Financial Planner Salaries in Cleveland, OH

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise We’re Looking For.

10 days ago

Key responsibilities include gathering and analyzing data, designing financial strategies, developing and applying financial plans, and assisting with portfolio…

$70,000 - $90,000 a year

You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.

$100,000 - $150,000 a year

Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA®…

$100,000 - $145,000 a year

1 day ago

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

$86,250 - $143,750 a year

2 days ago

The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability…