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Associate Financial Service Professional Jobs Near Me

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

ultimus

Associate Financial Administrator II

Omaha, NE · On-site

SUMMARY The Associate Financial Administrator II plays a key role in preparing and filing quarterly ... Financial services industry. * Financial reporting and performance tracking systems. * SEC, IRS ...

USAJOBS - Search

FINANCIAL SERVICE ANALYST

Whitehall, OH · On-site

$106K/yr

To qualify for a Financial Service Analyst, your resume and supporting documentation must support ... professional, philanthropic, religious, spiritual, community, student, social). Volunteer work ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Columbus, OH · Remote

$95K - $575K/yr

Financial professionals in our supportive culture learn to achieve their financial goals first and ... The hiring organization is an industry leading Silicon Valley based financial services company and ...

KeyBank

Financial Wellness Associate

Columbus, OH · On-site

... professionally, and financially. * Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client ...

Keybank

Financial Wellness Associate

Columbus, OH

$19.23 - $28.37/hr

... professionally, and financially. * Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client ...

Amicis Global

Customer Service

Columbus, OH · On-site

$15.50 - $21/hr

... or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service. Ability to contribute in a fast-paced, team-oriented ...

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How much do associate financial service professional jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for associate financial service professional in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

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Associate Financial Service Professional jobs near you
A map of the United States highlighting the number of Associate Financial Service Professional job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Associate Financial Service Professional job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Associate Financial Advisor

Jambalaya Group

Worthington, OH • On-site

$75K - $90K/yr

Full-time

Medical, Retirement, PTO

Re-posted 12 days ago

Job description

Are you an early-career financial services professional who enjoys building relationships, helping clients, and turning financial recommendations into meaningful action?
Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a book of business.
The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client relationships, responding to client needs, participating in meetings, and assisting with financial planning. As the individual develops, there will be opportunities to assume greater responsibility for planning and client relationships.
What You Will Do
  • Build trusted relationships with existing clients and provide responsive, personalized service.
  • Respond to client questions and requests by phone, email, and in person.
  • Assist clients with rollovers, distributions, account-related questions, insurance needs, and other financial matters.
  • Participate in client meetings and coordinate follow-up activities.
  • Help prepare financial plans, meeting materials, and financial recommendations.
  • Work with other team members to facilitate account openings, applications, distributions, trades, and service requests.
  • Gradually assume responsibility for portions of client meetings and appropriate client relationships.
  • Help strengthen and expand the practice's financial planning process.
  • Use technology and digital tools to improve efficiency and the client experience.
  • Maintain accurate client records and follow applicable industry and compliance requirements.
  • Complete the APMA designation within an agreed-upon period after joining the practice.

Requirements
  • Series 7 and Series 66 licenses.
  • Active Ohio life and health insurance licenses.
  • Some experience in banking, investments, insurance, wealth management, or another financial services environment.
  • Strong interpersonal skills and confidence communicating with clients.
  • Ability to adapt communication to clients with different needs, backgrounds, and levels of financial knowledge.
  • Excellent organization, follow-through, and attention to detail.
  • A proactive and team-oriented approach.
  • Comfort learning new technology and using Microsoft Office, including Excel.
  • Ability to explain financial information clearly and professionally.
  • Interest in building a long-term career in financial planning and wealth management.
  • Bachelor's degree preferred.
  • APMA designation preferred or willingness to obtain it after hire.

What This Role Does Not Require
  • An existing book of business.
  • Immediate responsibility for prospecting or bringing new assets to the practice.
  • An established history of financial product sales.
  • A CFP certification.

Benefits
Growth Opportunity
This position is designed to grow alongside the individual. The Associate Financial Advisor will initially concentrate on supporting existing clients and learning the practice's approach to financial planning. Over time, the role may expand to include leading client meetings, overseeing portions of the financial planning process, managing client relationships, and participating in future practice-growth or succession opportunities.
Compensation
  • Salary: $75,000-$90,000 - exempt
    • Depending on experience, licensing, and demonstrated ability to work directly with clients.
  • Performance-based bonus opportunity.
  • Additional compensation growth tied to professional development, expanded responsibilities, and completion of the APMA designation.

Benefits
    • Paid Time Off (PTO) and paid holidays
    • Health insurance
    • 401(k)

How to Apply
    • If you're excited about building a career in wealth management and believe you'd be a great addition to our team, we'd love to hear from you.
    • Please submit your resume and a cover letter describing your relevant experience and what interests you about joining Highview Advisor Group.

Equal Opportunity Employer
    • Highview Advisor Group is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive workplace where everyone has the opportunity to succeed.
    • A background check will be conducted as part of the hiring process. Employment is contingent upon the successful completion of the background check in accordance with applicable laws.

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