What is the average Financial Advisor salary for Portsmouth, OH?
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As of November 01, 2024, the average Financial Advisor salary in Portsmouth, OH is $100,555. The chart below represents localized salaries for some of our most popular Financial Advisor job titles in Portsmouth, OH. Salaries can vary greatly depending on numerous factors, including position, location, years of experience, and level of education. Salary.com’s team of Certified Compensation Professionals analyzed survey data collected from thousands of HR departments at companies of all sizes and industries to compile a range of salaries for various Financial Advisor job titles in Portsmouth, OH. Apply your personal criteria to one of the job titles below to get your personalized salary estimate.
Financial Advisor Salaries in Portsmouth, OH
| Job Title | Salary | Hourly Rate | Location | Date Updated |
| Financial Advisor I | $53,143 | $25.55 | Portsmouth, OH | November 01, 2024 |
| Financial Advisor II | $66,591 | $32.01 | Portsmouth, OH | November 01, 2024 |
| Financial Advisor IV | $102,336 | $49.20 | Portsmouth, OH | November 01, 2024 |
| Financial Advisor III | $82,634 | $39.73 | Portsmouth, OH | November 01, 2024 |
| Financial Systems Analyst III | $92,284 | $44.37 | Portsmouth, OH | November 01, 2024 |
| Financial Systems Analyst II | $72,329 | $34.77 | Portsmouth, OH | November 01, 2024 |
| Financial Systems Analyst IV | $114,623 | $55.11 | Portsmouth, OH | November 01, 2024 |
| Financial Planning Analyst II | $73,426 | $35.30 | Portsmouth, OH | November 01, 2024 |
| Financial Planning Analyst V | $141,632 | $68.09 | Portsmouth, OH | November 01, 2024 |
| Financial Planning Analyst III | $91,536 | $44.01 | Portsmouth, OH | November 01, 2024 |
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. Financial Advisor I Salaries in Portsmouth, OHAlternate Job Titles:Wealth Management Advisor I, Financial Advisor I
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. Financial Advisor II Salaries in Portsmouth, OHAlternate Job Titles:Wealth Management Advisor II, Financial Advisor II
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Typically requires 7+ years of related experience. Financial Advisor IV Salaries in Portsmouth, OHAlternate Job Titles:Wealth Management Advisor IV, Financial Advisor IV
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience. Financial Advisor III Salaries in Portsmouth, OHAlternate Job Titles:Wealth Management Advisor III, Financial Advisor III
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Implements, maintains, and updates the systems that store and process financial data. Modifies system menus, edits spreadsheets and reports, and troubleshoots system problems. Imports files to and exports files from financial databases. Generates reports and conducts analyses on financial systems data. Collaborates with internal teams to determine primary needs and goals and creates solutions to meet those objectives. Trains staff on the use of financial systems and acts as a liaison to the information technology department. Typically requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4-7 years of related experience. Financial Systems Analyst III Salaries in Portsmouth, OHAlternate Job Titles:Financial and Accounting Systems Analyst III, Financial Business Systems Analyst III, Financial Systems Analyst IIICategories : Financial Services , Consulting Services , IT - All , Accounting , Banking , IT - Computers, Software
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Implements, maintains, and updates the systems that store and process financial data. Modifies system menus, edits spreadsheets and reports, and troubleshoots system problems. Imports files to and exports files from financial databases. Generates reports and conducts analyses on financial systems data. Collaborates with internal teams to determine primary needs and goals and creates solutions to meet those objectives. Trains staff on the use of financial systems and acts as a liaison to the information technology department. Typically requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. Financial Systems Analyst II Salaries in Portsmouth, OHAlternate Job Titles:Financial and Accounting Systems Analyst II, Financial Business Systems Analyst II, Financial Systems Analyst IICategories : Financial Services , Accounting , Banking , Consulting Services , IT - All , IT - Computers, Software
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Implements, maintains, and updates the systems that store and process financial data. Modifies system menus, edits spreadsheets and reports, and troubleshoots system problems. Imports files to and exports files from financial databases. Generates reports and conducts analyses on financial systems data. Collaborates with internal teams to determine primary needs and goals and creates solutions to meet those objectives. Trains staff on the use of financial systems and acts as a liaison to the information technology department. Typically requires a bachelor's degree. Typically reports to a manager. Work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Typically requires 7+ years of related experience. Financial Systems Analyst IV Salaries in Portsmouth, OHAlternate Job Titles:Financial and Accounting Systems Analyst IV, Financial Business Systems Analyst IV, Financial Systems Analyst IVCategories : Financial Services , Accounting , Banking , Consulting Services , IT - All , IT - Computers, Software
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Performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. Financial Planning Analyst II Salaries in Portsmouth, OHAlternate Job Titles:Financial Analyst II, FP & A Analyst II, Intermediate Financial Analyst, Financial Planning Analyst II
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Performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. Works autonomously. Goals are generally communicated in "solution" or project goal terms. May provide a leadership role for the work group through knowledge in the area of specialization. Works on advanced, complex technical projects or business issues requiring state of the art technical or industry knowledge. Typically requires 10+ years of related experience. Financial Planning Analyst V Salaries in Portsmouth, OHAlternate Job Titles:Expert Financial Analyst, Financial Analyst V, FP & A Analyst V, Financial Planning Analyst V
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Performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4-7 years of related experience. Financial Planning Analyst III Salaries in Portsmouth, OHAlternate Job Titles:Financial Analyst III, FP & A Analyst III, Senior Level Financial Analyst, Financial Planning Analyst III