Top 39 Finance associate Jobs in Cleveland Oh

Associate Advisor - Wealth Mgmt (In Office)
NFP Corp —North Royalton, OH
- $70,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
Real Estate Investment Analyst/Associate - 1-3 years financial modeling exp required
Woodside Health —Independence, OH
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Associate Banker, 30 Hours, Cleveland West Area - Multiple Locations
JPMorganChase —Cleveland, OH
- $20.00 - $24.66 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
2d
Trust Associate
Johnson Investment Counsel —Cleveland, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Asset Management Group Development Program Analyst/Associate
PNC Financial Services Group —Cleveland, OH
- $39,100 - $126,500 a year
- Full-time
- Marketing
- Office
- Finance
- Wellness program
- Health savings account
Finance Associate - 2027 Leadership Development Program
Avient —Avon Lake, OH
- Online Application
- Finance
- Bachelor's degree
- Organizational skills
Quick Apply
13d
Associate Wealth Advisor
CBIZ —Cleveland, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Associate Banker Floating (40 Hours), OH CLEVELAND EAST
JPMorganChase —Lyndhurst, OH
- Full-time
- High school diploma or GED
- Travel
- Leadership
- Health insurance
- Tuition reimbursement
13d
Associate Advisor - Wealth Mgmt (Hybrid)
NFP Corp —North Royalton, OH
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Part Time (20 Hours) Associate Banker, Brunswick Branch, Brunswick, OH
JPMorganChase —Brunswick, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
2d
Financial Wellness Associate
KeyBank —Cleveland, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Quick Apply
Banker Associate - Commercial Bank - Associate
JPMorganChase —Cleveland, OH
- $105,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Personal Banker Associate I
Fifth Third Bank —Fairview Park, OH
- Full-time
- Office
- Math
- Travel
6d
Registered Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Banker, 30 Hours, Cleveland East Area - Multiple Locations
JPMorganChase —Mentor-on-the-Lake, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
9d
Associate Wealth Advisor
Kinetic Wealth Investment Advisors LLC —Westlake, OH
- $50,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Investment Banking Associate, Consumer (Gaming)
KeyBanc Capital Markets Inc. —Cleveland, OH
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Personal Banker Associate II
Fifth Third Bank —Westlake, OH
- Full-time
- Mid-level
- Office
- Math
7d
Credit Review Associate
KeyBank National Association —Cleveland, OH
- $71,000 - $125,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- 3 years
10d

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Associate Advisor - Wealth Mgmt (In Office)

NFP Corp -
North Royalton, OH

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee discount

Qualifications

Teamwork
Microsoft Excel
Series 66
Series 7
Bachelor's degree
Time management

Full Job Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients. This role works closely with Advisors to address clients’ asset management and financial planning needs. Key responsibilities include gathering and analyzing data, designing financial strategies, developing and applying financial plans, and assisting with portfolio implementation. The Associate Advisor plays a critical role in enhancing the client experience and ensuring the seamless execution of financial solutions.

Essential Duties and Responsibilities:

Support Advisors in all aspects of financial planning and portfolio management.
Create and update financial plans and investment proposals for clients and prospects.
Prepare materials for client meetings and ensure thorough coordination with internal teams.
Attend client meetings, take detailed notes, and manage all follow-up activities.
Initiate and respond to client inquiries regarding strategies, accounts, and portfolios.
Process new client accounts, distributions, and other financial transactions.
Monitor and rebalance client portfolios to maintain target allocations.
Liaise with clients’ attorneys, accountants, and other professionals as needed.
Maintain and update client records in CRM systems; ensure accurate documentation.
Schedule and assist in the preparation of annual and ad-hoc client meetings.
Track and report on account opening and asset transfer progress.
Run and review account maintenance reports on a regular basis.
Ensure timely execution of Required Minimum Distributions (RMDs).
Collaborate with Wealth Managers and Client Service team members to deliver exceptional service to all individuals.
Assist with client data consolidation and administrative tasks.
Participate in special projects and problem-solving initiatives, as needed.
Engage in ongoing professional development, including industry meetings and certification programs.

Knowledge, Skills and/or Abilities:

Strong interpersonal and communication skills, with the ability to build rapport with both clients and internal team members.
Ability to work independently while also thriving in a collaborative, team-oriented environment.
Proactive in anticipating client and team needs and delivering timely, thoughtful solutions.
Demonstrated project management and consulting capabilities, with attention to detail and follow-through.
Commitment to accuracy and high-quality work, even under tight deadlines.
Excellent time management, organizational, and decision-making skills.
Clear and effective written and verbal communication abilities.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan.
Foundational understanding of investment principles, financial planning concepts, and wealth management practices.

Education and/or Experience:

Four-year College Degree
5 years of Financial Service Experience Preferred

Certificates, Licenses, Registration:

Series 7 & 66 required
Completed or Pursuing CFP
Completed or Pursuing Life, Accident, Health Insurance License

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, when all is said and done, we exist to be there for others. The base salary range for this position is $70,000-$80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in cleveland oh

Associate Advisor - Wealth Mgmt (In Office)

Real Estate Investment Analyst/Associate - 1-3 years financial modeling exp required

Associate Banker, 30 Hours, Cleveland West Area - Multiple Locations

Trust Associate

Asset Management Group Development Program Analyst/Associate

Finance Associate - 2027 Leadership Development Program

Associate Wealth Advisor

Associate Banker Floating (40 Hours), OH CLEVELAND EAST

Associate Advisor - Wealth Mgmt (Hybrid)

Associate

Part Time (20 Hours) Associate Banker, Brunswick Branch, Brunswick, OH

Financial Wellness Associate

Banker Associate - Commercial Bank - Associate

Personal Banker Associate I

Registered Wealth Management Client Associate

Associate Banker, 30 Hours, Cleveland East Area - Multiple Locations

Associate Wealth Advisor

Investment Banking Associate, Consumer (Gaming)

Personal Banker Associate II

Credit Review Associate

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