Financial Advisor - Downers Grove, IL

JMG Financial Group•Downers Grove, IL

4h•Onsite

About The Position

JMG Financial Group, Ltd. 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. The firm is seeking a full-time Financial Advisor to service clients in Illinois, specifically in the Downers Grove area. This role offers a business opportunity for an advisor looking to join a fee-only planning firm with an established reputation and infrastructure. The advisor will be responsible for assessing and managing the financial needs of individuals, guiding them on decisions related to employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance, to help clients achieve their short- and long-term financial objectives.

Requirements

CFP® designation (Certified Financial Planner)
Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
Proficient in basic computer skills especially Microsoft Office
Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
At least 5 years of client facing experience

Nice To Haves

CFA® and/or CPA designations acceptable

Responsibilities

Service clients in Illinois, specifically in the Downers Grove area
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