Client-Centered Wealth Planning Advisor

Madison Professional Group; United States; On-site; USD 138,000 - 148,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

Job summary

Madison Professional Group seeks a Financial Planning Specialist to join its wealth management platform. You will deliver proactive, personalized financial planning and integrated solutions, deepening client relationships beyond traditional reviews in a tech-enabled advisory model.

You will work with an established client base on retirement readiness, tax-efficient planning, estate considerations, and ongoing financial priorities, leveraging tools to model scenarios and drive implementation.

Qualifications

• Minimum 5 years of financial services experience.
• FINRA Series 7 and Series 66 required.
• Ability to obtain insurance licenses within 90 days of hire.

Responsibilities

• Prepare for and conduct scheduled virtual planning meetings.
• Review client plans, portfolios, and goals to identify planning opportunities.
• Proactively reach out to clients for planning conversations beyond annual reviews.
• Lead planning conversations around retirement readiness, income, taxes, estate planning, and healthcare.
• Use planning tools to model scenarios and develop personalized recommendations.
• Connect investment strategy to clients' broader financial plan and long-term objectives.
• Coordinate with internal specialists when needed.
• Move clients from planning conversations to implementation.
• Manage appointments, preparation, outreach, implementation, and follow-up.
• Maintain documentation within the advisory platform.

Skills

Client-facing advisory

Financial planning

Relationship development

Investment management

Tax planning

Job description

Madison Professional Group seeks a Financial Planning Specialist to join its wealth management platform. You will deliver proactive, personalized financial planning and integrated solutions, deepening client relationships beyond traditional reviews in a tech-enabled advisory model.

You will work with an established client base on retirement readiness, tax-efficient planning, estate considerations, and ongoing financial priorities, leveraging tools to model scenarios and drive implementation.