UNKNOWN

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WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. This role provides critical day-to-day support for advisor teams by assisting with accurate trade execution, operational tasks, and ongoing process improvement.

YEAR

Wealth Enhancement Group Acquisition

Trading Associate

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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.

HOUR

Baird

Client Assistant

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering comprehensive financial plans for individuals and families. A staff bonus program providing $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved.

Jambalaya Group

Paraplanner

Workable

Our Fractional Sales Executive will serve as a trusted private aviation advisor: understanding each client's travel needs, evaluating the right aviation solution, clearly communicating ownership economics, and guiding prospective owners from the initial conversation through closing and beyond. You will: Develop and manage relationships with qualified private aviation prospects, including business owners, executives, aircraft owners, charter customers, fractional and jet card users, family offices, and other high-net-worth individuals.

Allora

Aviation Sales Executive- Fractional Sales

Lead and manage client service teams and engagements focused on high net worth individuals and related entities, including: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks. Additionally, this role plays a key leadership function within the firm, contributing to business development, mentoring team members, and supporting the growth of the firm’s HNW practice, maintaining a strong focus on client relationships and overall engagement performance.

Dean Dorton

Tax Associate Director - High Net Worth Individuals

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.

Bartlett Wealth Management

Client Relationship Associate

The Relationship Manager II is responsible for developing, managing, and growing a portfolio of business members by delivering comprehensive commercial lending, deposit, and treasury management solutions for large and complex business and lending relationships. The Commercial Relationship Manager also plays a key role in business development through active community engagement, building strong Centers of Influence (COI) networks, and referring opportunities across the credit union.

KEMBA Financial Credit Union

Relationship Manager III

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Qualified candidates will possess an advanced degree of proficiency, typically developed through 10 or more years of relevant work or practical experience, in: Fiduciary Leadership: Applying fiduciary principles and sound judgment to complex trust administration, account acceptance, discretionary decisions and escalated client matters. Bachelor’s degree or equivalent combination of education and relevant professional experience.10 or more years of progressively responsible experience in trust, fiduciary services, wealth management, financial services, law, risk, or a closely related field, including significant experience with fiduciary administration and decision-making.

Fifth Third Bank

National Fiduciary Leader

Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is responsible for managing client service requests, supporting account administration, maintaining accurate records, and ensuring a seamless client experience throughout the relationship lifecycle.

Career Connections, Inc

Client Services Associate

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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

AVP, Trust Officer

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OTHER

A premier law firm known for its sophisticated wealth management practice has partnered with our legal recruiting firm to find a skilled Trusts & Estates Planning Attorney to join their team in Cleveland, Ohio . Advise clients on wealth preservation, federal and Ohio state estate/gift tax minimization, generation-skipping transfer (GST) tax strategies, and income tax planning.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
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Our team, with collective experience of over 250 years, is passionate about wh

Gpac

Trust & Estate Planning Attorney

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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.

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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WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement Group LLC

Client Service Associate

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Maumee, OH)

Director, Financial Planning (Columbus, OH)

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Regional Vice President, Community (Columbus, OH)

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Staff bonus program: $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved. A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process.

Wealth Management Advisor Jobs in Ohio

Trading Associate Wealth Enhancement Group Acquisition

Client Assistant Baird

Senior Estate Planning Strategist Osaic

Paraplanner Jambalaya Group

Aviation Sales Executive- Fractional Sales Allora

Tax Associate Director - High Net Worth Individuals Dean Dorton

Client Relationship Associate Bartlett Wealth Management

Relationship Manager III KEMBA Financial Credit Union

National Fiduciary Leader Fifth Third Bank

Client Services Associate Career Connections, Inc

AVP, Trust Officer LPL Financial

Trust & Estate Planning Attorney Gpac

Client Services Specialist Cetera Financial Group Inc

Client Service Associate Wealth Enhancement Group LLC

Client Service Associate Wealth Enhancement Group Acquisition

Director, Financial Planning (Maumee, OH) Edelman Financial Engines

Director, Financial Planning (Columbus, OH) Edelman Financial Engines

Regional Vice President, Community (Columbus, OH) Mercer Advisors

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Financial Planning Analyst Jambalaya Group

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