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
- Purpose
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
The Joseph Group is an Equal Opportunity Employer
