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Fee- Financial Advisor | Wealth Planner; CFP​/CFA

Job in Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listing for: JMG Financial Group, Ltd.
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Fee-Only Financial Advisor | Wealth Planner (CFP/CFA)
JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years of client-facing experience and a CFP designation. This position offers competitive compensation, including health benefits and a 401(k). JMG is recognized as one of the Best Places to Work for Financial Advisors for .
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