Financial Advisor - Pewaukee, WI at JMG Financial Group

Pewaukee, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

150000.0

Posted On

23 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Wealth management, Investment management, Income tax planning, Retirement planning, Estate planning, Asset allocation, Charitable giving, Insurance planning, Microsoft Office, Client relationship management, Team supervision

Industry

Financial Services

Description

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required: * 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 Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position. Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer.

Responsibilities

The Financial Advisor will assess and manage the financial needs of high-net-worth clients, providing guidance on investments, taxes, and estate planning. Additionally, the role involves supervising a support team to ensure the delivery of comprehensive financial services.