Wealth Management Associate Jobs in Ohio
Wealth Management Associate jobs in Ohio are consistently active, with demand concentrated in financial services, banking, and independent advisory firms at levels from entry-level analyst through senior associate. Columbus, Cleveland, and Cincinnati anchor most of the hiring, where established institutions like Huntington National Bank, Fifth Third Bank, and KeyBank maintain large wealth management divisions. The most in-demand specialties include portfolio analysis, client relationship management, and retirement and estate planning support. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 55+ Wealth Management Associate jobs











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 the firm's 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 the firm's 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 55 Wealth Management Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Wealth Management Associate Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- PNC Financial Services18

- JPMorganChase15

- U.S. Bank7

- KeyBank3

- Bank of America2

Top Industries Hiring
- Banking & Financial Services
What Ohio Employers Look For
The qualifications that appear most often in wealth management associate jobs across Ohio.
- Active FINRA Series 7 and Series 66 licenses or willingness to obtain within hire date
- Bachelor's degree in finance, economics, accounting, or a related business field
- One to three years of experience in financial services, banking, or investment advisory
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong client communication skills and a demonstrated ability to explain complex financial concepts
- CFP candidacy or progress toward the Certified Financial Planner designation preferred by many Ohio firms
Wealth Management Associate Jobs in Ohio: Frequently Asked Questions
How do you become a wealth management associate in Ohio?
Most Ohio employers require a bachelor's degree in finance, economics, or a related field, followed by FINRA licensing. The standard path involves passing the Series 7 exam through FINRA and the Series 66 exam, which registers you as an investment adviser representative in Ohio under the Division of Securities. Many candidates start in a bank or brokerage support role while completing licensing requirements, then advance into a formal wealth management associate position once licensed.
How much do wealth management associates make in Ohio?
Wealth management associates 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 associates in Ohio?
Employers hiring wealth management associates in Ohio right now include PNC Financial Services, JPMorganChase, and U.S. Bank, based on current listings on Migrate Mate as of September 2026. Ohio's dense concentration of regional bank headquarters and independent registered investment advisers means hiring is spread across large institutions and boutique firms alike.
Which Ohio cities have the most wealth management associate jobs?
Columbus, Cincinnati, and Brooklyn account for the most wealth management associate openings in Ohio. Columbus drives volume as the state capital and home to major bank corporate offices, Cleveland draws from its long-established investment and private banking community, and Cincinnati benefits from its concentration of large regional financial institutions and affluent suburban client bases that support advisory practices.
Are there remote wealth management associate jobs in Ohio?
Yes, but they're less common than in purely analytical roles because client-facing relationship work is core to most positions. About 25% of wealth management associate openings tied to Ohio are remote or hybrid as of September 2026, reflecting that some firms offer flexibility for back-office research and planning tasks. Roles focused on financial plan preparation and portfolio analysis tend to be the most remote-eligible within this field.
How can I get hired as a wealth management associate in Ohio with little or no experience?
The most realistic entry path is a client service associate or financial analyst trainee role at one of Ohio's large regional banks, such as Huntington, Fifth Third, or KeyBank, which run structured development programs for new graduates. Completing or pursuing FINRA Series 7 licensing before applying gives candidates a clear edge. Lateral moves from roles like bank teller, personal banker, or brokerage operations specialist are common starting points that Ohio hiring managers recognize as relevant preparation for an associate position.
Where can I find and apply to wealth management associate jobs in Ohio?
You can find and apply to wealth management associate jobs in Ohio on Migrate Mate, which lists current Ohio openings. Find roles that fit your experience and location, then apply directly to the employer through each listing.
See All 55 Wealth Management Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Jobs