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Financial Advisor - Fee-Only Wealth Planning (Milwaukee)

L5

jmg financial groupSouth Milwaukee, WI2 days ago
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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Apply now (opens in a new tab)

Level

SeniorL5

Location

South Milwaukee, WI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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