Top 98 investment associate Jobs in ohio

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
Registered Branch Associate
Edward Jones —Zanesville, 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
7d
Investment Associate - AI Trainer
DataAnnotation —Toledo, OH
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
7d
Investment Associate - AI Trainer
DataAnnotation —Columbus, OH
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
7d
Front Desk Associate
Johnson Investment Counsel —Cincinnati, OH
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
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 Underwriter/Underwriting Assistant - Cincinnati, OH
Great American Insurance Company —Cincinnati, OH
- Full-time
- Research
- Office
- Bachelor's degree
- Commuter assistance
- Employee stock purchase plan
Quick Apply
11d
Financial Wellness Associate
KeyBank National Association —Vermilion, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Associate Financial Advisor
Peoples Bank —Cambridge, OH
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Paid holidays
Equity Research Associate
Northcoast Research —Cleveland, OH
- Writing skills
- Finance
- Analysis skills
Financial Analysis, Associate
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
10d
Operations Trading Associate
Johnson Investment Counsel —Cincinnati, OH
- Microsoft Word
- Mid-level
- Office
Assistant Director & Associate Actuary
The Hartford —Columbus, OH
- $113,200 - $169,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Senior Associate - Planning, Strategy & Research
ASPIRIANT LLC —Cincinnati, OH
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Health insurance
- 401(k) matching
Quick Apply
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH
JPMorganChase —Alliance, OH
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Risk Management Analyst Associate | COMMERCIAL OPERATIONS
AEP Service Corporation —Columbus, OH
- $64,000 - $79,369 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
4d
Business Development Associate
Emergent Holdings —Westerville, OH
- $54,000 - $90,550 a year
- Full-time
- Marketing
- Research
- Mid-level
Associate Risk Analyst - Cyber Insurance
Hylant —Toledo, OH
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Business

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investment associate jobs near ohio

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

investment associate jobs in ohio

Financial Planning Associate

Registered Branch Associate

Registered Branch Associate

Investment Associate - AI Trainer

Investment Associate - AI Trainer

Front Desk Associate

Credit & Collections Associate

Associate Underwriter/Underwriting Assistant - Cincinnati, OH

Financial Wellness Associate

Associate Financial Advisor

Equity Research Associate

Financial Analysis, Associate

Operations Trading Associate

Assistant Director & Associate Actuary

Senior Associate - Planning, Strategy & Research

Registered Private Wealth Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH

Risk Management Analyst Associate | COMMERCIAL OPERATIONS

Business Development Associate

Associate Risk Analyst - Cyber Insurance

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