Personal Financial Advisor Jobs in Ohio

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-15 of 25 Jobs

Wealth Management Advisor

  • Cleveland, OH
  • moments ago
  • Cleveland, OH
  • moments ago

Wealth Management Advisor LOCATION -- Cleveland, Ohio 44114 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity...

Financial Coach (Full Time 40 Hours) - Reynoldsburg

  • Reynoldsburg, OH
  • 3 hours ago
  • Reynoldsburg, OH
  • 3 hours ago

The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building...

Wealth Advisor I

  • OH
  • 21 hours ago
  • OH
  • 21 hours ago

Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans....

Private Bank Wealth Advisor III

  • Columbus, OH
  • 5 days ago
  • Columbus, OH
  • 5 days ago

Basic Qualifications: Bachelor's Degree At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...

Remote Work

Wealth Advisor, Schwab Wealth Advisory

  • Westlake, OH
  • 10 days ago
  • Westlake, OH
  • 10 days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Financial Coach - Ebeid Promise - Full Time - Days

  • Toledo, OH
  • 12 days ago
  • Toledo, OH
  • 12 days ago

Financial Coach - Ebeid Promise - Full Time - Days Requisition Number: 91462 ProMedica System Toledo, Ohio Description POSITION SUMMARY Financial Opportunity Centers (FOCs) are community-based...

Wealth Management Advisor

  • Dublin, OH
  • 13 days ago
  • Dublin, OH
  • 13 days ago

Category Business Development Description Meeder Wealth Management is a Dublin, Ohio-based wealth management firm that provides investment advisory, financial planning, and retirement plan services...

Financial Coach - Ebeid Promise - Full Time - Days

  • Toledo, OH
  • 14 days ago
  • Toledo, OH
  • 14 days ago

POSITION SUMMARY Financial Opportunity Centers (FOCs) are community-based centers that focus on the financial bottom line for low-to-moderate income individuals. This means changing people's...

Financial Coach I - Full Time (40 Hours)

  • Vandalia, OH
  • 15 days ago
  • Vandalia, OH
  • 15 days ago

The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building...

Wealth Advisor III

  • Cincinnati, OH
  • 16 days ago
  • Cincinnati, OH
  • 16 days ago

Communicates updates to FFB portfolio strategies to clients and prospects* Utilization of financial planning to drive client retention and acquisition* Serves on the FFB Investment Committee as client...

Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio

  • Maumee, OH
  • 17 days ago
  • Maumee, OH
  • 17 days ago

Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...

Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio

  • Waterville, OH
  • 17 days ago
  • Waterville, OH
  • 17 days ago

Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...

Work Study, Peer Financial Coach (Financial Aid Administration)

  • Highland Hills, OH
  • 23 days ago
  • Highland Hills, OH
  • 23 days ago

Work Study, Peer Financial Coach (Financial Aid Administration) Department: Financial Aid Admin Location: Eastern Campus Reports To: Campus Director, Financial Aid Recruitment Type: Internal...

Work Study, Peer Financial Coach (Financial Aid Administration)

  • Westlake, OH
  • 23 days ago
  • Westlake, OH
  • 23 days ago

Work Study, Peer Financial Coach (Financial Aid Administration) Westlake, OH, United States | req5857 Posted: 2/17/2025 Work Study, Peer Financial Coach (Financial Aid Administration) Department:...

Wealth Management Advisor

  • Cleveland, OH
  • 23 days ago
  • Cleveland, OH
  • 23 days ago

Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services....

Demographic Data for Ohio

Moving to Ohio? Find some basic demographic data about Ohio below.


Local
National
11,799,441
250,936

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Ohio

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Ohio offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Ohio
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills



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