jmg financial groupSouth Milwaukee, WI
Financial Advisor - Fee-Only Wealth Planning (Milwaukee)
Financial Advisor - Fee-Only Wealth Planning (Milwaukee)
Financial Advisor - Fee-Only Wealth Planning (Milwaukee)
jmg financial groupSouth Milwaukee, WI
4 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)JMG Financial Group, Ltd. seeks a full-time Financial Advisor to serve clients in Wisconsin, focusing on Milwaukee and Madison areas. This fee-based, non-sales role emphasizes comprehensive planning and client service for high net worth individuals. The advisor will apply expertise in investments, tax planning, retirement, and estate planning while leading a support team and delivering strategic financial guidance.
Also on the board Same function, level within a rung
Level
Senior
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago