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Financial Advisor - Illinois

Summary Sheet: Accounting


Advertiser Name	JMG Financial Group	Advertiser Type:	Company
Classification:	Accounting	Subclassification:
Country:	United States	Location:	United States
Language:	English - United Kingdom (en-GB)	Contact Name:
Employment Type:	Permanent	Workhours:	Full Time

Position: Financial Advisor - Illinois

Description: Financial Advisor - Illinois

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 . JMG is in search of a full-time Financial Advisor who can service clients in Illinois, specifically in the Downers Grove area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required:

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

Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: 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.

Compensation details: 00

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