Financial Advisor - WI

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 .

Financial Advisor (Full‑time). Service clients in Wisconsin, specifically in the Milwaukee/Madison area. This role offers an opportunity to join a fee‑only planning firm with an established reputation and infrastructure.

Assess and manage the financial needs of individuals and help them with decisions on employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Plan for short‑and‑long‑term goals to achieve personal financial objectives. Supervise a support team.

• Minimum 5 years of client‑facing experience
• 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

Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business

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.