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Associate In Finance Jobs in Columbus, OH (NOW HIRING)

Wells Fargo

Client Associate

Dublin, OH · On-site

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... In this role you will: * Assist Financial Advisor(s) colleagues with service and operational ...

AmeriHealth Caritas Health Plan

Dir Finance

Dublin, OH · On-site

Hybrid - The associate must be onsite at least three (3) days per week at our Dublin, Ohio (OH ... Ensure the preparation of accurate, timely, and compliant financial reports in accordance with ...

Chase

Trading Services Associate

Columbus, OH

Job Title Structuring Middle Office Associate Tradable Indices are algorithmic strategies tracking the performance of a rules-based strategy that invests in public, listed financial instruments ...

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All JobsAssociate In Finance JobsAssociate In Finance Jobs in Columbus, OH

Associate In Finance information

See Columbus, OH salary details

$28.7K

$66.2K

$129.9K

How much do associate in finance jobs pay per year?

As of Jun 12, 2026, the average yearly pay for associate in finance in Columbus, OH is $66,244.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $72,500.00 per year, depending on experience, location, and employer.

What are some typical challenges an Associate in Finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel or financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may review transactions, ensure compliance, and help with audits to support the company's financial health.

What are the key skills and qualifications needed to thrive as an Associate in Finance, and why are they important?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as finance assistant or analyst, providing foundational knowledge of financial principles and tools like Excel. However, many employers prefer candidates with a bachelor's degree for more advanced roles, and additional certifications or experience can enhance job prospects.

What is an associate role in finance?

An associate role in finance is an entry- to mid-level position responsible for supporting financial analysis, client services, or investment activities. Associates often perform tasks such as data analysis, preparing reports, and assisting senior staff, typically requiring relevant skills and sometimes certifications like the CFA or CPA. The role provides a foundation for career advancement within financial firms or departments.
What are the most commonly searched types of In Finance jobs in Columbus, OH? The most popular types of In Finance jobs in Columbus, OH are:
What cities near Columbus, OH are hiring for Associate In Finance jobs? Cities near Columbus, OH with the most Associate In Finance job openings:
Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Columbus, OH as of June 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 49% Full Time, 24% Part Time, and 25% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $66,244 per year, or $31.8 per hour.
Investment Operations Associate

Investment Operations Associate

Summit Financial Strategies

Columbus, OH • On-site

Full-time

Medical, Retirement

Posted 18 days ago

Job description

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. We can help move your career from now to next.

Job Summary


The Investment Operations Associate at Summit Financial Strategies is primarily responsible for portfolio rebalancing and trading, ensuring the consistent and efficient implementation of investment strategies across client portfolios. This role demands a strong understanding of financial markets and investment strategies, with a focus on operational best practices. The Investment Operations Associate will collaborate with the investment and advising teams to execute trades and manage portfolios in accordance with client objectives and firm policies.

Duties and Responsibilities


The Investment Operations Associate position will focus in the following areas:

  • Portfolio Management, Rebalancing & Trading: Monitor and manage client portfolios, ensuring alignment with client investment objectives, risk tolerance, and Investment Policy Statements. Execute buy and sell orders for securities (Mutual Funds, ETFs, Stocks, Bonds, etc.) within client accounts to rebalance portfolios, manage cash needs, and implement portfolio adjustments as directed by the investment team. Ensure all trading and portfolio management activities adhere to internal policies and best practices. This is the primary focus of the role.
  • Collaboration: Work closely with the investment and advising teams to develop and implement trading strategies and enhance the client experience. Communicate effectively with team members to coordinate tasks and resolve any issues.
  • Investment Support: Contribute to the Investment Subcommittee by assisting with report generation, best execution monitoring, maintaining accurate security categorizations across systems, and other investment-related operations.
  • Compliance: Support the firm's compliance efforts by assisting with various tasks as needed, including maintaining required documentation and adhering to regulatory requirements.
  • Professional Development:Stay current with industry trends, market developments, and regulatory changes. Pursue continuing education and professional certifications as needed.

Qualifications


TheInvestment Operations Associate position typically requires the following qualifications:

  • Bachelor's Degree from an accredited college or university (preferably in Finance, Economics, Business, or a related field)
  • Ideal candidates are naturally curious, eager to learn and always looking for ways to expand their knowledge.
  • At least 2 years of experience in trading, portfolio management, or a related role within the financial services industry.
  • Series 65 license or equivalent certification preferred; candidates not currently licensed are expected to obtain it promptly following hire.
  • Demonstrated proficiency with trading platforms and financial software systems, including portfolio management software.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and collaboratively as part of a team.
  • Exceptional attention to detail, accuracy, and organizational skills.
  • Solid understanding of financial markets, investment strategies, and risk management principles.
  • Proven ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
  • Commitment to maintaining the confidentiality of sensitive client information.
  • Ideal candidates are naturally curious, eager to learn and always looking for ways to expand their knowledge.


Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Salary rate based on experience
  • Bonus participation after one year with Summit
  • Benefits include health insurance, 401(k) plan
  • Financial support for professional accreditation/continuing education requirements and other education/training opportunities

How to Apply

This position is open immediately and until filled. No phone calls please.

Summit Financial Strategies, Inc. is an Equal Opportunity Employer

www.summitfin.com

Apply