Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Fee-Only Financial Advisor | Wealth Planner (CFP/CFA)

JMG Financial Group

JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years of client-facing experience and a CFP designation. This position offers competitive compensation, including health benefits and a 401(k). JMG is recognized as one of the Best Places to Work for Financial Advisors for 2021-2025. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Fee-Only Financial Advisor | Wealth Planner (CFP/CFA) in Pewaukee, WI vacancy
  •  ...JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have a minimum of 5 years of client-...  ...a recognized firm committed to the highest standards in wealth management. #J-18808-Ljbffr... 
    Suggested

    JMG Financial Group

    Pewaukee, WI
    22 hours ago
  • $30k - $60k

     ...Join to apply for the Wealth Advisor role at Alerus 1 day ago Be among the first 25 applicants...  ...purpose: helping clients achieve their financial goals. We are driven by a shared...  ...financial services accreditation(s) i.e. CFP, CFA, CPA. Ability to attract and retain high... 
    Suggested
    Full time
    Work experience placement
    Internship
    Live in
    Work at office
    Flexible hours

    Alerus

    Pewaukee, WI
    3 days ago
  • JMG Financial Group, Ltd. is one of the largest independently owned fee‑based wealth management firms in the Midwest. JMG provides...  ...Work for Financial Advisors for 2021-2025....  ...client‑facing experience CFP designation (Certified Financial Planner) CFA and/or CPA... 
    Suggested
    Full time
    Temporary work
    Work at office

    JMG Financial Group, Ltd.

    Pewaukee, WI
    2 days ago
  •  ...Enrolled Agents in Pewaukee is seeking an advisor for a financial planning firm. The role focuses on tax...  ...in optimizing their financial health and wealth building. The ideal candidate should have IRS AFSP with PTIN, with CPA or CFP preferred. This position can be part-... 
    Suggested
    Full time
    Part time
    Work at office
    Remote work

    Wisconsin Society of Enrolled Agents

    Pewaukee, WI
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual...  ...reimbursement* for course tuition fees and books....  ...more Certified Financial Planner® licensing support2...  ...and Northwestern Mutual Wealth Management Company® (NMWMC...  ...certification marks CFP®, CERTIFIED FINANCIAL... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Waukesha, WI
    4 days ago
  •  ...A wealth management firm in Pewaukee seeks a Wealth Advisor to manage high-net-worth clients, providing tailored financial solutions and advice. Candidates should have a strong background in financial services, exceptional communication skills, and a proven track record... 

    Alerus

    Pewaukee, WI
    3 days ago
  •  ...A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and... 

    Thrivent Financial

    Waukesha, WI
    22 hours ago
  • $65k - $80.2k

     ...U.S. Bank in Delafield, Wisconsin is hiring a Wealth Management Advisor responsible for investment planning and insurance products. This role...  ...developing tailored investment portfolios and advising clients on financial strategies. Candidates should have a Bachelor's degree,... 

    U.S. Bank

    Delafield, WI
    3 days ago
  • A financial advisory firm based in Brookfield seeks an Associate Financial Advisor. This role involves preparing client tax returns, assisting Lead Advisors in client relationships...  ...benefits, including health and dental plans. #J-18808-Ljbffr Bluespring Wealth Partners
    Full time

    Bluespring Wealth Partners

    Brookfield, WI
    2 days ago
  • $30k - $60k

     ...Alerus Financial is seeking a Financial Advisor in Pewaukee, Wisconsin. The role involves managing high-net-worth client portfolios and delivering tailored financial solutions. An ideal candidate holds a Bachelor's in finance, possesses 5 years of relevant experience,... 

    Alerus

    Pewaukee, WI
    4 days ago
  •  ...A financial services firm in Waukesha, WI is seeking a Financial Advisor to prepare and implement customized financial plans, provide investment and retirement advice, and build strong client relationships. The ideal candidate will have 3+ years of sales experience in... 
    Full time

    Drake & Associates LLC

    Waukesha, WI
    4 days ago
  •  ...TwinThread is seeking a Financial Advisor to champion teammate success and provide personalized investment solutions in New Berlin, Wisconsin...  ...7 and Series 66 licenses, with preferred candidates holding a CFP certification and a Bachelor’s degree. The role offers a competitive... 

    Aumni

    New Berlin, WI
    22 hours ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your contributions...  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...goals: retirement, building wealth, estate strategies, funding...  ...2024, an application fee was required for consideration... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New Berlin, WI
    22 hours ago
  •  ...Financial Advisor - Waukesha, WI and Surrounding Areas page is loaded **Financial Advisor - Waukesha, WI and Surrounding Areas**locationsWI...  ...structures, recurring revenue streams, and dedicated planning fees for those who qualify.* Medical, dental, vision, disability and... 
    Local area

    Thrivent Financial

    Waukesha, WI
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones...  ...million clients and 20,000 financial advisors across the U.S. and Canada, we’re...  ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Waukesha, WI
    22 hours ago
  • $45k - $100k

     ...professional crossroads, a career as a financial advisor may be the right change for you. Financial...  ...financial goals: retirement, building wealth, estate strategies, funding education and...  ...date as of September 2024, an application fee was required for consideration ² As... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    2 days ago
  • $150k

     ...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr...  ...(life insurance license, health insurance license, Series 65, CFP, CPA) Company-sponsored annual trips if goals are achieved About... 
    Full time

    Drake & Associates LLC

    Waukesha, WI
    4 days ago
  • $100 per hour

     ...members, and are shared on social media. Advisor Opportunity in Financial Planning Firm Job Posting May. 21, 20...  ...tax minimization and integrated wealth building to ensure client's lifelong...  ...PTIN, but Enrolled Agent, CPA and/or CFP completed or in process highly desired... 
    Full time
    Part time
    Work at office
    Remote work
    Relocation

    Wisconsin Society of Enrolled Agents

    Pewaukee, WI
    22 hours ago
  •  ...Junior Financial Advisor World Investment Advisors, part of World Insurance Associates, is a nationally...  ...services firm dedicated to providing wealth management and retirement plan...  ...specified timeframe) ~ Progress toward CFP® designation preferred Preference... 
    Work from home
    Flexible hours

    World Insurance Company Defunct

    New Berlin, WI
    1 day ago
  •  ...About Wealth Enhancement Wealth Enhancement is an independent...  ...perfect our craft of personalized financial planning with our team-based...  ...Vice President, Financial Advisor to join our team in Brookfield...  ...designation required (CFP, CPA, MBA, etc.) ~ Series... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Brookfield, WI
    4 days ago
  • A leading financial institution is seeking a Financial Advisor for its Advisor Development Program. This role involves working with high-net worth clients, identifying financial needs, and recommending tailored investment solutions. Candidates should have Series 7 and... 

    Bank of America

    Waukesha, WI
    4 days ago
  •  ...Landmark Credit Union in Waukesha, Wisconsin, is seeking a customer-focused professional for a financial service position. The ideal candidate will assist members with various financial products and ensure exceptional service. This role requires strong communication skills... 

    Landmark Credit Union

    Waukesha, WI
    1 day ago
  • Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Waukesha, WI
    4 days ago
  • $24 per hour

    A reputable community bank in Pewaukee is seeking a Personal Banker to develop client relationships and manage financial products. The ideal candidate will have effective sales ability and exceptional customer service skills. This full-time position offers a starting pay... 
    Full time

    North Shore Bank

    Pewaukee, WI
    2 days ago
  • Why a Great Opportunity Competitive Compensation Great Benefits Package Professional Growth & Stability Innovative Training Programs Direct Hire About the area: Pawling is a village in Dutchess County, New York. It is part of the Poughkeepsie-Newburgh-Middletown, ...
    Permanent employment
    Full time
    Local area

    NPAworldwide

    Waukesha, WI
    4 days ago
  • $61k - $250k

     ...Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships... 

    Northwestern Mutual

    Pewaukee, WI
    22 hours ago
  •  ...J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients, from those just starting to save to high-net-worth individuals. The role emphasizes building relationships and delivering personalized investment solutions... 

    Wisconsin Psychiatric Association

    Delafield, WI
    1 day ago
  •  ...DR Power LLP in Waukesha, WI is seeking a Training Operations Planner to convert forecasted demands into executable training schedules. The successful candidate will manage scheduling conflicts and ensure effective communication of finalized training schedules. A Bachelor... 

    DR Power LLP

    Waukesha, WI
    3 days ago
  • Generac in Waukesha, Wisconsin is seeking a Supply Planning Manager to oversee inventory planning, production scheduling, and logistics management. The successful candidate will have 3-5 years of experience in supply planning within a CPG environment and a Bachelor's degree...

    Generac

    Waukesha, WI
    3 days ago
  •  ...A leading credit union in Waukesha is seeking a Mortgage Loan Officer to provide personalized financial services and originate mortgage loans. The ideal candidate should have at least 5 years of experience in mortgage lending, excellent interpersonal skills, and a customer... 

    Summit Credit Union

    Waukesha, WI
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Fee-Only Financial Advisor | Wealth Planner (CFP/CFA). Be the first to apply!