Financial Advisor - Downers Grove, IL

JMG•Downers Grove, IL

1d•Onsite

About The Position

JMG Financial Group, Ltd. is a large, independently owned, fee-based wealth management firm in the Midwest, serving corporate executives and high-net-worth individuals. Recognized as a Best Place to Work for Financial Advisors for 2021-2025 by Investment News, JMG is seeking a full-time Financial Advisor to serve clients in the Downers Grove, Illinois area. This role presents a significant business opportunity for an advisor looking to join a reputable, established fee-only planning firm with a strong infrastructure, as JMG expands its reach. The Financial Advisor will be responsible for assessing and managing clients' financial needs, guiding them through decisions on employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. The goal is to help clients achieve their short- and long-term personal financial objectives. This role also includes supervisory responsibilities for a support team. This is not a sales position.

Requirements

CFP® designation (Certified Financial Planner)
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
At least 5 years of client-facing experience
Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business

Responsibilities

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.
Supervise a support team.