Top 105 Investment associate Jobs in Ohio

Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Investment Associate - AI Trainer
DataAnnotation —Columbus, OH
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
5d
Registered Branch Associate
Edward Jones —Zanesville, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Investment Associate - AI Trainer
DataAnnotation —Toledo, OH
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
5d
Registered Branch Associate
Edward Jones —Toledo, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
6d
Associate Financial Advisor
Foguth Financial Group —Maumee, OH
- $45,000 - $60,000 a year
- Full-time
- Background check
- Office
- Analysis skills
- Paid training
- Health insurance
Quick Apply
Underwriting Support Associate - Commercial Lines
Sentry Insurance —Blue Ash, OH
- Hybrid work
- Office
- Analysis skills
- Math
- Health insurance
- Dental insurance
6d
Registered Branch Associate
Edward Jones —Marietta, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Front Desk Associate
Johnson Investment Counsel —Cincinnati, OH
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
Financial Wellness Associate
KeyBank National Association —Vermilion, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Credit & Collections Associate
Steris —Mentor, OH
- $44,412.50 - $57,475.00 a year
- Full-time
- Oracle
- Mid-level
- Finance
- Paid holidays
- Disability insurance
9d
Associate Underwriter/Underwriting Assistant - Cincinnati, OH
Great American Insurance Company —Cincinnati, OH
- Full-time
- Research
- Office
- Bachelor's degree
- Commuter assistance
- Employee stock purchase plan
Quick Apply
9d
Equity Research Associate
Northcoast Research —Cleveland, OH
- Writing skills
- Finance
- Analysis skills
Associate Financial Advisor
Peoples Bank —Cambridge, OH
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Paid holidays
14d
Operations Trading Associate
Johnson Investment Counsel —Cincinnati, OH
- Microsoft Word
- Mid-level
- Office
Financial Analysis, Associate
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
8d
Assistant Director & Associate Actuary
The Hartford —Columbus, OH
- $113,200 - $169,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH
JPMorganChase —Alliance, OH
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Associate - Planning, Strategy & Research
ASPIRIANT LLC —Cincinnati, OH
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Health insurance
- 401(k) matching
Quick Apply

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investment associate jobs near ohio

Wealth Management Associate – Retirement Benefits Group

Equitable Advisors -
Independence, OH

Quick Apply

Job Details

Full-time
$27,550 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Matching gift program
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
Risk management advisory services
Debt management advisory services
Budgeting advisory services
Leadership development
Entrepreneurship
Financial consulting
Creativity
Insurance planning
Practicing in the securities industry
Retirement planning advisory services

Full Job Description

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance:  Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Base Salary:  After successfully completing PEP, you will be eligible to become a 20 Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20 Edition RBG financial professional.
Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

Pay: $27,550.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in ohio

Wealth Management Associate – Retirement Benefits Group

Investment Associate - AI Trainer

Registered Branch Associate

Investment Associate - AI Trainer

Registered Branch Associate

Associate Financial Advisor

Underwriting Support Associate - Commercial Lines

Registered Branch Associate

Front Desk Associate

Financial Wellness Associate

Credit & Collections Associate

Associate Underwriter/Underwriting Assistant - Cincinnati, OH

Equity Research Associate

Associate Financial Advisor

Operations Trading Associate

Financial Analysis, Associate

Assistant Director & Associate Actuary

J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH

Registered Private Wealth Client Associate

Senior Associate - Planning, Strategy & Research

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