Financial Planning Analyst Jobs in Ohio
Financial Planning Analyst jobs in Ohio are consistently active, with strong demand concentrated in corporate finance, insurance, banking, and healthcare finance across entry-level through senior positions. Columbus, Cleveland, and Cincinnati anchor most of the hiring, where established employers like Nationwide, KeyBank, and Fifth Third Bank maintain large finance teams. The most in-demand specialties in Ohio are budgeting and forecasting, FP&A modeling, and variance analysis for multi-divisional organizations. Find a role that fits below and apply directly.
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Showing 5 of 26+ Financial Planning Analyst jobs
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities.
Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process. The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time.
Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice to your clients.
Success in this role is driven by client satisfaction, retention, and your ability to deepen relationships that naturally lead to additional assets, expanded planning opportunities, and referrals from existing clients and their networks. Rather than managing a sales pipeline, your focus will be on delivering an exceptional client experience that strengthens long-term relationships and supports organic growth.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice, ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, establish effective relationships, and deepen client engagement through ongoing planning conversations, this may be the opportunity for you!
Responsibilities:
- Serve the client's best interests, providing outstanding financial advice and guidance.
- Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
- Effectively evaluate client situations and analyze their needs.
- Develop and present a compelling set of recommendations.
- Deliver comprehensive financial planning across all areas of a client's financial life.
- Adept at building positive relationships with clients.
- Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve.
- Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
- Skilled at influencing clients to improve their financial well-being.
- Drive client retention and satisfaction through exceptional advice, service, and relationship management.
Requirements:
- Direct client-facing experience in a fee-based wealth management or planning role.
- Results-driven approach with a consistent track record of building and maintaining strong client relationships.
- Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
- Desire for role with base salary, performance-based compensation, and growing earnings potential.
- Must possess an active Series 65.
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment.
- A clean U-4.
- A Certified Financial Planner (CFP) or other certification is desired but not required.
Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities.
Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process. The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time.
Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice to your clients.
Success in this role is driven by client satisfaction, retention, and your ability to deepen relationships that naturally lead to additional assets, expanded planning opportunities, and referrals from existing clients and their networks. Rather than managing a sales pipeline, your focus will be on delivering an exceptional client experience that strengthens long-term relationships and supports organic growth.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice, ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, establish effective relationships, and deepen client engagement through ongoing planning conversations, this may be the opportunity for you!
Responsibilities:
- Serve the client's best interests, providing outstanding financial advice and guidance.
- Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
- Effectively evaluate client situations and analyze their needs.
- Develop and present a compelling set of recommendations.
- Deliver comprehensive financial planning across all areas of a client's financial life.
- Adept at building positive relationships with clients.
- Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve.
- Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
- Skilled at influencing clients to improve their financial well-being.
- Drive client retention and satisfaction through exceptional advice, service, and relationship management.
Requirements:
- Direct client-facing experience in a fee-based wealth management or planning role.
- Results-driven approach with a consistent track record of building and maintaining strong client relationships.
- Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
- Desire for role with base salary, performance-based compensation, and growing earnings potential.
- Must possess an active Series 65.
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment.
- A clean U-4.
- A Certified Financial Planner (CFP) or other certification is desired but not required.
Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
See All 26 Financial Planning Analyst Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find JobsFinancial Planning Analyst Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Planning Analyst Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Distribution & Wholesale
What Ohio Employers Look For
The qualifications that appear most often in financial planning analyst jobs across Ohio.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Proficiency in financial modeling, budgeting, and forecasting within Excel or similar tools
- Experience with enterprise planning software such as Hyperion, Anaplan, or Workday Adaptive
- Strong analytical skills with the ability to translate data into actionable business recommendations
- CFA, CPA, or CFP credential preferred or actively pursued by candidates in Ohio
- Effective communication skills for presenting financial results to senior leadership and cross-functional teams
Financial Planning Analyst Jobs in Ohio: Frequently Asked Questions
How do you become a financial planning analyst in Ohio?
Most financial planning analyst roles in Ohio require a bachelor's degree in finance, accounting, economics, or business administration. No state-issued license is required to work in the role, but Ohio employers consistently favor candidates who hold or are pursuing credentials such as the CFA, CPA, or CFP. Many candidates enter through corporate finance or accounting roles at Ohio-based companies and move into dedicated FP&A positions after building foundational experience.
How much do financial planning analysts make in Ohio?
Financial planning analysts in Ohio earn a median of about $94,280 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $57,870 for the lowest 10% to over $142,420 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial planning analysts in Ohio?
Employers hiring financial planning analysts in Ohio right now include ATSG, Northwest Bank, and Cardinal Health, based on current listings on Migrate Mate as of November 2026. Ohio's concentration of insurance headquarters, regional banks, and large healthcare systems means demand is spread across multiple industries rather than a single sector.
Which Ohio cities have the most financial planning analyst jobs?
Columbus, Dublin, and Dayton have the most financial planning analyst openings in Ohio. Columbus dominates because of its dense cluster of insurance companies, financial services firms, and corporate headquarters, while Cleveland and Cincinnati reflect the presence of regional banks, healthcare systems, and manufacturing conglomerates that maintain sizable finance teams.
Are there remote financial planning analyst jobs in Ohio?
Yes, and more than most fields. About 29% of financial planning analyst openings tied to Ohio are remote or hybrid as of November 2026, reflecting how well-suited the role is to desk-based analytical work. Forecasting, modeling, and reporting functions are the most commonly offered remotely, while roles requiring close collaboration with operations or executive leadership more often require in-office presence.
How can I get hired as a financial planning analyst in Ohio with little or no experience?
The most realistic entry path is through a junior financial analyst or finance rotational program at a large Ohio employer. Companies like Nationwide, Progressive, and the major Ohio health systems run structured rotational or development programs that place early-career candidates into FP&A adjacent roles. Transitioning from accounting, financial reporting, or business analyst positions is also common. Building proficiency in Excel-based financial modeling and earning progress toward a CFA or CPA designation gives candidates a measurable edge in Ohio hiring processes.
Where can I find and apply to financial planning analyst jobs in Ohio?
You can find and apply to financial planning analyst jobs in Ohio on Migrate Mate, which lists current Ohio openings updated regularly. Find the roles that fit your experience and location, then apply directly to each one.
See All 26 Financial Planning Analyst Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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