Top 35 finance associate Jobs in cleveland oh

Financial Planning Associate
Adams, Gut and Associates —Akron, OH
- $45,000 - $50,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
Financial Wellness Associate
KeyBank National Association —Cleveland, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Quantitative Analytics Associate - Controllership
KeyBank National Association —Brooklyn, OH
- $68,000 - $103,000 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- Mid-level
10d
Equity Research Associate
Northcoast Research —Cleveland, OH
- Writing skills
- Finance
- Analysis skills
Part Time Associate Banker Cleveland West (30 Hours)
JPMorganChase —Independence, OH
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Personal Banker Associate I
Fifth Third Bank —Westlake, OH
- Full-time
- Office
- Math
- Travel
Associate Manager Financial Reporting
Progressive —Mayfield Village, OH
- $89,600 - $119,500 a year
- Hybrid work
- 6 years
- CPA
- Public speaking
- Health savings account
- Disability insurance
Credit & Collections Associate
Steris —Mentor, OH
- $44,412.50 - $57,475.00 a year
- Full-time
- Oracle
- Mid-level
- Finance
- Paid holidays
- Disability insurance
11d
Associate Financial Analyst
Pursuit Aerospace —Cleveland, OH
- $60,000 - $85,000 a year
- Weekends as needed
- CPA
- Ability to walk for extended periods
- Office
- Paid holidays
- Disability insurance
Quick Apply
13h
Associate Portfolio Management (Specialty Finance Lending)
KeyBank National Association —Cleveland, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
1d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Cleveland, OH
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Part Time (20 Hours) Associate Banker, Shoregate Branch, Willowick, OH
JPMorganChase —Willowick, OH
- $20.00 - $24.66 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
3d
Part Time (20 Hours) Associate Banker, Mayfield Lyndhurst Branch, Lyndhurst, OH
JPMorganChase —Lyndhurst, OH
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
4d
Associate Wealth Advisor
Kinetic Wealth Investment Advisors LLC —Westlake, OH
- $50,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Trust Associate
Johnson Investment Counsel —Cleveland, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
3d
Part Time (30 Hours) Associate Banker, Twinsburg Branch, Twinsburg, OH
JPMorganChase —Twinsburg, OH
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
2d
Investment Banking Associate, Power, Utilities & Renewable Energy
KeyBanc Capital Markets Inc. —Cleveland, OH
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
3d
Part Time (30 Hours) Associate Banker, Southgate Northfield Branch, Bedford Heights, OH
JPMorganChase —Bedford Heights, OH
- Full-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
3d
Personal Banker Associate I Mentor / Concord, OH
Fifth Third Bank —Mentor, OH
- Full-time
- Office
- Math
- Travel
Financial Advisor/Wealth Management Associate
Kinetic Wealth Investment Advisors LLC —Westlake, OH
- $50,000 - $120,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
- Retirement plan
Quick Apply

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finance associate jobs near cleveland oh

Financial Planning Associate

Adams, Gut and Associates
Akron, OH

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Retirement plan

Qualifications

Wealth management
Teamwork
Bachelor's degree
Attention to detail
Securities Industry Essentials
Financial services
Life & Health Insurance License

Full Job Description

About Adams, Gut & Associates

Adams, Gut & Associates is a premier financial planning and wealth management team within Northwestern Mutual — recognized as one of the top 125 teams nationally. We are a close-knit, community-minded group of nine professionals committed to delivering sophisticated financial guidance to our clients. Northwestern Mutual is a FORTUNE 500 company and a Top 5 Independent Broker-Dealer with the highest financial strength ratings in the industry.

Our culture is collaborative and team-oriented. We sit close to one another, support each other's growth, and genuinely care about the people we work with — and for. We value expertise, stewardship, thoughtfulness, and meaningful relationships. We also believe strongly in work-life balance and offer flexibility to support the whole person.

Position Summary

The Financial Planning Associate supports the Director of Financial Planning in creating, managing, and evolving financial plans for the firm's clients. This role is ideal for a detail-oriented, analytically driven professional committed to a career in finance and eager to develop deep expertise in financial planning. The Associate Financial Planner will collaborate closely with advisors and firm leadership, contributing meaningfully to client outcomes and firm-wide planning standards.

Key Responsibilities

Ensure the accurate and timely delivery of all financial plans — both creation and updates — using Northwestern Mutual planning software.

Leverage planning knowledge and expertise in collaboration with advisors and leadership on complex and sophisticated client situations.

Execute and contribute to the ongoing evolution of the Adams, Gut & Associates Financial Planning Philosophy.

Follow and help establish best practices for firm deliverables and client presentation standards.

Stay current on key technology changes and developments in the broader planning landscape to support operational efficiency and compliance.

Oversee and review planning recommendations for accuracy, thoroughness, and relevance to each client's unique situation.

Develop proficiency in insurance products and learn to design and produce insurance illustrations tailored to client plans.

Core Competencies

Analytical Thinking: Ability to systematically examine data, break down complex issues into manageable parts, identify patterns, and draw evidence-based conclusions.

Prioritization: Strong sense of what is most important; uses time strategically, creates focus, and eliminates roadblocks for self and team.

Self-Starter: Takes initiative and operates effectively with a high degree of independence; thinks critically and problem-solves without requiring heavy supervision.

Professionalism: Consistently embodies the values and standards of the team; treats colleagues, clients, and all stakeholders with courtesy and professionalism.

Qualifications

Required:

Bachelor's degree in Finance, Economics, Business, or a related field

Demonstrated commitment to a long-term career in financial services

Strong numerical aptitude and comfort working with financial data

Active licenses or willingness to obtain: Life & Health, SIE, and pursuit of CFP designation

Preferred:

Prior experience in financial planning, wealth management, or an adjacent financial services role

Familiarity with Northwestern Mutual planning tools or similar platforms

CFP designation or active enrollment in a CFP program

Compensation & Benefits

Base Salary: $45,000 – $50,000, commensurate with experience

Bonus Eligibility: Bonus increases annually and includes additional incentives for earning professional designations (SIE, CFP, Life & Health, etc.)

Health Insurance: Medical, vision and dental

Retirement: 401(k) with automatic employer contribution and profit-sharing plan

PTO: Two weeks to start, with growth over time

Growth Opportunity

At Adams, Gut & Associates, growth is shaped by your ambition and vision. We invest meaningfully in the personal and professional development of every team member. Career paths may include:

Advancement to Lead Advisor, with direct oversight of client relationships and new business development

Becoming a subject matter expert and internal planning resource for the firm

Long-term opportunity for partnership within the organization

If you are motivated to grow, we want you to grow here — with us.

Adams, Gut & Associates is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all team members.

Benefits:

401(k)

Dental insurance

Health insurance

Retirement plan

Vision insurance

Work Location: In person

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in cleveland oh

Financial Planning Associate

Financial Wellness Associate

Quantitative Analytics Associate - Controllership

Equity Research Associate

Part Time Associate Banker Cleveland West (30 Hours)

Personal Banker Associate I

Associate Manager Financial Reporting

Credit & Collections Associate

Associate Financial Analyst

Associate Portfolio Management (Specialty Finance Lending)

Wealth Management Associate - Retirement Benefits Group

Part Time (20 Hours) Associate Banker, Shoregate Branch, Willowick, OH

Part Time (20 Hours) Associate Banker, Mayfield Lyndhurst Branch, Lyndhurst, OH

Associate Wealth Advisor

Trust Associate

Part Time (30 Hours) Associate Banker, Twinsburg Branch, Twinsburg, OH

Investment Banking Associate, Power, Utilities & Renewable Energy

Part Time (30 Hours) Associate Banker, Southgate Northfield Branch, Bedford Heights, OH

Personal Banker Associate I Mentor / Concord, OH

Financial Advisor/Wealth Management Associate

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