Don't miss your next opportunity.

Upload Your Resume and Get Found by Leading Employers

Create a Free Account

Financial Advisor - Illinois (Downers Grove)

JMG Financial Group • Full-time • Downers Grove, Illinois, United States • 13h ago

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:

PI594dfeb93c

Related Jobs

Outpatient Registered Nurse - RN

Fresenius Medical Care • Full-time • Chicago, IL, US • from $40 / hour • 4h ago

Greenwood 1111 East 87th Street Chicago, IL 60619 Entry Level Full time, 3 - 12 hours shifts (Rotating Shifts) Clinic Open Mon to Sat Must be available between 4am - 930pm Competitive Pay PURPOSE AND SCOPE: The professio...

4h ago

Apply

Store Manager, The Promenade at Bolingbrook

LOFT • Full-time • Bolingbrook, IL, US • $26 - $31 / hour • 4h ago

Retail GenZ Apply Retirement Plan Paid Time Off

About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because fe...

4h ago

Apply

Store Sales Specialist

REI • Full-time • Orland Park, IL, US • $18 - $20 / hour • 5h ago

Sales GenZ Apply

Overview Come shape the future of the outdoors. REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a love of the outdoors. When yo...

5h ago

Apply

Department Manager

REI • Full-time • Oak Brook, IL, US • $29 - $37 / hour • 5h ago

GenZ Apply

Overview REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a love of the outdoors. When you work for the co-op, you do your best...

5h ago

Apply

Dental Hygienist

Cameo Dental Specialists • Full-time • La Grange, IL, US • $50 - $60 / hour • 6h ago

Healthcare & Pharmaceutical GenZ Apply Dental & Ortho Retirement Plan Paid Time Off Health Insurance

Overview Dental Hygienist Cameo Dental Specialists We are a busy, multi-specialty periodontal practice looking for a driven and compassionate Dental Hygienist to join our team. This role focuses heavily on periodontal ca...

6h ago

Apply