Financial Advisor - Pewaukee, WI

JMG Financial Group•Pewaukee, WI

15h•Onsite

About The Position

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest, recognized as a Best Place to Work for Financial Advisors. The firm is seeking a full-time Financial Advisor to service corporate executives and high net worth individuals in Wisconsin, specifically in the Milwaukee/Madison area. This role offers a significant business opportunity for an advisor looking to join an established fee-only planning firm. The Financial Advisor will be responsible for comprehensive financial planning, assisting clients with decisions related to employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance to help them achieve their short- and long-term financial objectives. This is an exempt position, eligible for bonuses and full benefits, and is not a sales role. Advisors will also have supervisory responsibilities for a support team.

Requirements

Knowledge in all areas of comprehensive financial planning
At least 5 years of client facing experience
CFP® designation (Certified Financial Planner)
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

Nice To Haves

CFA® and/or CPA designations acceptable

Responsibilities

Service clients in Wisconsin, specifically in the Milwaukee/Madison 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