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Wealth Management Client Associate Jobs in Ohio (NOW HIRING)

UBS

Client Associate

Cleveland, OH

We're looking for a Client Associate to: • keep management systems up-to-date with client ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

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 ...

Wells Fargo

Client Associate

Dublin, OH · On-site

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this ...

H Cap Connect, LLC.

Client Service Associate

Avon, OH

$50K - $65K/yr

Wealth Management / Financial Services Salary: Based on experience ($50,000 - $65,000) Be the First Impression. And the Lasting One. A growing wealth management firm in Avon is seeking a Client ...

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Ohio

Wealth Management Client Associate information

See Ohio salary details

$9

$21

$38

How much do wealth management client associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for wealth management client associate in Ohio is $21.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.75 per hour, depending on experience, location, and employer.

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

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

How does a Wealth Management Client Associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are Wealth Management Client Associates?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Ohio as of June 2026, with employment types broken down into 1% As Needed, 68% Full Time, 26% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,300 per year, or $21.3 per hour.
Wealth Management Co-op 2027

Wealth Management Co-op 2027

Bartlett Wealth Management

Cincinnati, OH

Other

Posted 28 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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