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 22 Jobs

Wealth Management Advisor

  • Bowling Green, OH
  • 1 day ago
  • Bowling Green, OH
  • 1 day ago

Wealth Management Advisor Full Time Bowling Green, OH, US +6 More Locations 30+ days ago Requisition ID: 1124 In-person opportunities available across State Bank footprint....

Retirement Specialist

  • Columbus, OH
  • 1 day ago
  • Columbus, OH
  • 1 day ago

services companies employ talented, compassionate people throughout the organization, truly making German American special....

Wealth Advisor

  • Columbus, OH
  • 1 day ago
  • Columbus, OH
  • 1 day ago

What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...

Associate Wealth Advisor - Schwab Wealth Advisory

  • Westlake, OH
  • 2 days ago
  • Westlake, OH
  • 2 days ago

You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...

Work Study, Peer Financial Coach

  • Cleveland, OH
  • 3 days ago
  • Cleveland, OH
  • 3 days ago

Work Study, Peer Financial Coach Department: Financial Aid Admin Location: Metropolitan Campus Reports To: Campus Director, Fin Aid & Schlrshps Recruitment Type: Internal Requisition ID: req6262...

Wealth Advisor - Kemba Credit Union

  • Cincinnati, OH
  • 3 days ago
  • Cincinnati, OH
  • 3 days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

Sr. Manager, Wealth Advisor Schwab Wealth Advisory

  • Westlake, OH
  • 11 days ago
  • Westlake, OH
  • 11 days ago

plans and portfolios for clients....

Wealth Advisor - Managing Director in Cincinnati,OH,US

  • Cincinnati, OH
  • 11 days ago
  • Cincinnati, OH
  • 11 days ago

Proven track record in using financial planning to build and manage client relationships....

Wealth Advisor III

  • Cincinnati, OH
  • 13 days ago
  • Cincinnati, OH
  • 13 days ago

planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Extensive experience with financial...

Wealth Advisor - PNC Investments

  • Toledo, OH
  • 15 days ago
  • Toledo, OH
  • 15 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Associate Wealth Advisor

  • Chester, OH
  • 18 days ago
  • Chester, OH
  • 18 days ago

that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...

Associate Wealth Advisor

  • Columbus, OH
  • 21 days ago
  • Columbus, OH
  • 21 days ago

Competencies Advanced knowledge of financial planning concepts and processes Strong understanding of investment offering, investment analysis, and building client portfolios Developing others Relationship...

Wealth Advisor II

  • Middletown, OH
  • 23 days ago
  • Middletown, OH
  • 23 days ago

and financial planning options to clients* Experience in banking or financial services is preferred* Bachelor's degree in Business or other related field of study* CFA/CFP is preferred* Demonstrated...

Wealth Advisor

  • Whitehall, OH
  • 24 days ago
  • Whitehall, OH
  • 24 days ago

What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...

Retirement Specialist

  • Whitehall, OH
  • 24 days ago
  • Whitehall, OH
  • 24 days ago

services companies employ talented, compassionate people throughout the organization, truly making German American special....

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...
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...
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...

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



Personal Financial Advisor Related Career Advice Articles

close up of a financial chart with finance professionals meeting in the background
5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.

Read article »
team of finance professionals reviewing documents
Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.

Read article »
Certified Financial Advisor discussing investment opportunities with clients
Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.

Read article »