Senior Financial Advisor – Fee- Wealth; Milwaukee
Job in
Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listed on 2026-06-18
Listing for:
JMG Financial Group
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have a minimum of 5 years of client-facing experience and a solid grasp of comprehensive financial planning. Responsibilities include assessing clients' financial needs and aiding them with investments, retirement planning, and more. This position offers excellent benefits, including health, dental, vision, life insurance, 401(k), and potential ownership opportunities.
Come be part of a recognized firm committed to the highest standards in wealth management.
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Position Requirements
10+ Years
work experience
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