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Wealth Associate Jobs in Ohio (NOW HIRING)

Oxford Financial Group, Ltd.

Wealth Strategist

Cincinnati, OH · On-site

$118K - $153K/yr

Review work from associates and integrate feedback. * Research and respond to estate and financial ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

CAPTRUST

Wealth Client Management Associate

West Chester, OH · On-site

$13.75 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...

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$10

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$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.

Associate Advisor - Wealth Mgmt (In Office)

NFP Corp

North Royalton, OH • On-site

$70K - $90K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 9 days ago

Job description

Posting Description
Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients. This role works closely with Advisors to address clients’ asset management and financial planning needs. Key responsibilities include gathering and analyzing data, designing financial strategies, developing and applying financial plans, and assisting with portfolio implementation. The Associate Advisor plays a critical role in enhancing the client experience and ensuring the seamless execution of financial solutions.

Essential Duties and Responsibilities:
  • Support Advisors in all aspects of financial planning and portfolio management.
  • Create and update financial plans and investment proposals for clients and prospects.
  • Prepare materials for client meetings and ensure thorough coordination with internal teams.
  • Attend client meetings, take detailed notes, and manage all follow-up activities.
  • Initiate and respond to client inquiries regarding strategies, accounts, and portfolios.
  • Process new client accounts, distributions, and other financial transactions.
  • Monitor and rebalance client portfolios to maintain target allocations.
  • Liaise with clients’ attorneys, accountants, and other professionals as needed.
  • Maintain and update client records in CRM systems; ensure accurate documentation.
  • Schedule and assist in the preparation of annual and ad-hoc client meetings.
  • Track and report on account opening and asset transfer progress.
  • Run and review account maintenance reports on a regular basis.
  • Ensure timely execution of Required Minimum Distributions (RMDs).
  • Collaborate with Wealth Managers and Client Service team members to deliver exceptional service to all individuals.
  • Assist with client data consolidation and administrative tasks.
  • Participate in special projects and problem-solving initiatives, as needed.
  • Engage in ongoing professional development, including industry meetings and certification programs.
Knowledge, Skills and/or Abilities:
  • Strong interpersonal and communication skills, with the ability to build rapport with both clients and internal team members.
  • Ability to work independently while also thriving in a collaborative, team-oriented environment.
  • Proactive in anticipating client and team needs and delivering timely, thoughtful solutions.
  • Demonstrated project management and consulting capabilities, with attention to detail and follow-through.
  • Commitment to accuracy and high-quality work, even under tight deadlines.
  • Excellent time management, organizational, and decision-making skills.
  • Clear and effective written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan.
  • Foundational understanding of investment principles, financial planning concepts, and wealth management practices.
Education and/or Experience:
  • Four-year College Degree
  • 5 years of Financial Service Experience Preferred
Certificates, Licenses, Registration:
  • Series 7 & 66 required
  • Completed or Pursuing CFP
  • Completed or Pursuing Life, Accident, Health Insurance License
What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, when all is said and done, we exist to be there for others. The base salary range for this position is $70,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

2584578Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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