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Wealth Management Associate Jobs in Ohio (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

Client Relationship Management: * Build and maintain strong relationships with clients by providing ... Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter ...

BofA Securities

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 they envision through a personal relationship with their advisory team committed to their needs. We ...

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How much do wealth management associate jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for wealth management 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Ohio? The most popular types of Wealth Management jobs in Ohio are:
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Wealth Management Associate jobs near you
Wealth Management Co-op 2027

Wealth Management Co-op 2027

Bartlett Wealth Management

Cincinnati, OH • On-site

Temporary

Re-posted 6 days ago

Job description

Summary
The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.
Please note: This co-op opportunity is limited to University of Cincinnati students only at this time.
Responsibilities
Financial Planning Duties:
  • Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings.
  • Organize and summarize living expense data from clients.
  • Assist with eMoney support / connecting accounts.
  • Track completion plan rate of each team member and provide analytics to aid results.
  • Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking.
  • Prepare client friendly financial reports.
  • When appropriate, attend client meetings in a learning capacity.
  • Participate on calls with outside mutual fund managers.
  • Research and other miscellaneous projects.

Investment Duties:
  • Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.
  • Produce the corporate bond buy list two to three days per week.
  • Update and maintain equity summary holding document.
  • Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.
  • Assist Market Charts Committee to prepare investment and economic information for client meetings.
  • Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.
  • Summarize and create weekly Investment meeting recap report to all advisor groups.
  • Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.

Requirements
  • Pursuing a bachelor's degree in a related field (Finance, Economics, other applicable business degree, etc.).
  • Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.
  • Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.
  • Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines.
  • Ability to organize responsibilities and determine priorities in a changing work environment.
  • Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment.
  • Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.

Please note: We do not offer company-sponsored housing or relocation for this internship.

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