Financial Consultant Jobs in Ohio
Financial Consultant jobs in Ohio are actively in demand, with steady hiring concentrated in wealth management, corporate finance, and insurance-linked advisory across entry-level associate roles through senior client-facing positions. Columbus, Cleveland, and Cincinnati are the largest hiring metros, home to established employers such as Nationwide, KeyCorp, and Fifth Third Bank that consistently recruit financial consultants. Tax planning, retirement advisory, and portfolio management are among the most sought-after specialties across the state. Find a role that fits below and apply directly.
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TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.
TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.
Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.
A Brief Overview
As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet's comprehensive solution which includes access to benefits, payroll, and HR services to companies with 5-99 employees within your designated territory. You'll prospect and build your own book of business, own your opportunities and execute your sales process an organized calendar of activities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses.
What you will do
- Plan: Develop an annual plan to hit targets in defined territory, typically covering multiple states and/or regions and a diverse portfolio of industries, all centered around larger businesses with 5-99 employees.
- Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities.
- Qualifying opportunities: Strong understanding of target market and decision-making personas will help to qualify or disqualify quickly.
- Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect’s decision-making system, to effectively gain successful business and long-term client relationships.
- Sales Process: Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes. Balance multiple complex opportunities in parallel through the stages of typical 3-6-month sales process.
- Sales tools and systems: Utilize Sales systems including Salesforce.com, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities.
- Achieve quota target by meeting sales activity metrics.
- Complete all administrative tasks and duties in a timely manner.
- Demonstrate TriNet’s core values daily.
- Performs other duties as assigned
- Complies with all policies and standards
Education Qualifications
- Bachelor's Degree or equivalent experience preferred
Experience Qualifications
- Typically 3+ years B2B complex sales cycle preferred.
Skills and Abilities
- Excellent verbal and written communication skills.
- Ability to communicate with colleagues at all levels of the organization.
- Ability to build your own book of business from prospecting, sourcing, establishing and maximizing partner and referral networks.
- Ability to build strong ecosystem partnerships and business referral relationships to share the value and mission of TriNet.
- Ability to manage multiple priorities and sales opportunities at different stages.
- Excellent verbal and written communication skills, interpersonal skills and presentation skills.
- A proven dedication to high professional ethical standards and a diverse workplace.
- Ability to adapt to a fast paced continually evolving business and work environment while managing balancing priorities.
- Experience with technology and common software and web applications, including MS Office and Salesforce.com.
- Detail oriented.
Travel Requirements
Ability and willingness to travel to prospective clients' sites within your assigned territory.
Work Environment
- Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.
The salary range for this role is $67,500.00 to $95,700.00. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience.
Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet’s commission plan.
Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904
Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.
TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact recruiting@trinet.com to request such an accommodation.
See All 8 Financial Consultant Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Consultant Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Accounting & Auditing
- Investment & Asset Management
- Consulting & Professional Services
What Ohio Employers Look For
The qualifications that appear most often in financial consultant jobs across Ohio.
- Active FINRA Series 65 or Series 66 registration recognized in Ohio
- Bachelor's degree in finance, accounting, economics, or a related business field
- Demonstrated experience building and managing client financial plans or portfolios
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar tools
- Strong written and verbal communication skills for presenting recommendations to clients
- CFP designation or active progress toward Certified Financial Planner certification preferred
Financial Consultant Jobs in Ohio: Frequently Asked Questions
How do you become a financial consultant in Ohio?
Most financial consultant roles in Ohio require passing FINRA licensing exams, typically the Series 65 or Series 66, which qualify you to act as an investment adviser representative in the state. Ohio does not have a separate state-issued financial consultant license beyond FINRA registration. Employers typically expect a bachelor's degree in finance, accounting, or economics, and many larger Ohio firms require or strongly prefer candidates who hold or are pursuing the CFP designation.
Which companies hire financial consultants in Ohio?
Employers hiring financial consultants in Ohio right now include TriNet, Deloitte, and Accenture, based on current listings on Migrate Mate as of November 2026. Ohio's concentration of major insurance carriers, regional banks, and wealth management firms means consistent openings across both large institutions and independent advisory practices throughout the state.
Which Ohio cities have the most financial consultant jobs?
Columbus, Woodmere, and Whitehall have the most financial consultant openings in Ohio. Columbus drives the largest share of postings as the state capital and headquarters city for insurance giants and regional banks, while Cleveland's financial district and Cincinnati's concentration of asset management and insurance firms generate strong demand in both of those metros as well.
Are there remote financial consultant jobs in Ohio?
Yes, and more than many fields, since financial consulting is largely desk-based and relationship-driven work that translates well to remote or hybrid arrangements. About 100% of financial consultant openings tied to Ohio are remote or hybrid as of November 2026, reflecting how broadly firms have adopted flexible models since the shift to digital client meetings. Portfolio review, financial planning, and investment analysis work are the functions most commonly performed fully remote.
How can I get hired as a financial consultant in Ohio with little or no experience?
The most realistic entry path is joining a large Ohio-based financial institution as a financial advisor trainee or associate, where firms such as Nationwide, Fifth Third Bank, or KeyCorp run structured new-graduate development programs that provide licensing support and mentored client exposure. Candidates moving from banking, accounting, or insurance roles into financial consulting are also well positioned, since client service and analytical experience transfers directly. Completing the Series 65 exam and beginning the CFP coursework before applying gives entry-level candidates a measurable edge in Ohio hiring.
Where can I find and apply to financial consultant jobs in Ohio?
You can find and apply to financial consultant jobs in Ohio on Migrate Mate, which lists current openings from employers hiring in the state right now. Search through the available roles, find the ones that fit your experience and preferred location, and apply directly to each one.
See All 8 Financial Consultant Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs