Details
 

05/07/2025

Client Advisor

The Joseph Group

Role Description

Title:  Client Advisor

Reports to: Team Lead

Benefits:  Yes

Status:  Full Time

Date:  April 2025

Role Summary

The Client Advisor takes responsibility for all aspects of the client relationship and implements The Joseph Group’s (TJG) full-service financial planning model. A successful candidate will:

• Live and exemplify TJG’s Core Values of Integrity, Teamwork, Humility, Excellence and Enthusiasm
• Have a true passion for helping clients live great lives
• Be a self-starter and be skilled at dealing with multiple clients, prospects and priorities
• Have a minimum of three to five years of experience as a client facing Advisor

Duties and Responsibilities Include, but are not limited to:

Client Advisor

• Execute TJG’s full-service financial planning model (TJG Way) for clients:
  • Purpose
    • Assess client goals and encourage clients in their purpose
    • Utilize TJG’s tools to illustrate how a client’s wealth aligns with their purpose (e.g. TJG Storyboards)
    • Celebrate client stories
  • Plan
    • Help clients with specific planning topics/projects such as Net Worth development, cash flow evaluation, retirement projections, mortgage refinancing, Social Security or pension optimization, Roth conversions, college education, insurance, and estate planning…
    • Utilize e-Money
    • Coordinate with and involve other outside advisors (attorneys, accountants, insurance agents, etc.)
  • Portfolios
    • Articulate TJG investment strategies to Clients and actively contribute to ongoing investment dialogue
    • Utilize TJG investment communication tools
    • Review outside accounts and provide recommendations
  • Live our Commitment to Simplify, Clarify, Encourage

Business Development

• Do the activities necessary to drive individual new business to the table at TJG
  • Use client referrals, centers of influence, personal network, and networking events
• Engage in team business development initiatives and Rocks
• Participate in Joseph Group Business Development Team activity and follow-up
  • Actively participate with Advisor Team to achieve TJG’s new business development goal
  • Attend Events: Wealth Summits, Portfolios @ Panera, Portfolios and Pints, Mixers
  • Create/participate in Joseph Group seminars/presentations

Team Member

• Create Leverage
  • Delegate tasks to Associate Client Advisor to create leverage for Advisor and Team
  • Assist the Team Lead with Team initiatives to create leverage for the Team Lead
• Develop and mentor Associate Client Advisor
• Utilize CRM system effectively for good team communication
• Assist other Team members when needed
  • Help Team Lead, other Advisors, and/or Associate Client Advisor
  • Spearhead internal company projects
  • Step into referral and new business opportunities

Qualifications

This position typically requires the following qualifications:

• Ability to assist Team Lead and/or other Advisors when needed
• Work experience that demonstrates knowledge of financial industry and planning concepts
• Excellent communication, listening, and relationship building skills
• Strong project management skills – organized, detail-oriented, and able to multitask and prioritize
• A passion for caring for clients
• CFP® designation or current pursuit of the CFP® designation is a plus
• A Team player in TJG’s “Best Places to Work” culture
• Desire/ability to work successfully in a small company environment
• Proactive, self-motivated personality
• Proficiency in Financial Planning Software, Office Suite and beyond

Salary and Benefits

   Pay/benefits are competitive based on industry standards.

• Salary will be based on experience
• Bonus Eligible plus Incentive Compensation Plan
• Benefits include health insurance, 401(k), disability insurance…
• Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

Contact

Send resume and cover letter to:

Scott Mizer, Partner and President

The Joseph Group Capital Management

605 South Front Street – Suite 100      

Columbus, OH 43215

Scott.Mizer@josephgroup.com                 

www.josephgroup.com

The Joseph Group is an Equal Opportunity Employer

Printer-Friendly Version