Senior Financial Advisor & Team Lead - Wealth Planning
Listed on 2026-11-07
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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,
We would love to welcome a new Senior Financial Advisor & Team Lead
- Wealth Planning to our team in City of Pewaukee, WI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Financial Advisor & Team Lead
- Wealth Planning role in the description above.
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