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
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 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
Top Industries Hiring
- Banking & Financial Services
- Distribution & Wholesale
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, Northwest Bank, and Cardinal Health, based on current listings on Migrate Mate as of November 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, Dublin, and Dayton 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 November 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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