Wealth Advisor with CFP — Planning & Ownership

JMG Financial Group, Ltd.; City of Pewaukee (WI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Full benefits (health, dental, vision,

Ownership potential

Not a sales position

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CFP designation

CFA/CPA designations acceptable

Microsoft Office proficiency

Education

Bachelor's Degree in Personal Financial Planning

Tools

Microsoft Office

Job description

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.