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Wealth Planning Team Lead
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-08-30
Listing for:
FPA of Central Ohio
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Joseph Group is seeking a Team Leader/Client Advisor to guide an advisory team and manage client relationships within TJG’s full-service financial planning model. You will lead regular team meetings, coaching, and development plans while driving new business through referrals and networking.
Ideal candidates have at least five years of client-facing advisory experience, CFP designation preferred, and proven ability to manage multiple clients and priorities in a collaborative, values-driven
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