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
A successful candidate will:
Duties and Responsibilities Include, but are not limited to:
• Supporting Advisors o 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 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
• 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 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: Scott Mizer Partner and President The Joseph Group Capital Management 300 Marconi Blvd. – Suite 106 Columbus, OH 43215 scott.mizer@josephgroup.com |