Advisor jobs in Ohio are:
What are popular job titles related to Wealth Advisor Associate jobs in Ohio? For Wealth Advisor Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Ohio look for? The top searched job categories for Wealth Advisor Associate jobs in Ohio are:
What cities in Ohio are hiring for Wealth Advisor Associate jobs? Cities in Ohio with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,846 per year, or $30.7 per hour.
Wealth Advisor

Wealth Advisor

HORAN Wealth

Cincinnati, OH

Full-time, Part-time

Medical, Life, Retirement, PTO

Posted 12 days ago

Job description

Job Title: Wealth Advisor Full or Part Time: Full-Time
Department: HORAN Wealth FLSA Status: Exempt
Position Reports To: Vice President, Wealth Advisor
Position Summary:
HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future.
As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth.
Core Responsibilities:
  1. Client Relationship Management:
    • Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
    • Serve as the primary point of contact and trusted advisor for clients' financial needs.
  2. Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
    • Develop personalized financial plans based on clients' goals and objectives.
  3. Investment Management:
  • Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
  • Monitor and adjust portfolios as needed to optimize performance.
  1. Insurance and Risk Management:
  • Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
  1. Client Education:
  • Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
  1. Compliance and Ethics:
  • Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
  1. Business Development:
  • Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Qualifications Required:
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field.
  • Previous experience in financial services or wealth management preferred.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent interpersonal and communication skills, with a client-focused mindset.
  • Detail-oriented with the ability to multitask and prioritize tasks effectively.
  • Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within the firm.
  • Collaborative and supportive work environment with a focus on work-life balance.
HORAN History:
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
How to Apply:
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
We look forward to hearing from you!

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