ZipRecruiter

Log In

1

Wealth Management Jobs in Springfield, OH (NOW HIRING)

Deloitte

Tax Manager - Private Wealth

Dayton, OH

$107K - $141K/yr

... management activities. You'll also begin building marketplace eminence through pursuits and other ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

Parallel Advisors

Wealth Strategist

Dayton, OH · Hybrid

$65K - $75K/yr

Parallel Advisors fosters a collaborative culture, allowing Wealth Strategists to gain deep exposure to multiple facets of the financial planning and investment management processes. This is a hybrid ...

DataAnnotation

FP&A Manager - AI Trainer

Dayton, OH · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Dayton, OH · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Treasury Analyst - AI Trainer

Dayton, OH · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

M&A Associate - AI Trainer

Dayton, OH · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

previous pagenext page

Showing results 21-40

All JobsWealth Management JobsWealth Management Jobs in Springfield, OH

Wealth Management information

See Springfield, OH salary details

$67.6K

$88K

$105.4K

How much do wealth management jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth management in Springfield, OH is $88,027.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,900.00 and $98,200.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

What are the most commonly searched types of Wealth Management jobs in Springfield, OH?

The most popular types of Wealth Management jobs in Springfield, OH are:

What job categories do people searching Wealth Management jobs in Springfield, OH look for?

The top searched job categories for Wealth Management jobs in Springfield, OH are:

What cities near Springfield, OH are hiring for Wealth Management jobs?

Cities near Springfield, OH with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Springfield, OH as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $88,027 per year, or $42.3 per hour.

Tax Manager - Private Wealth

Deloitte

Dayton, OH

$107K - $141K/yr

Full-time

Re-posted 3 days ago

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

45th of 151 rated financial services

Job description

Are you a trusted tax leader who enjoys solving complex problems, building client relationships, and developing talent? Do you bring deep technical knowledge across multiple areas of taxation and thrive in a role where you can advise clients on both compliance and consulting matters? Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte's growing Private Wealth practice may be the right fit for you.

Recruiting for this role ends on May 31, 2027

Work You'll Do

As a Tax Manager in our Private Wealth Tax practice, you'll lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. You'll also prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. You'll also begin building marketplace eminence through pursuits and other business development efforts.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

At Deloitte Tax LLP, our Private Wealth team serves ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs. We provide objective, independent advice that helps clients make informed decisions about their financial priorities, business and investment goals, family legacy, and charitable giving-both throughout life and through estate planning. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Bachelor's degree in accounting, finance, or other business-related field
  • 5+ years of public accounting experience (at least 3 years in investment management) 
  • One of the following accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      •  Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
        • Experience reviewing partnership and/or trust documents
        • Experience managing projects including scheduling, budgeting, client correspondence, and billing
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • Advanced degree such as MST, MAcc, JD, or LLM
  • Prior Big 4 or large CPA firm experience
  • Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
  • Knowledge of fund accounting and general ledger accounting

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax

Qualifications:

Are you a trusted tax leader who enjoys solving complex problems, building client relationships, and developing talent? Do you bring deep technical knowledge across multiple areas of taxation and thrive in a role where you can advise clients on both compliance and consulting matters? Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte's growing Private Wealth practice may be the right fit for you.

Recruiting for this role ends on May 31, 2027

Work You'll Do

As a Tax Manager in our Private Wealth Tax practice, you'll lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. You'll also prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. You'll also begin building marketplace eminence through pursuits and other business development efforts.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

At Deloitte Tax LLP, our Private Wealth team serves ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs. We provide objective, independent advice that helps clients make informed decisions about their financial priorities, business and investment goals, family legacy, and charitable giving-both throughout life and through estate planning. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Bachelor's degree in accounting, finance, or other business-related field
  • 5+ years of public accounting experience (at least 3 years in investment management) 
  • One of the following accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      •  Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
        • Experience reviewing partnership and/or trust documents
        • Experience managing projects including scheduling, budgeting, client correspondence, and billing
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • Advanced degree such as MST, MAcc, JD, or LLM
  • Prior Big 4 or large CPA firm experience
  • Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
  • Knowledge of fund accounting and general ledger accounting

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax

Education:Bachelor's DegreeEmployment Type:

What Deloitte employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply