Wealth Advisor (Fee-Only) — Growth & Ownership Potential

JMG Financial Group; Downers Grove (IL); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k)

Ownership potential

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

CFA / CPA designation

Finance knowledge

Microsoft Office proficiency

Formation

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

Outils

Microsoft Office

Description du poste

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.