Team Leader/Client Advisor

Reports to: Chief Wealth Planning Officer 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: 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 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…) 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 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 The Joseph Group is an Equal Opportunity Employer #J-18808-Ljbffr FPA of Central Ohio