Wealth Management Advisor – CFP, Ownership Potential

JMG Financial Group, Ltd.; Downers Grove (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k)

Ownership potential

Job summary

JMG Financial Group, Ltd. in Downers Grove, IL seeks a full-time Financial Advisor to deliver comprehensive, fee-based planning for high-net-worth clients. You will assess client needs across investments, taxes, retirement, estate planning, and insurance, while guiding a support team.

The role emphasizes fiduciary client service, not a sales position, with ownership potential and a strong infrastructure from an established Midwest firm.

Qualifications

• CFP designation 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

Responsibilities

• Provide comprehensive financial planning and guidance for clients across investments, taxes, retirement, estate planning and insurance
• Assess and manage the financial needs of individuals and help them achieve personal financial objectives
• Supervise a support team and coordinate with colleagues to deliver fiduciary service

Skills

CFP

CFA/CPA designations

Financial planning knowledge

MS Office

Education

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

Tools

Microsoft Office

Job description

JMG Financial Group, Ltd. in Downers Grove, IL seeks a full-time Financial Advisor to deliver comprehensive, fee-based planning for high-net-worth clients. You will assess client needs across investments, taxes, retirement, estate planning, and insurance, while guiding a support team.

The role emphasizes fiduciary client service, not a sales position, with ownership potential and a strong infrastructure from an established Midwest firm.