Financial Advisor
4 weeks ago
Financial Advisor Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. 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 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison 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. xrczosw JMG is an equal opportunity employer. Compensation details: 1 PI1c5be76fa9f8-31181-38428186
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Financial Advisor
4 weeks ago
Pewaukee, WI, United States JMG Financial Group Full timeFinancial Advisor Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. 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...
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Financial Advisor
4 weeks ago
Pewaukee, United States JMG Financial Group Full timeFinancial Advisor Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.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...
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Financial Advisor
2 weeks ago
Pewaukee, Wisconsin, United States JMG Financial Group Full timeJMG 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...
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International Financial Advisor
4 weeks ago
Madison, WI, United States Walkner Condon Financial Advisors Full timeGrowing with Purpose, Focused on Clients While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. Walkner Condon Financial Advisors is an independent, fee-only fiduciary firm committed to placing clients at the center of our work. We provide tailored financial...
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Financial Advisor
2 days ago
Pewaukee, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Financial Advisor
4 weeks ago
Elm Grove, WI, United States Northwestern Mutual Full timeLOCAL candidates only! Finance or sales experience not necessary but drive and a desire to help others are required. Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. We are in business for ourselves, but not by ourselves. We get to manage our income, our...
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Financial Advisor
4 weeks ago
Brookfield, WI, United States Northwestern Mutual Full timeOverview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs...
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Financial Advisor
4 weeks ago
Milwaukee, WI, United States Northwestern Mutual Full timeFinancial Advisor Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that could change everything. That inner voice telling you that your capable of more, to be bold, build something, make a difference in your community? As a Financial Representative, you will work with individuals, families, and small businesses to help...
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Wealth Advisor
4 weeks ago
Madison, WI, United States Claire Myers Consulting Full timeLocation: Madison, WI (Hybrid) Make sure to apply with all the requested information, as laid out in the job overview below. Compensation: $100,000$172,000 base + 12.515% performance bonus, and referral incentives, and commissions with no cap (typical total $150K$200K+, upside to $250K). Competitive base salary with significant upside through performance...
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Part Time Branch Office Administrator
2 weeks ago
Pewaukee, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with...