Financial Planning Jobs in Ohio
Financial planning jobs in Ohio are in steady demand, concentrated in wealth management, corporate finance, retirement planning, and insurance advisory roles at every level from entry-level analyst through senior planner and director. Columbus, Cleveland, and Cincinnati are the primary hiring hubs, anchored by large employers such as Nationwide, KeyBank, and Fifth Third Bank that maintain significant financial planning operations across the state. The most sought-after specialties in Ohio are retirement planning, tax-focused financial advisory, and fee-only wealth management, particularly within regional banks and independent registered investment advisor firms. Find a role that fits below and apply directly.
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Showing 5 of 26+ Financial Planning jobs
At Visual Edge IT, we believe great business decisions start with great insight. As a growing technology organization, we’re looking for an analytical, curious, and business-minded FP&A Analyst to join our Corporate Finance team and help turn financial and operational data into decisions that move the business forward.
This is not a traditional reporting role. As an FP&A Analyst, you’ll go beyond the numbers to understand why performance looks the way it does, connect operational activity to financial outcomes, challenge assumptions, and identify opportunities to improve business performance. You’ll work closely with Finance, Accounting, Operations, Sales, IT, and other business leaders to develop meaningful analysis, improve visibility, and support strategic company initiatives.
If you enjoy solving complex business problems, working with large datasets, building financial models, and translating analysis into clear recommendations, this role gives you the opportunity to make a meaningful impact across the organization.
- Perform financial and operational analysis to identify trends, risks, opportunities, and the key drivers behind business performance.
- Develop financial models, business cases, scenario analyses, and other analytical tools to support strategic and operational decision-making.
- Analyze large and complex datasets from multiple systems and translate information into actionable business insights.
- Build and maintain KPI dashboards, management reporting packages, and analytical tools that improve visibility into business performance.
- Partner with business leaders to understand operational performance, identify areas for improvement, and provide data-driven recommendations.
- Leverage Business Intelligence tools and reporting platforms to expand analytical capabilities and improve how leaders access and use information.
- Present financial findings, insights, and recommendations clearly to Finance, business leadership, and other stakeholders.
- Support executive, Board, and lender reporting requirements with accurate, meaningful, and timely analysis.
- Identify opportunities to automate reporting and analysis, streamline processes, and improve the efficiency and quality of financial information.
- Support annual budgeting, forecasting, and long-range planning processes.
- Proactively identify business risks and opportunities and help translate findings into actions that improve performance.
- Build strong relationships across Finance, Accounting, Operations, Sales, IT, and other functions to serve as a trusted analytical partner to the business.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 3–5+ years of experience in FP&A, business analytics, corporate finance, consulting, or a related analytical role.
- Strong financial analysis, financial modeling, and problem-solving skills.
- Strong understanding of financial statements and accounting principles.
- Advanced proficiency in Microsoft Excel and other Microsoft tools.
- Experience working with large datasets and Business Intelligence tools.
- Ability to synthesize complex financial and operational information into clear, concise business recommendations.
- Strong analytical curiosity and a demonstrated desire to understand the business drivers behind financial results—not simply report the numbers.
- Highly self-motivated and comfortable working in a fast-paced environment with evolving priorities.
- Demonstrated ability to collaborate effectively with cross-functional teams and build credibility with business leaders.
- Excellent written, verbal, communication, and presentation skills.
- Experience with OneStream, Power BI, or similar reporting and analytics platforms is preferred.
- MBA or other advanced certifications are a plus, but not required.
Visual Edge IT promotes a healthy work-life balance for employees by offering competitive pay, PTO, and nine paid holidays per year. We are always reviewing and finding new ways to support our employees’ unique needs.
Career Path
We encourage growth from within Visual Edge IT. We seek outside candidates who are driven that we can nurture along a career path and we hire/promote internally. We also have opportunities to develop talent through training programs.
Insurance Benefits
We offer multiple plans to choose from to fit your individual needs. We offer medical, HSA, dental, vision, short-term disability, long-term disability, voluntary life insurance, employee assistance program, and wellness programs. We provide all of our employees a $50k life insurance policy at no cost to our team members.
401(k)
Visual Edge gives employees access to a 401k program and offers an employer match benefit. Visual Edge IT will match 100% of an employee’s contribution up to the first 3% and will provide an additional 50% match on the next 2% of the employee contribution.
At Visual Edge IT, we believe great business decisions start with great insight. As a growing technology organization, we’re looking for an analytical, curious, and business-minded FP&A Analyst to join our Corporate Finance team and help turn financial and operational data into decisions that move the business forward.
This is not a traditional reporting role. As an FP&A Analyst, you’ll go beyond the numbers to understand why performance looks the way it does, connect operational activity to financial outcomes, challenge assumptions, and identify opportunities to improve business performance. You’ll work closely with Finance, Accounting, Operations, Sales, IT, and other business leaders to develop meaningful analysis, improve visibility, and support strategic company initiatives.
If you enjoy solving complex business problems, working with large datasets, building financial models, and translating analysis into clear recommendations, this role gives you the opportunity to make a meaningful impact across the organization.
- Perform financial and operational analysis to identify trends, risks, opportunities, and the key drivers behind business performance.
- Develop financial models, business cases, scenario analyses, and other analytical tools to support strategic and operational decision-making.
- Analyze large and complex datasets from multiple systems and translate information into actionable business insights.
- Build and maintain KPI dashboards, management reporting packages, and analytical tools that improve visibility into business performance.
- Partner with business leaders to understand operational performance, identify areas for improvement, and provide data-driven recommendations.
- Leverage Business Intelligence tools and reporting platforms to expand analytical capabilities and improve how leaders access and use information.
- Present financial findings, insights, and recommendations clearly to Finance, business leadership, and other stakeholders.
- Support executive, Board, and lender reporting requirements with accurate, meaningful, and timely analysis.
- Identify opportunities to automate reporting and analysis, streamline processes, and improve the efficiency and quality of financial information.
- Support annual budgeting, forecasting, and long-range planning processes.
- Proactively identify business risks and opportunities and help translate findings into actions that improve performance.
- Build strong relationships across Finance, Accounting, Operations, Sales, IT, and other functions to serve as a trusted analytical partner to the business.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 3–5+ years of experience in FP&A, business analytics, corporate finance, consulting, or a related analytical role.
- Strong financial analysis, financial modeling, and problem-solving skills.
- Strong understanding of financial statements and accounting principles.
- Advanced proficiency in Microsoft Excel and other Microsoft tools.
- Experience working with large datasets and Business Intelligence tools.
- Ability to synthesize complex financial and operational information into clear, concise business recommendations.
- Strong analytical curiosity and a demonstrated desire to understand the business drivers behind financial results—not simply report the numbers.
- Highly self-motivated and comfortable working in a fast-paced environment with evolving priorities.
- Demonstrated ability to collaborate effectively with cross-functional teams and build credibility with business leaders.
- Excellent written, verbal, communication, and presentation skills.
- Experience with OneStream, Power BI, or similar reporting and analytics platforms is preferred.
- MBA or other advanced certifications are a plus, but not required.
Visual Edge IT promotes a healthy work-life balance for employees by offering competitive pay, PTO, and nine paid holidays per year. We are always reviewing and finding new ways to support our employees’ unique needs.
Career Path
We encourage growth from within Visual Edge IT. We seek outside candidates who are driven that we can nurture along a career path and we hire/promote internally. We also have opportunities to develop talent through training programs.
Insurance Benefits
We offer multiple plans to choose from to fit your individual needs. We offer medical, HSA, dental, vision, short-term disability, long-term disability, voluntary life insurance, employee assistance program, and wellness programs. We provide all of our employees a $50k life insurance policy at no cost to our team members.
401(k)
Visual Edge gives employees access to a 401k program and offers an employer match benefit. Visual Edge IT will match 100% of an employee’s contribution up to the first 3% and will provide an additional 50% match on the next 2% of the employee contribution.
See All 26 Financial Planning Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Planning Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
What Ohio Employers Look For
The qualifications that appear most often in financial planning jobs across Ohio.
- Active FINRA Series 65 or Series 66 registration required or in progress for Ohio advisory roles
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFP certification preferred or required for most mid-level and senior financial planning positions
- Two or more years of client-facing financial planning or wealth management experience
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of Ohio tax considerations, retirement accounts, and estate planning fundamentals
Financial Planning Jobs in Ohio: Frequently Asked Questions
How do you become a financial planning in Ohio?
To work as a financial planner in Ohio, you typically need a bachelor's degree in finance, accounting, or economics, followed by obtaining FINRA registration through passing the Series 65 exam, which qualifies you as an Investment Adviser Representative in Ohio. Many employers additionally require or strongly prefer the Certified Financial Planner designation, awarded by the CFP Board after completing approved coursework, passing the CFP exam, and fulfilling experience requirements. Ohio does not have a separate state-specific financial planning license beyond FINRA registration.
How much do financial plannings make in Ohio?
Financial plannings in Ohio earn a median of about $90,990 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $49,400 for the lowest 10% to over $222,060 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Ohio?
Employers hiring financial plannings in Ohio right now include ATSG, Jamba Juice, and NiSource, based on current listings on Migrate Mate as of September 2026. Ohio's concentration of major insurance carriers, regional banks, and independent registered investment advisor firms means hiring activity is spread across both large institutions and boutique wealth management practices.
Which Ohio cities have the most financial planning jobs?
Columbus, Wilmington, and Akron have the most financial planning openings in Ohio. Columbus leads because it is home to corporate headquarters for Nationwide and several large regional banks, while Cleveland's strength in institutional wealth management and Cincinnati's base of insurance and asset management firms drive strong hiring in those markets as well.
Are there remote financial planning jobs in Ohio?
Yes, and more than many financial roles, since much financial planning work is advice-driven and client communication can happen virtually. About 29% of financial planning openings tied to Ohio are remote or hybrid as of September 2026, reflecting the industry's broader shift toward flexible client service models. Comprehensive financial planning, retirement analysis, and tax planning roles tend to be the most remote-friendly, while roles requiring in-person client relationship management remain largely office-based.
How can I get hired as a financial planning in Ohio with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role, which large Ohio firms such as Nationwide and regional banks like KeyBank and Fifth Third regularly fill with recent graduates. Completing the Series 65 exam before applying gives candidates a concrete advantage, as does pursuing CFP coursework through Ohio universities or approved programs. Adjacent roles in banking, insurance sales, or tax preparation at Ohio-based firms are common entry points that build the client-facing and analytical skills financial planning hiring managers look for.
Where can I find and apply to financial planning jobs in Ohio?
You can find and apply to financial planning jobs in Ohio on Migrate Mate, which lists current Ohio openings across Columbus, Cleveland, Cincinnati, and other markets in the state. Find roles that fit your experience and credentials and apply directly to the employers posting them.
See All 26 Financial Planning Jobs in Ohio
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