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Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

YEAR

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Client Services Specialist

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OTHER

The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for high-net-worth and ultra-high net worth clients and families. This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, and wealth stewardship along with the ability to navigate complex family, business, philanthropic, and liquidity planning needs.

Allworth Financial

Senior Wealth Planner

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As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Cerity Partners LLC

Tax Principal

FULL_TIME

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

HOUR

NFP Corp

2027 Wealth Management Intern - Beachwood, OH

[AW]-iCims

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Aon Plc

2027 Wealth Management Intern Beachwood, OH

Additionally, they will explain strategy rationale and risk and reward in plain language to advisors and clients, maintain accurate position records and supporting models, and cross-train with the team to provide depth and continuity across the organization. This person’s equity trading role includes being part of Allworth's in-house equity team and will have discretion and decision-making authority related to trading and rebalancing modeled client portfolios.

Options Specialist and Equity Trader

Works independently as primary point of contact and support on assigned custody account relationships (more complex and/or higher risk) which include monitoring, reviewing and balancing account activities involving Global and Domestic cash flows,foreign exchanges, income repatriation, physical security handling, overdraft and failed trade resolution and account maintenance to internal system records. GENERAL FUNCTION: In an area of high dollar volume, client sophistication and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher risk - under general supervision).

Fifth Third Bank

Institutional Account Administrator II

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While we may not currently have an opening that aligns with your background, we are always interested in connecting with talented individuals who are passionate about investments and working with clients, and interested in becoming trusted advisors. We partner with a client base consisting primarily of institutional, non-profit organizations to manage investment programs designed to make an impact today and for generations to come.

Fund Evaluation Group LLC

TALENT COMMUNITY: Advisory

Bartlett Wealth Management is seeking a Director, Client Attraction to lead the firm's growth strategy across all geographies/markets, translating firm priorities into coordinated execution across marketing, business development, referrals, external professional partnerships, events, vendors, and digital channels. This role strengthens market presence, builds disciplined growth processes, and supports sustainable growth in new client relationships and assets under management.

Bartlett Wealth Management

Director, Client Attraction (Wealth Management)

Workable

This person’s equity trading role includes being part of Allworth's in-house equity team and will have discretion and decision-making authority related to trading and rebalancing modeled client portfolios. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner.

Equity Trader and Research Analyst

Key roles and responsibilities include: (i) partnering with WCIB Business Units (BUs) and other Risk, Compliance, and Audit Professionals to help create, implement, maintain, review, and oversee an effective risk management framework, (ii) completing projects and/or activities that confirm compliance with fiduciary/trust requirements and applicable federal, state and local laws and regulations, (iii) identifying control and process weaknesses through testing activities, (iv) partnering with BUs and Risk Management groups to recommend and influence solutions to mitigate compliance risks, and (v) effectively communicating testing results to the Manager, including well written draft reports, and for responding to and/or escalating significant risks as appropriate. Experience supporting or overseeing fiduciary and investment-related businesses, including Personal Trust, Institutional Trust, Corporate Trust, Asset Management, Registered Investment Adviser (RIA), or Fund Services activities.

US Bank

Compliance Quality Assurance Lead Testing Analyst - Fiduciary Oversight and Testing

IRecruitee

Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. The TPA Sales Consultant is responsible for developing new business opportunities and deepening distribution relationships that support the growth of Strongpoint Partners retirement plan services in the Cleveland and greater Ohio market.

Strongpoint Partners

Regional Sales Director, (CRS)

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Provide training to new employees, administer annual risk and compliance training, maintain training records, and report any violations. Support the internal office exam program by preparing materials, reviewing documents, and traveling to office locations as needed.

District Partners

Compliance Specialist

Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Banker

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Onboarding Specialist II

The Client Development Intern will gain exposure to a wide variety of activities including sales strategy, event planning, digital marketing, podcast production, and database optimization. Experience using AI tools (e.g., Microsoft Copilot, ChatGPT, or similar technologies) to streamline workflows, conduct research, draft communications, analyze data, and support business operations.

Intern, Client Development (Spring 2027)

Investor Relations & Stakeholder Coordination: Support communications with investors, investment managers, and other stakeholders by gathering manager documentation, researching routine investment-related inquiries, assisting with client audit requests, and coordinating follow-up across parties. Vendor Management & Fund Administration Support: Work with third-party service providers and vendors involved in the administration of FEG funds, track requests and deliverables, and escalate service or process issues to appropriate team members.

Fund Operations Analyst

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.

JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Market Director of Wealth - Ohio (Toledo Area)

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In addition to the preparation of fiduciary income tax returns (Forms 1041, 1099, and 5227), the individual prepares other complex ancillary client returns including charitable entity returns (Forms 990 & 990PF), individual returns(Forms1040,1099R,5498),partnership returns (Forms 1065 and 1120S), and gift and estate tax returns (Forms 709, 706 GS(T), and 706 GS(D)). The Wealth & Asset Management Senior Trust Tax Accountant II serves as a tax subject matter expert for Trust Officers and Trust Specialists, as well as Wealth Management Advisors to meet the information needs required to provide an excellent customer experience and to reduce risk and sustain the growth of the line of business.

Investment Advisor Jobs in Ohio

Client Services Specialist Cetera Financial Group Inc

Senior Wealth Planner Allworth Financial

Tax Principal Cerity Partners LLC

2027 Wealth Management Intern - Beachwood, OH NFP Corp

2027 Wealth Management Intern - Beachwood, OH Aon Plc

2027 Wealth Management Intern Beachwood, OH NFP Corp

Options Specialist and Equity Trader Allworth Financial

Institutional Account Administrator II Fifth Third Bank

TALENT COMMUNITY: Advisory Fund Evaluation Group LLC

Director, Client Attraction (Wealth Management) Bartlett Wealth Management

Equity Trader and Research Analyst Allworth Financial

Compliance Quality Assurance Lead Testing Analyst - Fiduciary Oversight and Testing US Bank

Regional Sales Director, (CRS) Strongpoint Partners

Compliance Specialist District Partners

Senior Banker The Charles Schwab Corp

Onboarding Specialist II Corient

Intern, Client Development (Spring 2027) Fund Evaluation Group LLC

Fund Operations Analyst Fund Evaluation Group LLC

J.P. Morgan Wealth Management - Market Director of Wealth - Ohio (Toledo Area) JPMorgan Chase Bank, N.A.

Sr. Trust Tax Accountant II Fifth Third Bank

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