Role Description
Title: Client Advisor
Reports to: Team Lead
Benefits: Yes
Status: Full Time
Date: September 2025
Role Summary

The Client Advisor takes responsibility for all aspects of the client relationship and implements 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
• 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 three to five years of experience as a client facing Advisor

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 or current pursuit of the CFP® designation is a plus
• 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
  Salary and Benefits

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 (e.g. TJG Storyboards)
• Celebrate client stories