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

• 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

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

Pay/benefits are competitive based on industry standards.

• Salary will be based on experience

• 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