Financial Advisor - IL

JMG Financial Group•Downers Grove, IL

2h•$100,000 - $150,000•Onsite

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. The Financial Advisor will assess and manage the financial needs of individuals, assisting them with decisions regarding employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. The goal is to help clients plan for short- and long-term goals to achieve their personal financial objectives. This position also includes supervisory responsibilities for a support team. JMG Financial Group 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. They have been recognized as a Best Places to Work for Financial Advisors.

Requirements

CFP® designation (Certified Financial Planner)
CFA® and/or CPA designations are 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.