Top 3 Cfp Jobs in Youngstown Oh

Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
- $70,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Business
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Key Private Bank Sr. Fiduciary Strategist
KeyBank National Association —Akron, OH
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Demonstrates awareness of state specific estate and tax planning…
$96,000 - $181,000 a year
2d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
*Strategic Partner Conversion* – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners…
$175,000 - $950,000 a year
Quick Apply

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
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Financial Advisor

MassMutual Pittsburgh -
Youngstown, OH

Quick Apply

Job Details

Full-time
$70,000 - $150,000 a year

Qualifications

Financial planning software
Customer communication
Financial sales
Financial services customer support
Economics
Customer relationship building
CFP
Investment management advisory services
Bachelor's degree in finance
Bachelor's degree in business
Bachelor's degree in economics
Series 66
Finance
Series 7
Bachelor's degree
Client retention
Client base expansion
Investment client management
Financial product expertise
Securities Industry Essentials
Industry knowledge of financial regulations
Sales management systems proficiency
Financial goal setting advisory services
Prospecting
Client acquisition
CRM system proficiency
Life & Health Insurance License
Experience practicing in the securities industry
Business
Chartered Financial Analyst

Full Job Description

Launch a Career With Purpose — and the Independence to Shape It

At MassMutual Pittsburgh, we believe the best careers are built, not handed out. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.

About MassMutual Pittsburgh

MassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. As part of the MassMutual network, we combine the strength, stability, and resources of a Fortune 500 company with the collaborative, people-first culture of a close-knit team.

About the Program

Our Financial Advisor Development Program gives you the structure to learn, the support to grow, and the autonomy to build a practice that reflects your strengths.

What You’ll Receive

Licensing & Education Support We guide you through the Life, Accident & Health (LAH) licensing process and provide training for the SIE, Series 7, and Series 66 exams.
Structured, Hands-On Training
Develop real-world skills in financial planning, client relationship management, prospecting, product knowledge, compliance, and business planning.
Mentorship & Joint Work with Senior Advisors
Work alongside experienced advisors on real client cases — gaining confidence, insight, and practical experience.
A Clear Path to Building Your Own Practice
Grow your own book of business with ongoing coaching, marketing support, and leadership guidance.

What You’ll Do

Build and grow your own client base
Learn clients’ goals and design personalized financial strategies
Educate clients on financial solutions and guide them through key decisions
Implement and monitor financial plans as clients’ lives evolve
Commit to ongoing professional development to stay ahead in the industry

Who Thrives Here

We’re looking for individuals who want more than a job — they want a career with impact.

Recent graduates from any major (Finance/Business helpful but not required)
Entrepreneurial thinkers who are motivated by autonomy
Strong communicators who enjoy building relationships
People who care deeply about helping others achieve long-term success

Build Something That Matters

If you’re ready to take ownership of your career, make a meaningful difference in people’s lives, and grow with a team that invests in your success, we’d love to connect.

Desired Qualifications:

PA Life Accident and Health License or ability to obtain license in the first 3 months
A Bachelor's degree in Finance, Business, Economics, or a related field
Proficiency in using financial planning tools and software
Familiarity with financial regulations and industry's best practices
Excellent communication, interpersonal, and relationship-building skills

Nice-to-Haves:

SIE, FINRA 7 and 66, or ability to obtain them in the first 6 months
CFP, CFA, or related professional designation
Experience with CRM systems
Strong network within the Pittsburgh community
Experience in a customer-facing role in insurance and investment services
Passionate about making a significant impact in a client’s financial journey, with a focus on building and managing long-term client relationships

#LI-MMP1

#LI-JJ1

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cfp jobs in youngstown oh

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Empower Financial Planner

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