Details
06/16/2022
Wealth Advisory Associate
The Joseph Group
Role Description
Title: Wealth Advisory Associate
Reports to: Team Lead
Benefits: Yes
Status: Full Time
Date: May 2022
Role Summary
The Wealth Advisory Associate creates leverage for Advisors and the Advisor Team by fielding tasks associated with 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 a foundational knowledge of financial planning concepts, markets, and technology
Duties and Responsibilities Include, but are not limited to:
- Supporting Advisors
- Work closely with Advisors on client financial plan design and implementation
- 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
- Attend client meetings where applicable
- Supporting Clients
- Build trusting relationships with clients via the TJG Way (Purpose, Plan, and Portfolio)
- Be a point of contact for clients for various day-to-day needs
- Supporting Team & Firm
- 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
- Become a “super-user” of the company CRM, financial planning software, and portfolio management software
- Seek continuing education to stay current on planning topics and industry information
- Be actively involved in TJG events and follow up
- 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
Contact
Send resume and cover letter to:
Todd D. Walter, CPA, CFP®
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
