Top 179 Wealth management advisor Jobs in Ohio

Client Service Advisor - Financial Planning
Northwestern Mutual - Midwest Financial Planning Grp —Findlay, OH
- $65,000 - $70,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
5d
Senior Client Service Advisor
Northwestern Mutual - Midwest Financial Planning Grp —Findlay, OH
- $75,000 - $115,000 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid training
- Health insurance
Quick Apply
5d
Financial Advisor
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Youngstown, OH
- $75,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Marketing
- Paid training
- Health savings account
Quick Apply
20h
Wealth Management Advisor
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
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
Wealth Management Trainee (OH)
Bankers Life —Zanesville, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor (Training Provided, Licensing Sponsored)
Northwestern Mutual - Rookwood —Cincinnati, OH
- $82,000 - $200,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Westlake, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Toledo, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Dayton, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Wealth Advisor
WealthBridge Financial Group —Blue Ash, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Wealth Advisor
WealthBridge Financial Group —Columbus, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio
JPMorganChase —Powell, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
12d
Senior Wealth Strategy Consultant
Curvion Blue —Columbus, OH
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio
JPMorganChase —Toledo, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
7d
Private Client Advisor II
Bank of America —Cleveland, OH
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
8d
Wealth Management Advisor
U.S. Bank National Association —Cincinnati, OH
- $65,000 - $80,200 a year
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
JPMorganChase —Lima, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
7d
Investment Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted

I want to receive the latest job alert for wealth management advisor in ohio

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near ohio

Financial Advisor jobs in Columbus, OH

Financial Advisor jobs in Youngstown, OH

Customer Service Representative jobs in Findlay, OH

Client Advisor jobs in Cleveland, OH

Senior Advisor jobs in Columbus, OH

Management Trainee jobs in Toledo, OH

Management Trainee jobs in Dayton, OH

Wealth Management Advisor jobs in Cincinnati, OH

Financial Advisor jobs in Cincinnati, OH

Financial Advisor jobs in Cleveland, OH

Brand Strategy Consultant jobs in Columbus, OH

Academic Advisor jobs in Detroit, MI

Senior Client Advisor jobs in Houston, TX

Senior Client Advisor jobs in Boston, MA

Senior Client Advisor jobs in Los Angeles, CA

Private Client Advisor Jp Morgan jobs in New York, NY

Senior Accountant jobs in Worcester, MA

Senior Client Advisor jobs in Seattle, WA

Automotive Service Advisor jobs in St. Louis, MO

Academic Advisor Community College jobs in California

Client Service Advisor - Financial Planning

Northwestern Mutual - Midwest Financial Planning Grp
Findlay, OH

Quick Apply

Job Details

Full-time
$65,000 - $70,000 a year
5 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Employee discount
Flexible schedule

Qualifications

Teamwork
Records management
Bachelor's degree
Attention to detail
Financial services

Full Job Description

Client Service Advisor – Financial Planning

Midwest Financial Planning Group is seeking a detail-oriented and client-focused Service Advisor to support our Private Wealth Advisors and Paraplanners in delivering comprehensive financial planning and exceptional client service. This role is ideal for a professional who thrives in a collaborative, fast-paced environment and enjoys managing client relationships, coordinating financial planning activities, and ensuring follow-through on recommendations.

The Client Service Advisor plays a key role in enhancing the overall client experience by supporting financial planning, insurance planning, meeting preparation, opportunity management, and service execution. This position reports to the Director of Client Service and works closely with advisors and internal operations teams.

About our firm:

At Midwest Financial Planning Group, our success hinges on our expertise in financial management, comprehensive planning, and outstanding client service. We are seeking a Service Advisor to manage a variety of tasks related to financial planning, relationship management, and client case preparation. You'll work closely with our Private Wealth Advisors and Paraplanners to enhance the client experience, focusing on areas like financial planning, insurance planning, client presentations, and service follow-through. You will report to the Director of Client Services.

Essential duties:

FINANCIAL PLANNING & RECOMMENDATIONS

· Collaborate with Private Wealth Advisors to design and implement financial plan recommendations.

· Prepare agendas and update client information for meetings.

· Create supporting documents and reports for recommendation meetings, including illustrations, investment proposals, and other visuals.

· Facilitate case planning meetings with Private Wealth Advisors.

· Collect and document client information during meetings, including updated statements and FF documentation.

· Prepare necessary paperwork for client meetings.

OPPORTUNITY MANAGEMENT

· Continuously review the case load of open opportunities for Private Wealth Advisors.

· Act as a project manager for open client opportunities, ensuring progress and adherence to processes.

· Serve as a communication bridge between the Operations Department and Private Wealth Advisors.

CLIENT SERVICE

· Follow up with internal teams and clients to execute planning or service items and gather additional information as requested by Private Wealth Advisors.

· Develop and strengthen client relationships through face-to-face, email, or phone interactions.

· Ensure all paperwork and documentation for client meetings are accurate and up to date.

TEAM DUTIES

Actively participate in team meetings to enhance team culture, productivity, and expertise.
Maintain organized records of client information and planning documents, ensuring confidentiality and compliance.
Ensure compliance in all actions within your role.
Pursue continuing education (CE) for all active licenses and designations.
Provide backup support for insurance service, new business, and financial planning as needed.
Perform additional duties and responsibilities as assigned.

Qualifications

Bachelor’s Degree required.
3+ years of experience in a financial institution.
Ohio Life & Health License preferred or obtainable within 1 months of hire.
SIE, Series 6/7 & Series 63 preferred or obtainable within 12 months of hire.
Financial designations preferred; interest in continued education is acceptable.
Solid knowledge of financial services with the ability to expand your expertise.
Clear communication skills for explaining financial principles face-to-face, over the phone, or via email.
Strong attention to financial detail.
Professional office skills.
Ability to take independent action and make sound decisions.
Ability to multi-task effectively.
Ability to work well with others.

Growth Path:

This is an excellent opportunity for a paraplanner who wants client-facing experience and may desire a clear pathway to an advisor role while working within a well-capitalized firm that supports professional growth.

Benefits:

· Salary: $65,000 - $70,000, commensurate with experience

· Benefits including: health, vision, dental, life, retirement plan and employee assistance program.

· Perks: Employee discount, paid training and flexible schedule

· Paid time off

· Ability to the commute to the office- we are an in office team!

· Work location: 630 South Main Street, Findlay, OH 45840

Competencies:

· Interpersonal Communication: relates well to all kinds of people; ability to gain trust and successfully build relationships with others; orientation toward teamwork; builds appropriate rapport; uses diplomacy and tact; can navigate critical conversations. Strong ability in both writing and verbal communication.

· Prioritization: spends his/her time and the time of others on what's is most important and effective; understands how to use time strategically and set aside distractions; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus with self and team.

· Good Judgement: makes better decisions than most. Ability to combine personal qualities with relevant knowledge and experience to form opinions and make decisions. Listening well to others with undivided attention understanding what is and is not said.

· Self-Starter: has the initiative and ability to work independently. This needn't mean working on their own; but rather being able to operate effectively without needing too much supervision. Able to think critically and problem solve.

Pay: $65,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in ohio

Client Service Advisor - Financial Planning

Senior Client Service Advisor

Financial Advisor

Wealth Management Advisor

Associate Financial Advisor

Wealth Management Trainee (OH)

Financial Advisor (Training Provided, Licensing Sponsored)

Wealth Management Trainee (OH)

Wealth Management Trainee (OH)

Wealth Management Trainee (OH)

J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

Private Wealth Advisor

Senior Wealth Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio

Senior Wealth Strategy Consultant

J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio

Private Client Advisor II

Wealth Management Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Lima / Celina / Wapakoneta - Ohio

Investment Consultant - Fairlawn, OH

I want to receive the latest job alert for wealth management advisor in ohio

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected