Top 41 Finance associate Jobs in Independence, Oh

Associate Director of Compliance - Wealth Management
Growth Suite Consulting —Cleveland, OH
- $60,000 - $72,500 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Advisor - Wealth Mgmt (In Office)
NFP Corp —North Royalton, OH
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
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
Investment Banking Associate, Public Finance - Affordable Housing
KeyBanc Capital Markets Inc. —Cleveland, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Equity Research Associate
Northcoast Research —Cleveland, OH
- Writing skills
- Finance
- Analysis skills
Trust Associate
Johnson Investment Counsel —Cleveland, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Private Client Associate - Independence, OH
Janney Montgomery Scott LLC —Independence, OH
- Full-time
- Microsoft Outlook
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Quick Apply
Associate Director of Finance
Case Western Reserve University —Cleveland, OH
- $60,906 - $77,047 a year
- Weekends as needed
- 7 years
- Office
- Finance
- Health insurance
- Tuition reimbursement
Financial Wellness Associate
KeyBank National Association —Macedonia, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
1d
Part Time (30 Hours) Associate Banker, Playhouse Square Branch, Cleveland, OH
JPMorganChase —Cleveland, OH
- $20.00 - $24.66 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
9d
Part Time (20 Hours) Associate Banker, Strongsville Branch, Strongsville, OH
JPMorganChase —Strongsville, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
Registered Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Compliance Associate
Cleveland Research Company —Cleveland, OH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Director, Credit Operations Support
Bridgestone Americas —Brook Park, OH
- Full-time
- 5 years
- Research
- Office
Finance Early Career Program (ECP) Associate
Avery Dennison —Mentor, OH
- $78,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
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
11d
Associate Wealth Advisor
CBIZ —Cleveland, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quant Analytics Sr Associate - Model Risk
KeyBank National Association —Cleveland, OH
- $96,000 - $181,000 a year
- Full-time
- Remote
- Master's degree
- In-person
- Senior level
KPB Client Service Associate - Fiduciary Strategist Trust Support
KeyBank National Association —Brooklyn, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years

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finance associate jobs near independence, oh

Associate Director of Compliance - Wealth Management

Growth Suite Consulting
Cleveland, OH

Quick Apply

Job Details

Full-time
$60,000 - $72,500 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Professional development assistance
Retirement plan

Qualifications

Series 9/10
Wealth management
Series 7
Bachelor's degree
Attention to detail
Series 24
Critical thinking
Series 63
Interpersonal communication

Full Job Description

Associate Director of Supervision

Location: Cleveland, Ohio

This role provides a supervision leadership seat with real ownership — and a front-row view of how a top network office runs.

The Opportunity

You’ll partner directly with the Director/Chief/MP to shape how supervision and risk management work across the Northern Ohio office — not just carry out someone else’s plan. You’ll own real judgment calls — reading risk in live situations, making the decision, and building the credibility with Financial Representatives that makes the decision stick. It’s a rare vantage point on the business and a proven path to broader field leadership.

Who we are

For years, we've helped families and businesses across Northern Ohio reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so our clients can do the things that matter most, with the ones who matter most. We take the same approach with our people — you’ll be supported, developed, and guided every step of the way.

What You’ll Do

Run on-site inspections, client file reviews, and compliance interviews with Financial Representatives and their teams
Own the books and records for our Offices of Supervisory Jurisdiction, Registered Branch Offices, and field locations — keeping us audit-ready under FINRA requirements
Be the go-to advisor for Financial Representatives and field staff on risk management, regulatory change, policy, and documentation
Lead training that raises the compliance bar across the network office

The Impact You’ll Have

Drive the office risk score down
Increase client persistency across the office
Build a culture where compliance is second nature

Qualifications

Bachelor's degree required in related field
FINRA licenses – Series 7, 9, 10, 63 (required within 3 months); or could have Series 7, 24, 4, 53 and 63
3-5 years of experience in wealth management/compliance/audit role
Some insurance and investment knowledge is ideal
Critical thinking skills
Exceptional interpersonal and communication skills, with the confidence to navigate tough conversations directly and professionally
Detail-oriented, high integrity professional who is a lifelong learner. Willing to obtain additional certifications
People-friendly personality with a positive approach to work
Growth mindset is important

Compensation

Base salary: $60,000 - $72,500, commensurate with credentials and experience

Benefits

Health
Vision
Dental
Retirement plan
Paid time off

Growth Path

This person will have the ability to learn and develop in this role through becoming fully qualified through licenses. Long term this role could lead into a Director of Supervision or Growth and Development Director.

Work Environment

In-office role: Monday – Friday, 8am – 5 pm
Quarterly travel expectations: travel to 5 offices in Ohio and 3-5 offices for case file reviews (day trips)
This role is a position where the incumbent is looking for a long-term career – ownership and commitment are important

Pay: $60,000.00 - $72,500.00 per year

Benefits:

Dental insurance
Health insurance
Professional development assistance
Retirement plan
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

wealth management/financial services: 3 years (Preferred)

License/Certification:

Series 24 (Required)
Series 7 (Preferred)

Ability to Commute:

Cleveland, OH 44113 (Preferred)

Willingness to travel:

25% (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in independence, oh

Associate Director of Compliance - Wealth Management

Associate Advisor - Wealth Mgmt (In Office)

Banker Associate - Commercial Bank - Associate

Investment Banking Associate, Public Finance - Affordable Housing

Equity Research Associate

Trust Associate

Associate

Private Client Associate - Independence, OH

Associate Director of Finance

Financial Wellness Associate

Part Time (30 Hours) Associate Banker, Playhouse Square Branch, Cleveland, OH

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

Registered Wealth Management Client Associate

Compliance Associate

Associate Director, Credit Operations Support

Finance Early Career Program (ECP) Associate

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

Associate Wealth Advisor

Quant Analytics Sr Associate - Model Risk

KPB Client Service Associate - Fiduciary Strategist Trust Support

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