Financial Advisor – Fee-Only Wealth Planning (Milwaukee)

JMG Financial Group; Milwaukee (WI); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Full benefits (health, dental, vision,

Ownership potential

Job summary

JMG Financial Group, Ltd. seeks a full-time Financial Advisor to serve clients in Wisconsin, focusing on Milwaukee and Madison areas. This fee-based, non-sales role emphasizes comprehensive planning and client service for high net worth individuals.

The advisor will apply expertise in investments, tax planning, retirement, and estate planning while leading a support team and delivering strategic financial guidance.

Qualifications

• 5+ years of client-facing experience.
• Bachelor's degree as noted.
• CF A/CPA designations acceptable

Responsibilities

• Provide comprehensive financial planning for high net worth clients.
• Advise on investments, retirement, taxes, and estate planning.
• Supervise a support team and coordinate with colleagues

Skills

Finance knowledge

Tax planning

Estate planning

Client relationship management

MS Office

Education

Bachelor’s Degree in Personal Financial Planning / Finance / Economics / Accounting / Business

Job description

JMG Financial Group, Ltd. seeks a full-time Financial Advisor to serve clients in Wisconsin, focusing on Milwaukee and Madison areas. This fee-based, non-sales role emphasizes comprehensive planning and client service for high net worth individuals.

The advisor will apply expertise in investments, tax planning, retirement, and estate planning while leading a support team and delivering strategic financial guidance.