About this role
Financial Advisor - WI at JMG Financial Group, Ltd.. Location: Pewaukee, Wisconsin, United States. Role: service clients, plan finances, supervise team Requirements: Five+ years client-facing financial planning experience; CFP required; CFA and/or CPA acceptable; strong knowledge of finance, taxes, investments, estate planning; proficient with Microsoft Office. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp (certified financial planner), cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English