Wealth Advisor CFP — Planning & Ownership
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
JMG Financial Group, Ltd. is seeking a full-time Financial Advisor to service clients in Wisconsin, primarily the Milwaukee and Madison area. The advisor will deliver comprehensive financial planning and support a client base of high-net-worth individuals and executives.
Candidates should have at least five years of client-facing experience, CFP designation, and preferably CFA and/or CPA. The role includes supervisory duties for a support team and eligibility for bonuses and full benefits.
We would love to welcome a new Wealth Advisor with CFP — Planning & Ownership to our organisation in City of Pewaukee, WI, United States.
The following opening is for a Wealth Advisor with CFP — Planning & Ownership with JMG Financial Group, Ltd.
Our organisation is growing, and we are hiring a Wealth Advisor with CFP — Planning & Ownership in City of Pewaukee, WI, United States.
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