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.
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Showing 5 of 60+ Wealth Management Associate 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 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
- JPMorganChase18
- PNC Financial Services16
- U.S. Bank5
- Goldman Sachs2
- 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 JPMorganChase, PNC Financial Services, and U.S. Bank, based on current listings on Migrate Mate as of November 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 Cleveland 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 15% of wealth management associate openings tied to Ohio are remote or hybrid as of November 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 60 Wealth Management Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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