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Wealth Planning Associate Jobs in Ohio (NOW HIRING)

AllianceBernstein Holding L.P.

Associate

Cleveland, OH · On-site

$15.25 - $20.25/hr

Advanced training on trusts & estates, wealth planning, investment management philosophies, and ... As Associates progress in the role, and as milestones are achieved and core competencies are ...

Northwestern Mutual

Be Seen First

Business Development and Financial Planning Associate

Kenwood, OH · On-site

$65K - $112K/yr

... planning solutions, all while owning your business. · Continuously enhancing your skill set ... Wealth Management Advisor or stepping into leadership roles within the firm. We believe great ...

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

TFO Wealth Partners is seeking a Family Wealth Strategist. _____ The Family Wealth Strategist ... planning conversations, and mentoring a team of experienced advisers, associates, and client ...

CBIZ

Associate Wealth Advisor

Cleveland, OH

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$120 - $190/hr

The role is designed for a planning-oriented senior advisor who can integrate financial planning ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$100K - $135K/yr

The role is designed for a planning-oriented senior advisor who can integrate financial planning ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$100K - $135K/yr

The role is designed for a planning-oriented senior advisor who can integrate financial planning ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$100K - $135K/yr

The role is designed for a planning-oriented senior advisor who can integrate financial planning ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

First Financial Bank

Wealth Advisor II

Cincinnati, OH · On-site

$74K - $100K/yr

Utilization of financial planning to drive client retention and acquisition * Serves on the FFB ... Frequently sits, stands and drives Compliance Statement The associate is responsible for meeting ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Ohio

Wealth Planning Associate information

See Ohio salary details

$36.6K

$74.4K

$102.7K

How much do wealth planning associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth planning associate in Ohio is $74,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,800.00 and $87,000.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Ohio?

For Wealth Planning Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Ohio look for?

The top searched job categories for Wealth Planning Associate jobs in Ohio are:

What cities in Ohio are hiring for Wealth Planning Associate jobs?

Cities in Ohio with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $74,423 per year, or $35.8 per hour.

Associate

AllianceBernstein Holding L.P.

Cleveland, OH • On-site

$15.25 - $20.25/hr

Full-time

Re-posted 14 days ago

Job description

Position Overview
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
  • Collaborate and network with senior professionals throughout the firm to fuel career success
  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
  • Strive to provide a world-class level of customer service and support

Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
  • In-depth industry training on proprietary investments, services, policies and procedures
  • Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
  • A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
  • Behavioral training geared toward the development of communication, leadership, and other professional skills
  • Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
  • People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
  • Accomplished team players who thrive in a rigorous and challenging environment
  • Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
  • Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
  • Proficiency in Word and Excel are required

Desired Qualifications
  • 1-2 years client service experience, financial services industry experience a plus
  • The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
#BernsteinPWM
Cleveland, Ohio

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