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Client Advisory Team Lead
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-08-30
Listing for:
FPA of Central Ohio
Full Time
position Listed on 2026-08-30
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
The Joseph Group is seeking a Team Leader/Client Advisor to guide an advisory team and oversee the full client relationship lifecycle. You will implement TJG's end-to-end financial planning model and drive client satisfaction through proactive leadership.
You will coordinate with attorneys and accountants, manage business development, and contribute to investment dialogue while upholding TJG’s core values and culture.
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