Financial Advisor - IL
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 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 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
- 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
- At least 5 years of client facing experience
- Knowledge in all areas of comprehensive financial planning
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
Benefits
- health
- dental
- vision
- life
- long-term disability
- 401(k)
- ownership potential
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What This Job Offers
Job Type
Full-time
Career Level
Senior
