Financial Advisor - WI

JMG Financial Group•Pewaukee, WI

10d•Hybrid

About The Position

JMG Financial Group, Ltd. is seeking a full-time Financial Advisor to service clients in Wisconsin, specifically in the Milwaukee/Madison area. This role presents a significant business opportunity for an advisor looking to join a reputable, fee-only planning firm with established infrastructure as JMG expands its geographic reach. The Financial Advisor will be responsible for assessing and managing the financial needs of individuals, guiding them on various financial decisions, and helping them plan for short- and long-term goals. This position also includes supervisory responsibilities for a support team.

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.
Plan for clients' short- and long-term goals to achieve their personal financial objectives.
Supervise a support team.