Team Leader/Client Advisor

FPA of Central Ohio; Westerville (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k)

Disability insurance

Continuing education support

Job summary

The Joseph Group is seeking a Team Leader/Client Advisor to guide an advisory team and manage client relationships within TJG’s full-service financial planning model. You will lead regular team meetings, coaching, and development plans while driving new business through referrals and networking.

Ideal candidates have at least five years of client-facing advisory experience, CFP designation preferred, and proven ability to manage multiple clients and priorities in a collaborative, values-driven

Qualifications

• Minimum of five years of experience as a client-facing Advisor.
• Strong communication, listening and relationship-building skills.
• Proven ability to lead and coach an advisory team.

Responsibilities

• Lead an Advisory Team (Client Advisor & Associate) and oversee performance and development.
• Drive business development and participate in TJG events.
• Execute TJG's full-service financial planning model for clients (TJG Way).
• Articulate TJG investment strategies and review external accounts.

Skills

Client facing experience

Communication skills

Team leadership

Multi-tasking

Education

CFP designation

Tools

CRM system

Financial planning software

MS Office

Job description

Reports to: Chief Wealth Planning Officer

Status: Full Time

Date: July 2026

Role Summary

The Team Leader/Client Advisor leads an Advisory Team and takes responsibility for all aspects of the client relationship while implementing 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
• Be a Servant Leader to an Advisory Team
• 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 five (5) years of experience as a client facing Advisor

Duties and Responsibilities Include, but are not limited to:

• Manage an Advisory Team consisting of a Client Advisor & an Associate
• Oversee performance, conduct regular Team meetings, 1-on-1s and foster growth through thoughtful coaching and tailored developmental plans
• Create leverage for Team by leading and utilizing the Associate on your Team
• Act as Team point of escalation for complex client issues and reg flags to ensure client engagement and satisfaction
• Business Development
  • Drive new business and be a TJG advocate utilizing client referrals, centers of influence, personal network, and networking events…
  • Lead, train and hold Team accountable for business development participation and to achieve TJG’s new business development goal
  • Active participation in TJG Events: Wealth Summits, Portfolios and Pints, Mixers as well as engage in other Team business development initiatives
• 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
    • Identify and 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…)
• 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

Team Member

• Work in unison with other TJG Teams (Advisor Teams, Service Excellence Team (SET), Investment Services Team (IST), Retirement Plan Services (RPS), BD/Marketing…
  • Assist other Teams or Team members when needed
  • Spearhead internal company projects
• Utilize CRM system effectively for good Team communication

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 is strongly desired
• 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

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

The Joseph Group is an Equal Opportunity Employer