Top 249 Financial Advisor Training Program Jobs in Ohio

Strategic Account Manager
Roundstone —Cleveland, OH
- $73,000 - $78,000 a year
- 5 years
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
- $48,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Ability to lift 25 pounds
- 401(k)
- Cell phone reimbursement
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Financial Advisor
Edward Jones —Cuyahoga Falls, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
7d
Financial Advisor
Edward Jones —Westerville, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
7d
Preplanning Sales Advisor
Envision Strategic Partners —Columbus, OH
- $50,000 - $70,000 a year
- Full-time
- Driver's License
- Criminal background check
- In-person
- Flexible schedule
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Financial Advisor
Edward Jones —Grove City, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Beachwood, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Westlake, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Cincinnati, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Zanesville, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Zanesville, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Springboro, OH
- $45,000 - $64,300 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Painesville, OH
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
12d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Chardon, OH
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
12d
Wealth Management Trainee (OH)
Bankers Life —Westlake, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Lyndhurst, OH
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
12d
Financial Representative
Modern Woodmen of America —Toledo, OH
- $50,000 - $85,000 a year
- Choose your own hours
- Sales
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $200,000 a year
- Full-time
- Mid-level
- Health savings account
- 401(k)
Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
- $65,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Financial Representative - Seeking Growth
DeZordo Region - Modern Woodmen of America —Canton, OH
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- High school
- Mid-level
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
14d

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Financial Advisor Training Program jobs near Ohio

Strategic Account Manager

Roundstone -
Cleveland, OH

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Job Details

$73,000 - $78,000 a year

Benefits

Disability insurance
Health insurance
On-site gym
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Written communication
Managing customer accounts
Customer communication
Customer relationship building
Customer retention strategy
Customer engagement
CRM system proficiency
Insurance sales
Account management experience
Consultative selling
The Sandler System

Full Job Description

Position: Customer Outcomes Manager (COM III)

About Roundstone

Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.

Role Description

Do you thrive on building trust, owning outcomes, and turning complex data into a winning renewal strategy? Roundstone is looking for a strategic, consultative, and relationship-driven professional to join our customer success team as a Customer Outcomes Manager (COM 3).

This is a critical member of Roundstone’s Commercial organization, while this role is not responsible for new business prospecting. The COM III owns the retention, growth, and strategic management of an assigned book of business. Success is measured through client retention, premium preservation, advisor engagement, identification of growth opportunities, and the ability to strengthen long-term employer and advisor relationships. This is a consultative sales role focused on expanding value within existing relationships rather than acquiring new ones.

You'll work closely with Underwriting, Cost Containment and our Clinical teams to ensure every employer group is fully informed and set up for the best possible outcome, while building the kind of trusted advisor relationships that turn renewals into long-term partnerships. With an established book of business and a runway for growth, this role rewards strategic thinking, clear communication and a genuine drive to win and keep every account.

This Job is for you If...

You get energy from owning your outcomes

You can look at a data set and tell a client a story that changes how they see their path forward

You’re comfortable being the one who has to deliver hard news and skilled enough to do it in a way that keeps trust intact

You’re curious, coachable, and motivated by outcomes rather than activity for activity’s sake

You want a seat where your judgment and consultative instincts matter as much as your follow-through

You’re comfortable in client-facing and advisor events throughout the year

You’re energized by ongoing training and development opportunities to sharpen, reinforce, and enhance your sales skills and introduce new techniques.

Key Duties & Responsibilities

Strategic Account Leadership

Own the full client relationship for an assigned portfolio from onboarding through renewal with a proactive, retention-first approach

Serve as the primary point of contact and trusted advisor for employer groups, advisors, and Regional Practice Leaders

Occasional travel to make in-person or pop-up visits to employer groups and advisors, reinforcing relationships and positioning Roundstone as the stronger choice

Develop and maintain deep knowledge of each employer group’s goals, workforce demographics, and benefit priorities

Lead strategic account planning to identify risks, opportunities, and customized solutions

Consultative Selling & Retention

Identify opportunities to expand Roundstone’s value proposition through enhanced cost containment solutions, plan optimization strategies, and deeper advisor engagement.

Lead renewal conversations with confidence, using data, utilization trends, and cost containment insights to build compelling narratives that drive retention

Overcome objections and manage competitive threats through consultative dialogue and evidence-based positioning

Maintain accountability for retention, premium preservation, and portfolio growth metrics.

Ability to operate in a highly competitive market, fast paced environment with periods of the year that are demanding, especially during the peak renewal seasons, with a target account retention of 90%.

Data Analysis & Outcomes Storytelling

Retrieve, analyze, and present employer reporting in a clear, outcomes-driven format for both internal and external stakeholders

Translate complex utilization data and cost drivers into accessible insights that support informed employer decision-making

Partner with the Underwriting team to optimize renewal timing and financial positioning

Collaborate with the Cost Containment Consultant and CSI team to ensure health plan design and cost containment solutions are fully optimized

Stakeholder Engagement & Communication

Establish a consistent, proactive communication cadence with all stakeholders to stay ahead of client needs and renewal timelines

Navigate complex service escalations with professionalism, urgency, and a solution-oriented mindset

Represent the outcomes management function with credibility and executive presence in client and advisor-facing settings

Maintain detailed, organized records of client interactions, renewal strategy, and next steps within CRM or outcomes tracking tools

Skills and Qualifications

5–7 years of experience in health insurance, employee benefits, or a related industry, with demonstrated exposure to client-facing, sales, or account management functions

Account executive or consultative sales mindset, with a track record of influencing, retaining, and growing client relationships

Entrepreneurial and outcomes-driven motivated by ownership of a portfolio and its growth

Strong ability to analyze data and translate findings into compelling, client-ready narratives

Excellent verbal and written communication skills, including executive-level presentation ability

Familiarity with CRM or outcomes tracking tools; comfort adopting new sales enablement technology a plus

Curious, coachable, and motivated by commission incented income

Highly organized and capable of managing a complex portfolio with competing timelines and priorities

Bachelor’s degree from an accredited college or university preferred

Bonus: prior experience in an account executive, strategic account management, or outcomes management role

Better Benefits:

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

Medical, dental and vision benefits

Annual bonus

Dependent care 100% match up to max allowable

Parental leave

PTO beginning on Day 1

Tuition reimbursement

Healthy work/life balance

Hybrid office schedule

401(k) plan with company match

Employee Assistance Program

On-site gym with personal trainer access

Life insurance and short term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by The Plain Dealer and cleveland.com, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.

Our Core Values

Live well: Be healthier and bring positive energy to all you do.

Work smarter: Get things done, better.

Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.

Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

https://go.cultureindex.com/p/aV2vIUWBQKpuW3

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

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Refine Your Search

Financial Advisor Training Program jobs in Ohio

Strategic Account Manager

Financial Advisor

Financial Advisor

Financial Advisor

Preplanning Sales Advisor

Financial Advisor

Financial Services Professional - Hybrid Remote (OH)

Financial Services Professional - Hybrid Remote (OH)

Financial Services Professional - Hybrid Remote (OH)

Wealth Management Trainee (OH)

Financial Services Professional - Hybrid Remote (OH)

Financial Advisor - PNC Wealth Management

Financial Advisor - PNC Wealth Management

Financial Advisor - PNC Wealth Management

Wealth Management Trainee (OH)

Financial Advisor - PNC Wealth Management

Financial Representative

Financial Planner

Financial Advisor - Licensing Provided

Financial Representative - Seeking Growth

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