Financial Advisor - Illinois
Company: JMG Financial Group
Location: Downers Grove
Posted on: February 20, 2026
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Job Description:
Job Description Job Description Financial Advisor - Illinois 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
Illinois, specifically in the Downers Grove 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. JMG
is an equal opportunity employer. Compensation details:
100000-150000 PIba8bb68c9f89-25405-39662470
Keywords: JMG Financial Group, Gary , Financial Advisor - Illinois, Accounting, Auditing , Downers Grove, Indiana
