Title: Client Advisor
Reports to: Team Lead
Benefits: Yes
Status: Full Time
Date: May 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
o 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
o Live our Commitment to Simplify, Clarify, Encourage
Business Development
o 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
o Engage in team business development initiatives and Rocks
o 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 and Pints, Mixers
Create/participate in Joseph Group seminars/presentations
Team Member
o 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
o Develop and mentor Associate Client Advisor
o Utilize CRM system effectively for good team communication
o 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:
o Ability to assist Team Lead and/or other Advisors when needed
o Work experience that demonstrates knowledge of financial industry and planning concepts
o Excellent communication, listening, and relationship building skills
o Strong project management skills - organized, detail-oriented, and able to multitask and prioritize
o A passion for caring for clients
o CFP designation or current pursuit of the CFP designation is a plus
o A Team player in TJG's "Best Places to Work" culture
o Desire/ability to work successfully in a small company environment
o Proactive, self-motivated personality
o Proficiency in Financial Planning Software, Office Suite and beyond
Salary and Benefits
Pay/benefits are competitive based on industry standards.
o Salary will be based on experience
o Bonus Eligible plus Incentive Compensation Plan
o Benefits include health insurance, 401(k), disability insurance
o Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
Contact
Send resume and cover letter to:
B. 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
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