Investment Jobs in Ohio
Investment jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where firms like JPMorgan Chase, KeyCorp, and Fifth Third Bank maintain major operations and hire at every level from analyst to portfolio manager. The most in-demand specialties include equity research, wealth management, and corporate finance, reflecting the state's deep roots in banking and insurance. Ohio consistently ranks among the more active Midwest markets for investment talent. Find a role that fits below and apply directly.
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If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
- Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required qualifications, capabilities, and skills
- A valid and active Series 7 OR a valid and active Series 66 (63/65)
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 7 OR valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
- Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required qualifications, capabilities, and skills
- A valid and active Series 7 OR a valid and active Series 66 (63/65)
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 7 OR valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 63 Investment Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Investment Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- JPMorganChase10
- Capital5
- Western & Southern Financial4
- KeyBank3
- AES Corporation3
Top Industries Hiring
- Banking & Financial Services
- Retail
- Fintech
- Investment & Asset Management
What Ohio Employers Look For
The qualifications that appear most often in investment jobs across Ohio.
- FINRA Series 7 or Series 65 license required or must obtain within 90 days
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Proficiency in financial modeling, valuation methods, and investment analysis tools
- Experience with Bloomberg terminals, FactSet, or equivalent market data platforms
- CFA designation preferred or candidates actively pursuing the CFA credential
- Strong written communication skills for client reporting and investment presentations
Investment Jobs in Ohio: Frequently Asked Questions
How do you become a investment in Ohio?
Most investment roles in Ohio require a bachelor's degree in finance, economics, or accounting, followed by licensing through FINRA. Roles involving securities advice or portfolio management typically require the Series 65 or Series 7 exam, administered by FINRA and registered with the Ohio Division of Securities. Aspiring investment professionals often start in analyst or associate roles at regional banks, asset managers, or insurance firms before moving into advisory or portfolio positions.
Which companies hire investments in Ohio?
Ohio investment roles are posted by JPMorganChase, Capital, and Western & Southern Financial and others right now, based on current listings on Migrate Mate as of November 2026. Ohio's concentration of regional banks, insurance headquarters, and private equity firms in Columbus and Cleveland makes it one of the more active Midwest hiring markets for investment professionals.
Which Ohio cities have the most investment jobs?
Columbus, Cleveland, and Cincinnati post the most investment openings in Ohio. Columbus drives volume as the state capital and home to major bank and insurance headquarters, Cleveland's historic financial district supports a dense cluster of asset managers and wealth advisors, and Cincinnati benefits from the corporate finance operations of large consumer and healthcare companies headquartered there.
Are there remote investment jobs in Ohio?
Yes, and they are more common in investment than in many other fields, particularly for research, analyst, and advisory roles that are primarily desk-based. About 60% of investment openings tied to Ohio are remote or hybrid as of November 2026, reflecting how much of this work can be done without a fixed office presence. Client-facing wealth management and trading desk roles tend to remain predominantly on-site.
How can I get hired as a investment in Ohio with little or no experience?
The most realistic entry path is through a bank or brokerage rotational analyst program, which major Ohio employers in Columbus and Cleveland run specifically for recent graduates. Candidates without direct investment experience often move in from adjacent roles in accounting, financial planning, or credit analysis. Completing the Series 65 exam before applying signals commitment and gives candidates a concrete edge, even without prior investment titles on their resume.
Where can I find and apply to investment jobs in Ohio?
You can find and apply to investment jobs in Ohio on Migrate Mate, which lists current Ohio openings across Columbus, Cleveland, Cincinnati, and other markets. Search the available roles, find ones that fit your experience and specialization, and apply directly to the employer. No account creation is required to see what is posted.
See All 63 Investment Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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