Wealth Advisor Jobs in Ohio
Wealth Advisor jobs in Ohio draw steady demand from the state's deep concentration of regional banks, insurance companies, and independent broker-dealers, with openings at every level from associate advisor through senior portfolio manager. Columbus, Cleveland, and Cincinnati lead hiring, anchored by employers such as KeyBank, Fifth Third Bank, and Nationwide, all of which maintain significant wealth management operations in the state. The most in-demand specialties are retirement planning, high-net-worth client services, and fee-based financial planning. Find a role that fits below and apply directly.
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Showing 5 of 60+ Wealth Advisor jobs
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started?
A successful advisor has typically reached a ceiling and is looking for a career change where they can translate their talents. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows an interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
- BA or BS degree from a four-year institution preferred
- Candidate must be an accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience preferred
- Candidate must possess a history of personal and professional success
- Prior financial services experience not needed -- extensive training platform provided
Total Rewards (Benefits)
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors comprehensive compensation and benefits:
- Uncapped Income Potential
- Compensation in the form of commissions, residual income, incentive programs, training stipends, and bonuses
- Flexibility of your schedule – you determine your own calendar
- Sponsorship of Licensing/Credentialing: Life, Accident & Health, SIE, Series 7, Series 63)
- Financial support provided for continued education and development (e.g. CFP, RICP, CLU, ChFC)
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
- Leadership Opportunities
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 169 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 109 (2026)
- Best Places to Work (Glassdoor, 2026)
- Financial Advisor Magazine: Ranked 6th largest independent broker dealer (2026)
- Forbes: Earning top-five spot in InvestmentNews ranking (2026)
- Forbes: Over 100 advisors honored as "Best-In-State" by Forbes (2026)
- Training Magazine: MVP Award for developing and empowering over 22,000 advisors, leaders, interns, and teams (2026)
- FORTUNE: Recognized as one of the "World's Most Admired Companies" (2026)
Job Type: Full-time
Pay: $70,000.00 - $152,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- Are you willing to undergo a background check as part of our onboarding process?
Education:
- Bachelor's (Preferred)
Experience:
- Professional work: 3 years (Preferred)
- Sales or Business Development: 1 year (Preferred)
Ability to Commute:
- Akron, OH 44333 (Required)
Work Location: In person
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started?
A successful advisor has typically reached a ceiling and is looking for a career change where they can translate their talents. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows an interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
- BA or BS degree from a four-year institution preferred
- Candidate must be an accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience preferred
- Candidate must possess a history of personal and professional success
- Prior financial services experience not needed -- extensive training platform provided
Total Rewards (Benefits)
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors comprehensive compensation and benefits:
- Uncapped Income Potential
- Compensation in the form of commissions, residual income, incentive programs, training stipends, and bonuses
- Flexibility of your schedule – you determine your own calendar
- Sponsorship of Licensing/Credentialing: Life, Accident & Health, SIE, Series 7, Series 63)
- Financial support provided for continued education and development (e.g. CFP, RICP, CLU, ChFC)
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
- Leadership Opportunities
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 169 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 109 (2026)
- Best Places to Work (Glassdoor, 2026)
- Financial Advisor Magazine: Ranked 6th largest independent broker dealer (2026)
- Forbes: Earning top-five spot in InvestmentNews ranking (2026)
- Forbes: Over 100 advisors honored as "Best-In-State" by Forbes (2026)
- Training Magazine: MVP Award for developing and empowering over 22,000 advisors, leaders, interns, and teams (2026)
- FORTUNE: Recognized as one of the "World's Most Admired Companies" (2026)
Job Type: Full-time
Pay: $70,000.00 - $152,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- Are you willing to undergo a background check as part of our onboarding process?
Education:
- Bachelor's (Preferred)
Experience:
- Professional work: 3 years (Preferred)
- Sales or Business Development: 1 year (Preferred)
Ability to Commute:
- Akron, OH 44333 (Required)
Work Location: In person
See All 60 Wealth Advisor Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Wealth Advisor Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- Wealthbridge Financial15
- PNC Financial Services10
- JPMorganChase7
- The Croghan Colonial Bank5T
- Sequoia Financial3
Top Industries Hiring
- Banking & Financial Services
- Staffing & Recruiting
- Investment & Asset Management
What Ohio Employers Look For
The qualifications that appear most often in wealth advisor jobs across Ohio.
- Active FINRA Series 65 or Series 66 license recognized in Ohio required
- Bachelor's degree in finance, economics, accounting, or a related field
- CFP designation preferred or actively pursuing certification
- Minimum two to five years of client-facing financial advisory experience
- Demonstrated ability to build and manage a book of business
- Proficiency with CRM platforms and financial planning software such as eMoney or MoneyGuidePro
Wealth Advisor Jobs in Ohio: Frequently Asked Questions
How do you become a wealth advisor in Ohio?
Most wealth advisor roles in Ohio require passing the FINRA Series 65 exam to register as an Investment Adviser Representative, or both the Series 7 and Series 66 if you work at a broker-dealer. Ohio-based advisors register through FINRA and must comply with the Ohio Division of Securities. A bachelor's degree in finance or a related field is the standard educational baseline, and earning the CFP designation significantly strengthens your candidacy at most firms.
How much do wealth advisors make in Ohio?
Wealth advisors 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 wealth advisors in Ohio?
Employers hiring wealth advisors in Ohio right now include Wealthbridge Financial, PNC Financial Services, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Ohio's mix of major regional banks, insurance-affiliated advisory arms, and independent registered investment advisers creates consistent openings across a range of firm sizes and client segments.
Which Ohio cities have the most wealth advisor jobs?
Cincinnati, Columbus, and Akron account for the most wealth advisor openings in Ohio. Columbus drives volume through its large corporate headquarters base and a growing independent advisory sector, Cleveland's legacy in banking and institutional finance sustains strong demand, and Cincinnati's concentration of insurance and regional bank wealth divisions adds significant openings in the southwestern corner of the state.
Are there remote wealth advisor jobs in Ohio?
Yes, but they're less common than in purely analytical roles, since client relationship work is central to most wealth advisor positions. About 68% of wealth advisor openings tied to Ohio are remote or hybrid as of November 2026, which reflects the role's in-person client service demands. Hybrid arrangements are most frequent for planning and portfolio analysis work, while new business development and ongoing relationship management typically remain on-site or in-person.
How can I get hired as a wealth advisor in Ohio with little or no experience?
The most realistic entry path is a financial advisor associate or client associate program at one of Ohio's larger regional banks or broker-dealer branches. KeyBank and Fifth Third Bank both run structured new-advisor development tracks that pair associates with senior advisors while they study for their Series 65 or Series 66. Candidates coming from roles such as bank teller, financial analyst, or insurance agent have a natural transition advantage. Earning the Series 65 before applying demonstrates commitment and clears a common early hiring hurdle.
Where can I find and apply to wealth advisor jobs in Ohio?
You can find and apply to wealth advisor jobs in Ohio on Migrate Mate, which lists current Ohio openings across firms of all sizes. Find roles that fit your experience and location, then apply directly to each employer through the listing.
See All 60 Wealth Advisor Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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