Wealth Planning Team Lead

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

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