Financial Planning Associate

Company: Jmg Financial Group Ltd.
Location: Downers Grove
Posted on: January 7, 2022

Job Description:

JMG Financial Group, Ltd. is one of the largest independently owned fee based financial planning firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals.JMG is seeking a full time financial planning associate. This individual should possess a Bachelors Degree in Personal Financial Planning, Finance, Accounting, or Business. The position requires basic knowledge of finance, income taxes, investments, asset allocation and estate planning concepts. Duties include assisting in developing client financial plans and analysis, data entry, executing and follow-up of investment transactions, tax return preparation, client correspondence and follow-up. The position requires computer skills with Microsoft Office, Lacerte, BNA, Tamarac and related research software. The applicant must have knowledge and interest in the financial planning industry and excellent time management skills with the ability to work effectively on multiple deadline-oriented projects. This individual will also need the skills to work effectively in teams as well as independently. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis. This is not a sales position. This is a support staff position with a planned career path progression.Overtime and full benefits are included. One to two years relevant experiencepreferred including relevant internships.Cover letter referring to this job posting is required. Faxes are acceptable at (630) 571-3821 or e-mail to employment@jmgfin.com. NO attachments. Include all relevant information in the body of the e-mail.NO phone calls please. JMG Financial Group, Ltd. is an equal opportunity employer.www.jmgfinancial.comby Jobble

Keywords: Jmg Financial Group Ltd., Downers Grove , Financial Planning Associate, Accounting, Auditing , Downers Grove, Illinois