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Wealth Associate Jobs in Ohio (NOW HIRING)

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 ...

Waverly Advisors, LLC

Wealth Advisor

Cincinnati, OH · On-site

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

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 ...

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 ...

Oxford Financial GRP

Sr. Wealth Strategist

Cincinnati, OH · On-site

$118K - $153K/yr

... associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 9, 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 Advisor II

First Financial Bank

Cincinnati, OH • On-site

$74K - $100K/yr

Full-time

Re-posted 16 days 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 Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
Essential Functions/Responsibilities
  • Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
  • Generates sales leads through cross-function collaboration, centers of influence and personal contacts
  • Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
  • Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
  • Coordinates unique portfolio requirements or client situations with FFB Investment Committee
  • Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
  • Utilization of financial planning to drive client retention and acquisition
  • Serves on the FFB Investment Committee as client advocate and strategy consultant
  • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
  • Relationship management experience with clients is required
  • Knowledge of investment solutions, risk management, asset allocation and program design
  • Demonstrated knowledge and use of financial planning software

Preferred Knowledge and Skills
  • Business development experience is a plus
  • Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
  • Experience in banking or financial services is preferred
  • Bachelor's degree in Business or other related field of study
  • CFA/CFP is preferred
  • Demonstrated commitment to professional development
  • Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
  • N/A

Physical Requirements
  • Occasionally lifts and carries up to 20 lbs
  • Frequently lifts and carries up to 10 lbs
  • Frequently sits, stands and drives

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
Pay Range:
$74,000/year to $100,000/year
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.

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