Financial Advisor - WI
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 aspects of financial planning, and helping them achieve their short- and long-term goals. This position also includes supervisory responsibilities for a support team.
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
