Financial Advisor - IL

JMG•Downers Grove, IL

2d•Onsite

About The Position

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest, providing 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 Illinois, specifically in the Downers Grove area. This is a great business opportunity for an advisor 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. This is not a sales position.

Requirements

Minimum 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

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
Have supervisory responsibilities for a support team