Client Advisor

Columbus, Ohio
Salary will be based on experience
Jul 13, 2021
Aug 12, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Role Description

Title:  Client Advisor

Reports to: Team Lead

Benefits:  Yes

Status:  Full Time

Date:  June 2021


Role Summary

The Client Advisor takes responsibility for all aspects of the client relationship and implements The Joseph Group’s full-service financial planning model. A successful candidate will:

  • Live and exemplify The Joseph Group’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 one to three years of experience as a client facing Advisor

Duties and Responsibilities Include, but are not limited to:



Client Advisor


  • Execute The Joseph Group (TJG) 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
      • Serve as a member of the TJG Investment Committee 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


Business Development

  • Do the activities necessary to drive individual new business to the table at The Joseph Group
    • Use client referrals, centers of influence, personal network, and networking events
  • Engage in team business development initiatives and Rocks
  • Participate in Joseph Group Business Development Team activity and follow-up
    • Attend Events: Wealth Summits, Portfolios @ Panera, Portfolios and Pints, Mixers
    • Create/participate in Joseph Group seminars/presentations

Team Member

  • 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
  • Develop and mentor Associate Client Advisor
  • Utilize CRM system effectively for good team communication
  • 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


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 or current pursuit of the CFP® designation is a plus
  • A Team player in The Joseph Group’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


      Send resume and cover letter to:

Todd Walter, Partner and Chief Wealth Planning Officer

The Joseph Group Capital Management

300 Marconi Blvd. – Suite 106      

Columbus, OH 43215


The Joseph Group is an Equal Opportunity Employer