Experience Financial Planner

3 weeks ago


Columbus, United States The Joseph Group Capital Management Full time

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



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