Client Advisor / Financial Advisor / Financial Planner

The Joseph Group Capital Management; Columbus (OH); On-site; USD 44,000 - 400,000; Full time

Job summary

Join a forward-thinking firm as a Client Advisor, where your passion for helping clients can shine. This role involves executing comprehensive financial planning, engaging in business development, and mentoring team members. The ideal candidate will thrive in a collaborative environment, utilizing innovative tools to enhance client relationships and drive success. With a commitment to excellence and a supportive culture, this opportunity is perfect for those looking to make a significant impact in the financial advisory space. If you're ready to take your career to the next level, this is the role for you.

Benefits

Health Insurance

401(k)

Disability Insurance

Professional Development Support

Qualifications

• 3-5 years of experience in client-facing advisory roles.
• Strong knowledge of financial industry and planning concepts.

Responsibilities

• Execute full-service financial planning model for clients.
• Engage in business development activities and team initiatives.

Skills

Client Relationship Management

Financial Planning

Communication Skills

Project Management

Team Collaboration

Education

CFP Designation

Bachelor's Degree in Finance or related field

Tools

e-Money

CRM Software

Microsoft Office Suite

Job description

2 days ago Be among the first 25 applicants

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:

o Execute TJG’s full-service financial planning model (TJG Way) for clients:

· 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)

· 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.)

· 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

Team Member

§ 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 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

[e-mail]

The Joseph Group is an Equal Opportunity Employer

Registered Investment Advisor

CFP

Wealth Manager

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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