Financial Advisor - WI

JMG Financial Group, Ltd.; City of Pewaukee (WI); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Bonuses

Full benefits (health, dental, vision,

Ownership potential

Not a sales position

Zusammenfassung

JMG Financial Group, Ltd. is seeking a full-time Financial Advisor to service clients in Wisconsin, primarily the Milwaukee and Madison area. The advisor will deliver comprehensive financial planning and support a client base of high-net-worth individuals and executives.

Candidates should have at least five years of client-facing experience, CFP designation, and preferably CFA and/or CPA. The role includes supervisory duties for a support team and eligibility for bonuses and full benefits.

Qualifikationen

• CFP designation is required.
• CFA and/or CPA designations are acceptable.
• At least 5 years of client-facing experience in financial services.
• Strong knowledge of comprehensive financial planning concepts.

Aufgaben

• Provide comprehensive financial planning services to Wisconsin clients, including retirement, investments, taxes, and estate planning.
• Advise and manage client relationships with a focus on long-term goals.
• Supervise a support team to ensure service quality and accuracy.

Kenntnisse

CFP designation

CFA/CPA designations acceptable

Microsoft Office proficiency

Ausbildung

Bachelor's Degree in Personal Financial Planning

Tools

Microsoft Office

Jobbeschreibung

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 Wisconsin, specifically in the Milwaukee/Madison 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.

JMG is an equal opportunity employer.