Financial Advisor - IL

JMG Financial Group, Ltd.; Downers Grove (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Ownership potential

Job summary

JMG Financial Group, Ltd. is seeking a Financial Advisor for their Downers Grove, Illinois location. The ideal candidate will have at least 5 years of client-facing experience and a CFP designation. This role involves managing the financial needs of high net worth individuals and providing comprehensive financial planning services.

Benefits include health, dental, vision, long-term disability, and 401(k). The position offers a competitive compensation package and is not a sales role.

Qualifications

• 5+ years of client-facing experience required.
• Must have knowledge in all areas of comprehensive financial planning.
• Extensive understanding of finance, income taxes, investments, asset allocation, and estate planning.

Responsibilities

• Assess and manage financial needs of clients.
• Help clients with employer benefits, investments, income tax, and retirement planning.
• Supervise a support team and ensure quality service.

Skills

Comprehensive financial planning

Client-facing experience

Knowledge of investments and taxes

Proficiency in Microsoft Office

Education

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

CFP designation

CFA and/or CPA designations acceptable

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. 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 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, 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.

JMG is an equal opportunity employer.