Financial Advisor - IL

JMG Financial Group•Downers Grove, IL

8d•Onsite

About The Position

JMG Financial Group, Ltd. is seeking a full-time Financial Advisor to service clients in Illinois, specifically in the Downers Grove area. This role presents a business opportunity for an advisor looking to join a reputable, fee-only planning firm with established infrastructure, as JMG expands its geographic reach. The Financial Advisor will assess and manage the financial needs of individuals, guiding them on various aspects including employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance, to help clients achieve their short- and long-term financial goals. This position also includes supervisory responsibilities for a support team. It is important to note that this is not a sales position.

Requirements

Knowledge in all areas of comprehensive financial planning.
At least 5 years of client-facing experience.
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.
Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business.

Responsibilities

Service clients in Illinois, specifically in the Downers Grove area.
Assess and manage the financial needs of individuals.
Help clients with decisions on employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance.
Help clients plan for short- and long-term goals to achieve their personal financial objectives.
Have supervisory responsibilities for a support team.