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Wealth Management Jobs in Springfield, OH (NOW HIRING)

First Command

Financial Advisor

Beavercreek, OH

Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...

Northern Trust

Principal, SW Eng

London, OH · On-site

$128K - $171K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northwestern Mutual

Financial Advisor

Dayton, OH · On-site

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Dayton, OH

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Dayton, OH

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Dayton, OH

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

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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.

Managing Director, Yellow Cardinal Investment Banking

First Financial Bank

Kettering, OH • On-site

Full-time

Posted 26 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 Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects.
Essential Functions/Responsibilities
  • Identify potential new clients
  • Lead the "pitch" proposal process to secure new engagements
  • Negotiate the terms of engagement letters including the fee structure
  • Manage/lead the execution of engagements
  • Maintain/build a network of business owners and referral sources
  • Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
  • Assist other team members in analyzing opportunities and executing transactions
  • Provide input on CIM's and other project related materials

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • Bachelors degree; Masters preferred
  • 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
  • Strong Accounting background/knowledge
  • Knowledge of Corporate Finance including Discounted Cash Flow modeling
  • Above average communication skills (both written and verbal)
  • Ability to deliver messages in a straightforward and respectful manner
  • Negotiating skills
  • Ability to "read the room" and skillfully respond to complex situations
  • Ability to articulate complex topics to a variety of audiences
  • Willingness to be available to clients on an almost 24/7 basis

Preferred Knowledge and Skills
Level of Complexity and Scope
  • Highly complex

Degree of Independence and Decision-Making
  • Uses subject matter expertise to make independent decisions and advise others.
  • Works with minimal supervison

Required Supervisory Responsibilities
  • No direct supervisory responsibilities, but will be asked to mentor and assist less experienced staff.

Physical Requirements
  • Long periods of desk/computer work
  • Standing, Seeing, Hearing, Speaking, Lifting, Driving
  • Travel as needed
  • Available to assist clients during non traditional working hours

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
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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