Wealth Advisory Associate

The Joseph Group

Role Description

Title: Wealth Advisory Associate

Reports to: Team Lead

Benefits: Yes

Status: Full Time

Date: May 2022

Role Summary

The Wealth Advisory Associate creates leverage for Advisors and the Advisor Team by fielding tasks associated with The Joseph Group’s full-service financial planning model. A successful candidate will:

Live and exemplify The Joseph Group’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 projects and priorities
Have a foundational knowledge of financial planning concepts, markets, and technology

Duties and Responsibilities Include, but are not limited to:

Supporting Advisors
- Work closely with Advisors on client financial plan design and implementation
- Prepare and follow-up on client meetings
  - Assist Advisors by preparing agendas; gathering reports and information; and updating financial plans prior to meetings
  - Execute tasks and projects resulting from client meetings
- Attend client meetings where applicable

Supporting Clients
- Build trusting relationships with clients via the TJG Way (Purpose, Plan, and Portfolio)
- Be a point of contact for clients for various day-to-day needs

Supporting Team & Firm
- Serve as a vital member of The Advisor Team by working on internal projects and initiatives that allow TJG to serve clients more efficiently and effectively
- Become a “super-user” of the company CRM, financial planning software, and portfolio management software
- Seek continuing education to stay current on planning topics and industry information
- Be actively involved in TJG events and follow up
- Assist with firmwide projects

Qualifications

This position typically requires the following qualifications:

Work experience that demonstrates knowledge of the 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 The Joseph Group’s “Best Places to Work” culture
Desire/ability to work successfully in a small company environment
Proactive, self-motivated personality
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

Salary and Benefits

Pay/benefits are competitive based on industry standards.

Salary will be based on experience
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:

Todd D. Walter, CPA, CFP®

Partner and Chief Wealth Planning Officer

The Joseph Group Capital Management

300 Marconi Blvd. – Suite 106

Columbus, OH 43215

todd.walter@josephgroup.com

www.josephgroup.com

The Joseph Group is an Equal Opportunity Employer

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