Top 62 Financial planner Jobs in Toledo, Oh

Registered Branch Associate
Edward Jones —Toledo, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Financial Representative
Modern Woodmen of America —Toledo, OH
- $50,000 - $85,000 a year
- Choose your own hours
- Sales
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Toledo, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Representative (Full Training and Licensing Provided)
Northwestern Mutual —Toledo, OH
- $75,000 - $150,000 a year
- Full-time
- Sales
- Military
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
2d
Wealth Planning Advisor
WealthBridge Financial Group —Ottawa Hills, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
5d
Financial Planning Assistant
Winovich Wealth Partners —Toledo, OH
- $65,000 - $100,000 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Research
- Financial services
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Advisor
Skylight Financial Group —Toledo, OH
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Marketing
- Health insurance
- 401(k)
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
Registered Investment Advisor
WealthBridge Financial Group —Toledo, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
5d
Personal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OH
Magellan Health —Toledo, OH
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Financial Advisor
Northwestern Mutual —Toledo, OH
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Advisor Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
KPB Client Service Associate - Fiduciary Strategist Trust Support
KeyBank National Association —Toledo, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
5d
Relationship Banker - Sylvania North - Sylvania, OH
JPMorganChase —Sylvania, OH
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
5d
Relationship Banker - Northwest Ohio Market - Toledo, OH
JPMorganChase —Rossford, OH
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Voya Financial Toledo OH
Voya Financial Advisors —Toledo, OH
- Full-time
- Mid-level
- 403(b)
Experienced Advisor
Financial Design Group —Toledo, OH
- Email
- Mid-level
- Analysis skills
- 1 year
Managing Director
WealthBridge Financial Group —Toledo, OH
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Family Wealth Strategist I
TFO Wealth Partners, LLC —Maumee, OH
- Full-time
- 5 years
- Finance
- Bachelor's degree
Investment Advisor
SB Financial Group Inc. —Perrysburg, OH
- Full-time
- Bachelor of Science
- Mid-level
- Office
Quick Apply

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financial planner jobs near toledo, oh

Registered Branch Associate

Edward Jones -
Toledo, OH

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
On-the-job training
Employee assistance program
Vision insurance

Qualifications

Series 66
High school diploma or GED
Series 7

Full Job Description

This job posting is anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.

We'll give you training and the support you need, providing:

Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

Skills:

Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management

Key responsibilities:

Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally

Can you see yourself...

Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes

Requirements:

High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC

Complete required CE training to ensure license(s) are in good standing

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a salaried professional, you can also expect…

A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

Apply Now

Refine Your Search

financial planner jobs in toledo, oh

Registered Branch Associate

Financial Representative

Wealth Management Trainee (OH)

Financial Representative (Full Training and Licensing Provided)

Wealth Planning Advisor

Financial Planning Assistant

Financial Advisor

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

Registered Investment Advisor

Personal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OH

Financial Advisor

Financial Advisor Associate

KPB Client Service Associate - Fiduciary Strategist Trust Support

Relationship Banker - Sylvania North - Sylvania, OH

Relationship Banker - Northwest Ohio Market - Toledo, OH

Voya Financial Toledo OH

Experienced Advisor

Managing Director

Family Wealth Strategist I

Investment Advisor

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