Client Advisor / Financial Advisor / Financial Planner
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
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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