Wealth Management Advisor Jobs in Ohio
Wealth Management Advisor jobs in Ohio draw consistent demand across private banking, independent advisory firms, and the insurance-affiliated wealth channels that anchor cities like Columbus, Cleveland, and Cincinnati. Major employers with lasting Ohio footprints include Huntington National Bank, Fifth Third Bank, and Edward Jones, which maintains a strong regional presence throughout the state. The most sought-after specialties are retirement planning, high-net-worth portfolio management, and estate planning advisory. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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
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.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 53 Wealth Management Advisor Jobs in Ohio
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Find JobsWealth Management Advisor Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- Wealthbridge Financial15

- JPMorganChase9

- PNC Financial Services9

- Sequoia Financial3

- U.S. Bank2

Top Industries Hiring
- Banking & Financial Services
- Staffing & Recruiting
- Investment & Asset Management
What Ohio Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Ohio.
- Active FINRA Series 65 or Series 66 registration recognized in Ohio required
- Bachelor's degree in finance, economics, business, or a related field preferred
- CFP designation or active progress toward certification strongly preferred by most employers
- Minimum two to five years of client-facing financial advisory or relationship management experience
- Proven ability to build and maintain a book of business with measurable client retention
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Wealth Management Advisor Jobs in Ohio: Frequently Asked Questions
How do you become a wealth management advisor in Ohio?
Most Ohio wealth management advisor roles require passing the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 combined with the Series 66 if you work through a broker-dealer. Ohio does not issue a separate state advisor license beyond these FINRA registrations, which are administered through FINRA and recognized by the Ohio Division of Securities. A bachelor's degree in finance or a related field and a CFP credential significantly strengthen your candidacy.
How much do wealth management advisors make in Ohio?
Wealth management 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 management advisors in Ohio?
Employers hiring wealth management advisors in Ohio right now include Wealthbridge Financial, JPMorganChase, and PNC Financial Services, based on current listings on Migrate Mate as of October 2026. Ohio's concentration of regional bank headquarters and independent registered investment advisory firms means openings appear across both large institutions and boutique practices serving high-net-worth clients.
Which Ohio cities have the most wealth management advisor jobs?
Cincinnati, Columbus, and Westlake account for the highest concentration of wealth management advisor openings in Ohio. Columbus draws volume from its status as the state capital and home to major financial services headquarters, Cleveland's legacy as a corporate and banking hub sustains strong private wealth demand, and Cincinnati's affluent suburban corridor and concentration of regional advisory firms supports consistent hiring outside the largest downtown markets.
Are there remote wealth management advisor jobs in Ohio?
Yes, but they're less common than in purely analytical roles because client relationship management typically favors in-person meetings. About 65% of wealth management advisor openings tied to Ohio are remote or hybrid as of October 2026, with remote arrangements more common at the financial planning and portfolio review stages than in initial client acquisition or onboarding work.
How can I get hired as a wealth management advisor in Ohio with little or no experience?
The most realistic entry path is applying to financial advisor associate or client associate programs at Ohio's regional banks, such as Huntington or Fifth Third, which routinely hire candidates without a full book of business and provide structured training. Lateral moves from roles like bank personal banker, financial analyst, or insurance agent are common starting points. Earning your Series 65 registration before applying and beginning CFP coursework immediately signals commitment and gives you a concrete edge over candidates who have not yet started.
Where can I find and apply to wealth management advisor jobs in Ohio?
You can find and apply to wealth management advisor jobs in Ohio on Migrate Mate, which lists current openings across the state. Search the available roles, identify the ones that match your experience and location, and apply directly to each position that fits.
See All 53 Wealth Management Advisor Jobs in Ohio
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