Experience Financial Planner
3 weeks ago
Role Description
Role: Experienced Financial Planner/Para-Planner/Wealth Advisory Associate
Reports to: Team Lead
Benefits: Yes
Status: Full Time
Date: July 2024
Role Summary
This Experienced Wealth Advisory Associate will have a clear path to Client Advisor and create leverage for Advisors and the Advisor Team by working in tandem with Advisors in offering 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 work experience and a working knowledge of financial planning concepts, markets, and technology
Duties and Responsibilities Include, but are not limited to:
· Supporting Advisors
o Prepare client financial plans while working closely with Advisors on 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:
B. Scott Mizer
Partner and President
The Joseph Group Capital Management
605 S. Front Street – Suite 100
Columbus, OH 43215
Scott.mizer@josephgroup.com
The Joseph Group is an Equal Opportunity Employer
-
Financial Planner
2 weeks ago
Columbus, Ohio, United States gpac Full timeFinancial Planner OpportunityWe are partnering with a leading company to find a skilled Financial Planner to join their team. In this role, you will have the chance to engage closely with clients, understand their financial objectives, and develop customized plans to help them reach their goals.Key Responsibilities:Establish and nurture strong client...
-
Experience Financial Planner
3 weeks ago
Columbus, United States The Joseph Group Capital Management Full timeRole DescriptionRole: Experienced Financial Planner/Para-Planner/Wealth Advisory AssociateReports to: Team LeadBenefits: YesStatus: Full TimeDate: July 2024Role Summary This Experienced Wealth Advisory Associate will have a clear path to Client Advisor and create leverage for Advisors and the Advisor Team by working in tandem with Advisors in...
-
Experience Financial Planner
3 weeks ago
Columbus, United States The Joseph Group Capital Management Full timeRole DescriptionRole: Experienced Financial Planner/Para-Planner/Wealth Advisory AssociateReports to: Team LeadBenefits: YesStatus: Full TimeDate: July 2024Role Summary This Experienced Wealth Advisory Associate will have a clear path to Client Advisor and create leverage for Advisors and the Advisor Team by working in tandem with Advisors in...
-
Financial Advisor
1 month ago
Columbus, Ohio, United States Priority Financial Group Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Priority Financial Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesLeverage fee-based financial planning tools to help clients reach their personal, education,...
-
Merchandise Planner
1 month ago
Columbus, Ohio, United States La Senza Full timeJob Title: Merchandise PlannerJoin La Senza as a Merchandise Planner and play a key role in driving business growth through data-driven decision making.About the Role:The Merchandise Planner will support the Merchandise Planning team by analyzing in-season business and developing future season merchandise plans. This role requires strong analytical and...
-
Merchandise Planner
1 month ago
Columbus, United States La Senza Full timeDescription The Merchandise Planner supports Merchandise Planning through the analysis of in-season business and the development of future season merchandise plans for the business. Through their analysis of the business, the Merchandise Planner collaborates with cross-functional partners in Merchandise Planning, Allocation, Merchandising, Production and...
-
Financial Planning Specialist
1 month ago
Columbus, Ohio, United States Croak Capital Full timeFinancial Planner Job DescriptionCroak Capital is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our lead advisor to develop and manage personalized financial plans for our clients.Key Responsibilities:Develop and manage investment portfolios for clients, ensuring alignment with their financial goals...
-
Financial Planner
3 weeks ago
Columbus, Ohio, United States Capital Asset Management, Inc. Full timeCapital Asset Management, Inc. OpportunityWe are seeking a skilled Financial Advisor to help affluent families and individuals protect and enhance their wealth. As an independent, Multi-Family Office, we offer expert advice on organizing assets, identifying life and financial goals, and making astute investment choices.Key Responsibilities:Act as a fiduciary...
-
Financial Planner
2 months ago
Columbus, Ohio, United States Ohio Department of Developmental Disabilities Full timeAbout the RoleThe Ohio Department of Developmental Disabilities is seeking a highly skilled Financial Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to ensure the effective management of our resources.Key ResponsibilitiesProvide financial analysis and...
-
Maintenance Planner
2 weeks ago
Columbus, Ohio, United States Garelick Farms Full timeMaintenance Planner Job DescriptionGarelick Farms, a leading dairy farmer and member of Dairy Farmer of America, is seeking a skilled Maintenance Planner to join our team.Job Summary:The Maintenance Planner will be responsible for coordinating maintenance planning activities and providing operations support to ensure efficient equipment operation and...
-
Financial Planner
3 weeks ago
Columbus, Ohio, United States Capital Asset Management, Inc. Full timeCapital Asset Management, Inc.We are a fee-only, advisory firm dedicated to providing expert advice on organizing assets, identifying life and financial goals, and making astute investment choices. Our comprehensive approach and extensive range of services are tailored to meet the unique needs and desires of each client.Key Responsibilities:Act as a...
-
Interior Design Planner
4 weeks ago
Columbus, Ohio, United States InsideHigherEd Full timeJob Title: Interior Design PlannerDepartment: Health System Shared Services | Space PlanningScope of Position: The Interior Design Planner position involves interior space planning and programming, suggesting and documenting space modifications, participating in construction project teams, and directing relocations and moves. This work connects to and...
-
Senior Facility Planner
3 weeks ago
Columbus, United States InsideHigherEd Full timeScreen reader users may encounter difficulty with this site. For assistance with applying, please contact hr-accessibleapplication@osu.edu. If you have questions while submitting an application, please review these frequently asked questions.Current Employees and Students:If you are currently employed or enrolled as a student at The Ohio State University,...
-
Interior Design Planner
5 months ago
Columbus, United States InsideHigherEd Full timeScreen reader users may encounter difficulty with this site. For assistance with applying, please contact hr-accessibleapplication@osu.edu. If you have questions while submitting an application, please review these frequently asked questions.Current Employees and Students:If you are currently employed or enrolled as a student at The Ohio State University,...
-
Interior Design Planner
3 weeks ago
Columbus, United States InsideHigherEd Full timeScreen reader users may encounter difficulty with this site. For assistance with applying, please contact hr-accessibleapplication@osu.edu. If you have questions while submitting an application, please review these frequently asked questions.Current Employees and Students:If you are currently employed or enrolled as a student at The Ohio State University,...
-
Financial Planning Specialist
1 week ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is seeking a skilled Financial Planning Specialist to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work...
-
Financial Planning Associate
1 month ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeParaplanner Job DescriptionLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.The ideal candidate will have a keen eye for detail, a passion for finance, and the...
-
Financial Planning Specialist
1 month ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeJob OpportunityLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a...
-
Financial Planning Specialist
3 weeks ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeJob OpportunityLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a...
-
Financial Planning Associate
1 month ago
Columbus, Ohio, United States LHH Recruitment Solutions Full timeParaplanner Job DescriptionLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.The ideal candidate will have a keen eye for detail, a passion for finance, and the...