Top 52 Finance associate Jobs in Cincinnati Oh

Wealth Management Associate with Future Leadership Opportunity
Equitable Advisors —Cincinnati, OH
- $24,000 - $150,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Agency Support Associate
REFERSTAYS LLC —Mason, OH
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Trust Associate
Johnson Investment Counsel —Kenwood, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
2027 | Americas | Cincinnati | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Cincinnati, OH
- Full-time
- Mid-level
- 2 years
MBA Leadership Development Associate
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Marketing
- Mid-level
- Office
5d
Finance Associate
Miami Township - Clermont County —Milford, OH
- $33 - $36 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Quick Apply
Equity Research Associate
Johnson Investment Counsel —Cincinnati, OH
- Office
- Finance
- Analysis skills
Financial Associate (Part time)
State of Ohio - Developmental Disabilities - Southwest Ohio Developmental Center —Batavia, OH
- Part-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
4d
Part Time (20 Hours) Associate Banker, Mason Montgomery Branch, Mason, OH
JPMorganChase —Mason, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
2d
Associate Financial Planner
Edelman Financial Engines, LLC —Cincinnati, OH
- $83,300 - $111,300 a year
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Part Time (20 Hours) Associate Banker, Grand Ave Branch, Fort Thomas, KY
JPMorganChase —Fort Thomas, KY
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
9d
Accounting & Financial Outsourcing (AFO) Accounting Operations Associate
Dean Dorton —Cincinnati, OH
- Full-time
- Remote
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
5d
Part Time (20 Hours) Associate Banker, Mulberry Milford Branch, Milford, OH
JPMorganChase —Milford, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
Personal Banker Associate I - Norwood
Fifth Third Bank —Norwood, OH
- Full-time
- Office
- Math
- Travel
13d
Associate Relationship Banker - North College Hill - Cincinnati, OH
JPMorganChase —Cincinnati, OH
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
9d
PWM Trust Associate - Cincinnati, OH
U.S. Bank National Association —Cincinnati, OH
- $25.63 - $37.60 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
3d
Personal Banker Associate I - Liberty Twp
Fifth Third Bank —Township of Liberty, OH
- Full-time
- Office
- Math
- Travel
13d
Excess & Surplus - Associate Production Underwriter Trainee - January 2027
The Cincinnati Insurance Companies —Fairfield, OH
- $28.85 an hour
- Research
- Office
- Analysis skills
10d
Personal Banker Associate l - Dent (Harrison Avenue)
Fifth Third Bank —Dent, OH
- Full-time
- Office
- Math
- Travel
Personal Banker Associate l - Madeira
Fifth Third Bank —Madeira, OH
- Full-time
- Office
- Math
- Travel

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Wealth Management Associate with Future Leadership Opportunity

Equitable Advisors -
Cincinnati, OH

Quick Apply

Job Details

Full-time
$24,000 - $150,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Relocation assistance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Bachelor's degree

Full Job Description

Equitable Advisors is seeking an experienced or entry level financial sales associate or financial advisor that is interested in our fast track to leadership (Prospective District Manager) program.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

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.

· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $24,000 annually.

· Commissions and Bonus: In addition to Stable Pay, 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 Impact & Culture

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-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $24,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Tuition reimbursement
Vision insurance

Physical Setting:

Office

Education:

Bachelor's (Preferred)

Ability to Commute:

Cincinnati, OH 45246 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in cincinnati oh

Wealth Management Associate with Future Leadership Opportunity

Agency Support Associate

Trust Associate

2027 | Americas | Cincinnati | Wealth Management, Private Wealth Management | New Associate

MBA Leadership Development Associate

Finance Associate

Equity Research Associate

Financial Associate (Part time)

Part Time (20 Hours) Associate Banker, Mason Montgomery Branch, Mason, OH

Associate Financial Planner

Part Time (20 Hours) Associate Banker, Grand Ave Branch, Fort Thomas, KY

Accounting & Financial Outsourcing (AFO) Accounting Operations Associate

Part Time (20 Hours) Associate Banker, Mulberry Milford Branch, Milford, OH

Personal Banker Associate I - Norwood

Associate Relationship Banker - North College Hill - Cincinnati, OH

PWM Trust Associate - Cincinnati, OH

Personal Banker Associate I - Liberty Twp

Excess & Surplus - Associate Production Underwriter Trainee - January 2027

Personal Banker Associate l - Dent (Harrison Avenue)

Personal Banker Associate l - Madeira

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