Financial Advisor - WI

About the role

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area.

Responsibilities

• Assess and manage the financial needs of individuals
• Help clients make decisions on employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance
• Help clients plan for short- and long-term goals to achieve their personal financial objectives
• Supervise a support team

Requirements

• Minimum 5 years of client facing experience
• CFP® designation (Certified Financial Planner)
• CFA® and/or CPA designations acceptable
• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
• Proficient in basic computer skills especially Microsoft Office

Qualifications

• Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business

Skills

• Comprehensive financial planning knowledge

Benefits

• Full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential

Pay

$100,000 - $150,000 per year

Schedule

Hybrid

Pay Range

$100,000 - $150,000 per year

Apply for this Position