Details
 

08/27/2026

Team Leader/Client Advisor

The Joseph Group

Role Description

Title:  Team Leader/Client Advisor

Reports to:  Chief Wealth Planning Officer

Benefits:  Yes

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:

Team Leader

• Mentor & Coach
  • 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

Client Advisor

• 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…)

• Portfolios
  • 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
• Bonus Eligible plus Incentive Compensation Plan

• Benefits include health insurance, 401(k), disability insurance…

• Future Potential Partnership Opportunity
• Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

Contact

      Send resume and cover letter to:

B. Scott Mizer, Partner and President

The Joseph Group Capital Management

605 South Front Street – Suite 100      

Columbus, OH 43215

Scott.Mizer@josephgroup.com                 
www.josephgroup.com

The Joseph Group is an Equal Opportunity Employer

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