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 role presents a business opportunity for an advisor looking to join a fee-only planning firm with an established reputation and infrastructure, as JMG expands its geographic footprint. The Financial Advisor will assess and manage the financial needs of individuals, assisting with decisions on employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. They will help clients plan for short- and long-term goals to achieve their personal financial objectives. Additionally, 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
Responsibilities
- Assess and manage the financial needs of individuals.
- Assist 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.
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
