Financial Advisor - Fee-Only Wealth Planning (Milwaukee)
jmg financial groupSouth Milwaukee, WI
Financial Advisor - Fee-Only Wealth Planning (Milwaukee)
jmg financial groupSouth Milwaukee, WI
5 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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.
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JOB OVERVIEW
Experience level
Senior
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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