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Wealth Advisor Associate Jobs in Ohio (NOW HIRING)

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

Ci

Senior Wealth Analyst

Columbus, OH

$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 ...

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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 Sep 2, 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 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 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 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 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 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 August 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $63,846 per year, or $30.7 per hour.

Senior Financial Advisor

Meeder Investment Management

Dublin, OH • On-site

Full-time

Re-posted 16 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Senior Financial Advisor
The Meeder Wealth Management team operates in a fiduciary role by providing the highest level of transparency in creating comprehensive investment and financial solutions. The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for excellence. Meeder's core values are the base of everything we do and guide us in every interaction with our clients, as well as our internal team members. The Meeder Wealth Management team is seeking an established and experienced Senior Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate meets with clients to determine their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Primary Responsibilities:
  • Grow our business strategically by cultivating of new wealth management client business.
  • Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management's history of serving clients over 45 years.
  • Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
  • Consistently and accurately manage information within the CRM software platform.
  • Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
  • Share expertise to effectively grow and enhance other team members business development capabilities.
  • Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.

Critical Success Factors:
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Strong understanding and belief in all solutions available to clients.
  • Strong knowledge of the investment business and strong understanding of financial planning concepts.
  • Excellent communication (both written and verbal), interpersonal, and computer skills.
  • Ability to connect with potential clients and build relationships on an individual basis.
  • Excellent oral and written communication skills.
  • Team player who works collaboratively with others.

Skills Required:
  • 5+ years of financial advisory experience.
  • Bachelor's degree in finance, economics or a related field.
  • FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
  • CFP, CHFC designation preferred (completed or in progress).

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