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Wealth Advisory Associate Jobs in Ohio (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

... advisory services to clients. You will work closely with clients to understand their financial ... Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter ...

Marsh Berry

Operations Associate

Woodmere, OH · On-site

We are seeking an Operations Associate to join our team. We have a people-first, fast-paced ... wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth ...

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

$100K - $120K/yr

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth ...

Bank of America

Wealth Management Client Associate

Canfield, OH · On-site

$12.25 - $16.75/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled ...

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Wealth Advisory Associate information

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

What are the key skills and qualifications needed to thrive as a wealth advisory associate, and why are they important?

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.

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

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

What are popular job titles related to Wealth Advisory Associate jobs in Ohio?

For Wealth Advisory Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Wealth Advisory Associate jobs in Ohio look for?

The top searched job categories for Wealth Advisory Associate jobs in Ohio are:

What cities in Ohio are hiring for Wealth Advisory Associate jobs?

Cities in Ohio with the most Wealth Advisory Associate job openings:

Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 2% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Beachwood, OH • On-site

Full-time

Medical, Retirement, PTO

Posted 16 days ago

Job description

Empowering Financial Futures. 

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. 

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. 

This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH). 

OVERVIEW:

The primary function of the Client Service Associate is to support designated Relationship Managers in day-to-day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners. 

RESPONSIBILITIES:

Account Support and Administration
  • Support Relationship Managers in the administration of trust, investment and retirement accounts. Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information. 
  • Monitor and review daily reports for accuracy, action items, resolution, and follow-up. 
  • Assist with account opening, asset transfer, account terminations, and special asset management. 
  • Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions. 
  • Manage incoming and outgoing client communications, including preparing correspondence and managing document retention.
Client and Relationship Manager Support
  • Act as an initial point of contact for client inquiries and team communications. 
  • Independently handle certain routine to moderately complex client (internal and/or external clients) matters and undertake research or take needed action to resolve (with guidance from senior officers where appropriate).
  • Serve as direct back-up to other team/office support professionals to provide team-based coverage. 
  • Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities. 
  • Assist in the reception of client guests, and answer office phones as needed. 
  • Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed. 
  • Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met. 
  • Assist in the completion of expense reports and other related requirements for professionals.
Firm Building 
  • Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices. 
  • Participate in special projects and identify process improvements. 
  • Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

REQUIRED QUALIFICATIONS: 

  • Bachelor’s degree or equivalent experience required. 
  • 0-4 years of experience in the financial services area, preferably in a fiduciary environment, is preferred. 

PREFERRED QUALIFICATIONS:

  • Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing. Knowledge of Salesforce.com applications is desirable. 
  • Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person. 
  • Proven ability to interact effectively with other professionals on a daily basis. 
  • Excellent verbal and written communication skills/pleasant telephone manner. 
  • Proven competence in organizational and problem-solving skills, ability to work well under pressure, and consistent accuracy and attention to detail. 
  • Self-starter with a great deal of initiative. 
  • Full understanding of client privacy and confidentiality. 

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available 

-Superior 401k match  

-Tuition reimbursement 

-Company subsidized commuter benefits

-Generous paid time off, including parental leave 

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/. 

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. 

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