ZipRecruiter

Log In

1

Wealth 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 ...

AllianceBernstein

Associate

Cleveland, OH · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

Mariner

Associate Wealth Advisor (AWA)

Cincinnati, OH · On-site

$75K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

New

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

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 · 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 ...

next page

Showing results 1-20

All JobsWealth Associate JobsWealth Associate Jobs in Ohio

Wealth Associate information

See Ohio salary details

$10

$18

$31

How much do wealth associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for wealth associate in Ohio is $18.89, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.66 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the key skills and qualifications needed to thrive as a wealth associate?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Ohio? The most popular types of Wealth jobs in Ohio are:
What cities in Ohio are hiring for Wealth Associate jobs? Cities in Ohio with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,289 per year, or $18.9 per hour.

Wealth Regional Market President

First Baptist Church of Alamance

Hamilton, OH

Full-time

Re-posted 6 hours ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

The Wealth Regional Market President is responsible for driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market while creating strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group.
  • Establish sales goals, define and manage to success formulas, coach and educate business partners.
  • Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback.
  • Develop and implement sales strategies specific to assigned markets.
  • Implement and maintain necessary systems infrastructure to support Wealth and Private Client facing associates including group email, telephone/call center, support case tracking and other technologies. Become proficient within our systems to provide support to the team.
  • Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates. Leverage strengths and understand and identify gaps in performance. Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions.
  • Deliver on implemented KPI's with a focus on continual improvement to enhance the internal and external client experience.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Bachelor's degree in Business or other related field of study.
  • Minimum of 10 years Financial Services experience.
  • Technically sound with demonstrated knowledge and understanding of servicing Wealth and Private Clients and investment management client needs, operational processes and key systems needed to support the Wealth client. Knowledge and understanding of key performance metrics.
  • Relevant experience in managing sales and client service teams.
  • Ability to achieve high level results while adhering to Enterprise Risk Management (ERM).

Preferred Knowledge and Skills

  • Outstanding leadership and collaborative qualities.
  • Master's degree in Business preferred.
  • Advanced designation such as CFP or ChFC preferred.

Level of Complexity and Scope

  • Problems faced are moderately to highly complex in nature

Degree of Independence and Decision-Making

  • Works with limited supervision
  • Applies guidelines with proficiency and effectively manages workflow of team
  • Collaborates with senior and executive roles

Required Supervisory Responsibilities

  • Manage a team of Wealth Advisors, Private Client Bankers, and Wealth Associates, including hiring, retaining, and managing ongoing performance of the team.

Physical Requirements

  • Sit and work on a computer for long periods of time
  • Converse with clients
  • Occasionally lifts and carries up to 50 lbs.
  • Frequently lifts and carries up to 10 lbs.
  • Frequently sits, stands, walks and drives
  • Driving as needed

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

Apply