Financial Advisor - WI

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. 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:

• 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.