Role Description
Title: Wealth Advisory Associate
Reports to: Team Lead
Benefits: Yes
Status: Full Time
Date: December 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
o Work closely with Advisors on client financial 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
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
todd.walter@josephgroup.com
www.josephgroup.com
The Joseph Group is an Equal Opportunity Employer