JMG Financial Group logo
JMG Financial GroupPosted 2 months ago

Financial Advisor - IL

On-siteDowners Grove, Illinois, United States

Full TimeMid LevelBachelors Degree

Job Summary

Full-time financial advisor in Downers Grove, IL, providing comprehensive financial planning across employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Requires at least 5 years of client-facing experience, CFP designation (and CFA/CPA as acceptable alternatives), and supervisory responsibilities for a support team. Strong knowledge of finance, taxes, investments, asset allocation, and estate planning; proficient with Microsoft Office; educational background includes a Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business. The role is not a sales position within a fee-based wealth management firm and offers bonuses and full benefits.

Required Qualifications

  • CFP designation
  • CFA and/or CPA designations acceptable
  • Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
  • Proficient in Microsoft Office
  • Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce