Financial Advisor Job at JMG Financial Group, Pewaukee, WI

S0xHeEJSRUFPRkF2cElJN3dXZmtMbjV2Z2c9PQ==
  • JMG Financial Group
  • Pewaukee, WI

Job Description

Job Description

Job Description

Financial Advisor

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. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. 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. Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer.

Compensation details: 100000-150000

PIf25c4f92d8c9-25405-38428186

Job Tags

Full time, Temporary work, Work at office,

Similar Jobs

Regeneron

VP R&D Finance Job at Regeneron

 ...Planning & Analysis (FP&A) team as the Vice President of R&D Finance. Reporting to the Senior Vice President of Finance, this role...  ...analyses to support strategic decision-making. Partner with the Accounting team to ensure accurate financial close processes, including R... 

Snowshoe Mountain

Building Maintenance Technician Job at Snowshoe Mountain

Job Description Please note, this position is located at Snowshoe Mountain Resort inSnowshoe, West Virginia \n Flex Year Round Work, Play, Get Paid and Enjoy the Perks! Housing: Affordable on-mountain employee housing available for rent . Work Location:...

ESTÉE LAUDER

Cosmetics Company Store - Keyholder - Part-Time/Temporary - Pottstown, PA Job at ESTÉE LAUDER

The Este Lauder Companies Inc. is one of the world's leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of luxury and prestige brands globally. The company's products are sold in approximately...

Providence of Maryland

1:1 Direct Support Professional (DSP) Job at Providence of Maryland

 ...Job Description Job Description Description: Summary As a Direct Support Professional (DSP) with Providence, you will encourage people to experience various activities in community-based locations and to also explore all that is available in Anne Arundel County... 

The LiRo Group

Geologist/Environmental Scientist Job at The LiRo Group

Liro Group, a cutting-edge leader in engineering and infrastructure, is currently seeking a skilled Geologist/Environmental Scientist for our Environmental Health & Safety (EHS) Department. This role involves conducting geologic and environmental assessments to support...