Financial Advisor - IL

JMG Financial Group; Downers Grove (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k)

Ownership potential

Job summary

JMG Financial Group, Ltd. in Downers Grove is seeking a full-time Financial Advisor to service clients in Illinois.

The advisor will provide comprehensive financial planning, including investments, taxes, retirement, estate planning and insurance, with supervisory responsibilities for a support team. The role requires at least 5 years of client-facing experience, CFA and/or CPA designations are acceptable, and proficiency in Microsoft Office.

Qualifications

• CFA and/or CPA designations are acceptable.
• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts.
• Proficient in basic computer skills, especially Microsoft Office.

Responsibilities

• Service clients across comprehensive financial planning.
• Assess and manage financial needs, guiding decisions on employer benefits, investments, taxes, retirement planning, charitable giving, estate planning and insurance.
• Supervise a support team as part of advisory services.

Skills

CFA / CPA designation

Finance knowledge

Microsoft Office proficiency

Education

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

Tools

Microsoft Office

Job description

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.

JMG is in search of a full-time Financial Advisor who can service clients in Illinois, specifically in the Downers Grove area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.

Qualifications Required

• 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

Education

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

Compensation

Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position.

Your resume and cover letter referring to this posting are required to be considered.