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Role Description Role: Experienced Financial Planner/Para-Planner/Wealth Advisory Associate Reports to: Team Lead Benefits: Yes Status: Full Time Date: July 2024 Role Summary: This Experienced Wealth Advisory Associate will have a clear path to Client Advisor and create leverage for Advisors and the Advisor Team by working in tandem with Advisors in offering 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 projects and priorities • Have work experience and a working knowledge of financial planning concepts, markets, and technology Duties and Responsibilities Include, but are not limited to: • Supporting Advisors o Prepare client financial plans while working closely with Advisors on plan design and implementation o Prepare and follow-up on client meetings § Assist Advisors by preparing agendas; gathering reports and information; and updating financial plans prior to meetings § Execute tasks and projects resulting from client meetings o Attend client meetings where applicable • Supporting Clients o Build trusting relationships with clients via the TJG Way (Purpose, Plan, and Portfolio) o Be a point of contact for clients for various day-to-day needs • Supporting Team & Firm o Serve as a vital member of The Advisor Team by working on internal projects and initiatives that allow TJG to serve clients more efficiently and effectively o Become a “super-user” of the company CRM, financial planning software, and portfolio management software o Seek continuing education to stay current on planning topics and industry information o Be actively involved in TJG events and follow up o Assist with firmwide projects Qualifications: This position typically requires the following qualifications: • Work experience that demonstrates knowledge of the 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 Microsoft Word, Excel, PowerPoint, and Outlook 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: B. Scott Mizer, Partner and President The Joseph Group Capital Management 605 S. Front Street – Suite 100 Columbus, OH 43215 |