Financial Planning Associate
Company: Jmg Financial Group Ltd.
Location: Downers Grove
Posted on: January 7, 2022
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 firstname.lastname@example.org. 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
Keywords: Jmg Financial Group Ltd., Downers Grove , Financial Planning Associate, Accounting, Auditing , Downers Grove, Illinois
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