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Wealth Advisor Associate Jobs in Ohio (NOW HIRING)

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

Ci

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 ...

Jambalaya Group

Associate Financial Advisor

Columbus, OH · On-site

$75K - $90K/yr

Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This position is ...

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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 Aug 8, 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?

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:
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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 August 2026, with employment types broken down into 86% Full Time, 7% Part Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $63,846 per year, or $30.7 per hour.

Family Wealth Strategist I

TFO Wealth Partners

Maumee, OH • On-site

$114K - $148K/yr

Full-time

Re-posted 18 days ago

Job description

Description:

TFO Wealth Partners is seeking a Family Wealth Strategist.
_______________________________________________________________________________________________________________

The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ideal for a seasoned professional who enjoys being the “face of the client relationship,” leading complex planning conversations, and mentoring a team of experienced advisers, associates, and client coordinators. The ultimate goal of this role is to help high-net-worth families become stronger, closer, and wiser about their financial future.

Key Responsibilities

  • Serve as the lead adviser for assigned client families
  • Develop and implement comprehensive wealth management strategies, including:
    • Investment oversight
    • Estate and tax planning coordination
    • Risk management
    • Philanthropic planning
  • Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions
  • Coordinate closely with clients’ outside professionals (attorneys, accountants, trustees) to ensure cohesive execution of strategies
  • Provide thought leadership on complex planning issues and emerging trends in family wealth
  • Mentor and collaborate with internal advisers and associates to support client relationships
  • Build and sustain deep, long-term relationships grounded in trust, discretion, and a fiduciary standard of care

_______________________________________________________________________________________________________________

Requirements:


  • Bachelor’s degree in finance or a related field (required)
  • Series 65 or equivalent (IAR)
  • CFP®, CFA®, or equivalent professional designation
  • Minimum of 5 years of proven experience in the wealth management or financial services industry
  • Strong understanding of:
    • Investment principles
    • Financial planning tools and methodologies
    • Portfolio administration, including trading
  • Ability to evaluate client investment holdings and asset allocation
  • Strong communication, computer, and interpersonal skills
  • High attention to detail and commitment to accuracy
  • Demonstrated eagerness to pursue ongoing professional education

Additional Skills and Attributes

  • Ability to maintain professional composure in a dynamic, fast-paced environment
  • Strong organizational, prioritization, and time management skills
  • Exceptional client service mindset with a focus on long-term relationships
  • Collaborative team player who shares knowledge and works toward common goals
  • Ability to work independently, meet deadlines, and manage competing priorities
  • Proactive, strategic thinker with adaptability to change
  • High standard of personal responsibility and accountability
  • Willingness to participate in training, coaching, and mentoring for continuous improvement
  • Flexible, anticipatory, and solutions-oriented approach to client and team needs