Financial Advisor - IL

JMG Financial Group, Ltd.; Downers Grove (IL); On-site; USD 120,000 - 180,000; 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, IL seeks a full-time Financial Advisor to deliver comprehensive, fee-based planning for high-net-worth clients. You will assess client needs across investments, taxes, retirement, estate planning, and insurance, while guiding a support team.

The role emphasizes fiduciary client service, not a sales position, with ownership potential and a strong infrastructure from an established Midwest firm.

Qualifications

• CFP designation 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

Responsibilities

• Provide comprehensive financial planning and guidance for clients across investments, taxes, retirement, estate planning and insurance
• Assess and manage the financial needs of individuals and help them achieve personal financial objectives
• Supervise a support team and coordinate with colleagues to deliver fiduciary service

Skills

CFP

CFA/CPA designations

Financial planning knowledge

MS Office

Education

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

• 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

Education

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

Compensation

Exempt position.

• bonuses
• health
• dental
• vision
• life
• long-term disability
• 401(k)
• ownership potential

This is not a sales position.

JMG is an equal opportunity employer.