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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Overview

Open roles8
Top employerTriNet
Top cityColumbus, OH
Cities hiring6
Work type100% Remote
Top industryAccounting

Showing 5 of 8+ Financial Consultant jobs

Sales Consultant (Financial Services)
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Added 2w ago
Sales Consultant (Financial Services)
TriNet
Columbus, Ohio
Consulting & Professional Services
Sales
$68k - $96k/yr
Bachelor's degree
1,001-5,000

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Financial Consultant - Dayton, OH
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Added 1mo ago
Financial Consultant - Dayton, OH
Fidelity Investments
Beavercreek, Ohio
Business Development
Growth Marketing
Marketing
Remote (US)
Experience equivalent to degree accepted
10,000+

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Financial Consultant
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Added 1mo ago
Financial Consultant
German American Bank
Whitehall, Ohio
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
Bachelor's degree in finance
501-1,000

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Chief Financial Officer (CFO) - Consulting Engineering
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Added 1mo ago
Chief Financial Officer (CFO) - Consulting Engineering
ADF ENGINEERING
Miamisburg, Ohio
Business Development
Growth Marketing
Marketing
Master's degree in business administration

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Peoplesoft Financial Consultant
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Added 3mo ago
Peoplesoft Financial Consultant
eBusiness Solutions Inc.
Columbus, Ohio
Account Management
Business Development
Consulting & Professional Services
Customer Success
$73 - $79/hr

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See All 8 Financial Consultant Jobs in Ohio

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Financial Consultant Jobs by City in Ohio

Where Ohio roles are concentrated, by current openings.

Columbus
3 jobs
Woodmere
1 job
Whitehall
1 job
Cincinnati
1 job
Miamisburg
1 job
Beavercreek
1 job

Financial Consultant Job Market in Ohio

A snapshot from current Ohio openings, updated as new roles post.

Who's Hiring

TriNet1 open role
Deloitte1 open role
Accenture1 open role

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