Wealth Advisory Associate

The Joseph Group

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

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:
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

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