Senior Financial Advisor & Team Lead - Wealth Planning
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
JMG Financial Group, Ltd. in Wisconsin is seeking a full-time Financial Advisor to service clients in the Milwaukee/Madison area and guide comprehensive financial planning. The advisor will work with high net worth clients, manage investments and planning, and supervise a support team.
Qualified candidates have at least 5 years of client-facing experience; CFA and/or CPA designations are acceptable. Exempt position with bonus potential and full benefits including health, dental, vision, life,
The Senior Financial Advisor & Team Lead
- Wealth Planning role at JMG Financial Group is now open for applications in City of Pewaukee, WI, United States.
We invite applications for the Senior Financial Advisor & Team Lead
- Wealth Planning position located in City of Pewaukee, WI, United States.
The following position is for a Senior Financial Advisor & Team Lead
- Wealth Planning with JMG Financial Group.
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