Top 34 Associate financial planner Jobs in Ohio

Associate Financial Advisor
TPM Placement —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Wealth Management Trust Associate
U.S. Bank National Association —Cincinnati, OH
- $21.97 - $32.21 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
8d
KPB Client Service Associate - Trust
KeyBank National Association —Brooklyn, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
Trust Associate
Johnson Investment Counsel —Kenwood, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
1d
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Operations Associate / Financial Advisor
Briskey Financial Services, LLC —Defiance, OH
- $22,500 - $100,000 a year
- Part-time
- Hybrid work
- Entry level
- Time management
Quick Apply
Financial Advisor Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
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
7d
Registered Branch Associate
Edward Jones —Columbus, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Registered Branch Associate
Edward Jones —Toledo, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Registered Branch Associate
Edward Jones —Marietta, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Associate Financial Advisor
Jambalaya Group —Worthington, OH
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
8d
Associate Financial Advisor
Peoples Bank —Cambridge, OH
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Paid holidays
Trust & Family Office Associate
Carr, Riggs & Ingram, LLC —Canton, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Associate Institutional Equity Salesperson
Northcoast Research —Cleveland, OH
- Bachelor's degree
- Organizational skills
- 1 year
Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Bank of America —Columbus, OH
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Associate Wealth Advisor
CBIZ —Cleveland, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
1d
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off

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associate financial planner jobs near ohio

Associate Financial Advisor

TPM Placement
Columbus, OH

Quick Apply

Job Details

Full-time
$110,000 - $130,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Financial planning
Financial planning software
Wealth management
CFP
Bachelor's degree
Portfolio management advisory services
Financial services
Productivity software
Series 65
Retirement planning advisory services

Full Job Description

Position: Associate Financial Advisor

Location: Columbus, Ohio

Status: Full time, in office

Compensation: $110K-$130K (based on experience)

The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent financial planning firm with an in-house tax department, is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

Are you looking for a new opportunity to advance and be part of a growing team with the infrastructure in place to allow you to deliver a holistic comprehensive planning process? Do you take the long view of opportunities and get excited by the process of achieving success for your clients?

If you are looking for an opportunity to join an established firm and partner with a successful leader, the opportunity to join us as an Associate Financial Advisor may be for you.

Our firm:

Works for some of the most amazing people in the country. Affluent individuals, families and privately owned businesses entrust us with their retirement and investment goals and dreams. Services offered include full comprehensive financial planning, investment management and implementation, retirement income planning, tax preparation, estate planning and protection planning strategies.
Wants our clients to succeed and we want our staff to succeed as well. We make sure to practice what we preach and help our team engage in their own success. We deliver training, mentoring, and numerous opportunities for personal and professional growth to all those who join the team.
Is a highly respected wealth management firm. We are very selective about the clients we bring on board and with whom we do business.

The Associate Financial Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation and a potential future path toward becoming a Financial Advisor.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with the entire team, including the other advisors and the firm’s Founder.

The attributes that we look for in teammates include:

Energy and enthusiasm
High emotional intelligence: resiliency, emotional regulation, self-awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict
Commitment to exceeding client expectations
An interest in growing and continuing education
Humility and compassion; patience and empathy
Meticulous listening skills
An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
Strong organizational skills
Desire to be a long-term contributing member of the team
Strong attention to detail
Positive attitude, team player
A long view of the opportunities presented by the firm, and the industry overall

Interested in more details? As an Associate Financial Advisor you can expect to:

Producing client deliverables in a timely, accurate, and informative manner
Conduct review meetings in conjunction with the firm’s advisors
Attend client meetings, take notes, create summary letters and file notes and perform necessary follow up
Monitor account alerts
Generate review meeting materials for client presentation including creating financial plans
Maintain relationships with clients, understanding their unique circumstances, connections, talents, interests, etc.
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner
Review clients’ goals and risk profile
Stay current on trends within the financial planning and investment arena
Demonstrate job stability and career progression

Qualifications for this role include:

Bachelor’s degree
CFP® certification or currently enrolled in CFP® certification coursework required
Series 65 required
6+ years of industry experience
A clean U-4
Excellent communication and relationship management skills
Heavy client facing experience
Strong computer skills and experience with Microsoft Office and some financial planning software
Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As an Associate Financial Advisor, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Financial planning: 3 years (Required)
wealth management: 4 years (Required)

License/Certification:

Series 65 (Required)
CFP (Preferred)

Ability to Commute:

Columbus, OH 43235 (Required)

Work Location: In person

Quick Apply

Refine Your Search

associate financial planner jobs in ohio

Associate Financial Advisor

Associate

Wealth Management Trust Associate

KPB Client Service Associate - Trust

Associate Financial Advisor

Trust Associate

Registered Private Wealth Client Associate

Operations Associate / Financial Advisor

Financial Advisor Associate

Associate Wealth Advisor

Registered Branch Associate

Registered Branch Associate

Registered Branch Associate

Associate Financial Advisor

Associate Financial Advisor

Trust & Family Office Associate

Associate Institutional Equity Salesperson

Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market

Associate Wealth Advisor

Senior Wealth Planning Associate - Columbus, OH

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