Financial Advisor

Madison Professional Group; Houston (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Tuition reimbursement for CFP pursuit

Comprehensive benefits

Job summary

Madison Professional Group partners with a nationally respected wealth management firm to connect experienced financial professionals with Houston clients. The role focuses on delivering advice, building client relationships, and creating comprehensive financial plans for retirement, investments, and estate planning.

You’ll work with a collaborative team, supported by leading planning tools and ongoing coaching, while benefiting from established client opportunities and a strong national brand.

Qualifications

• Active FINRA Series 7 license.
• Series 66 or Series 63 and 65.
• Experience working with high-net-worth or affluent clients.
• Financial planning and investment advisory experience.
• Experience building and managing book or business.
• CFP® professionals are encouraged to apply, and advisors pursuing their CFP® may be eligible for tuition reimbursement.

Responsibilities

• Help clients build retirement income strategies.
• Develop comprehensive financial plans.
• Discuss estate and legacy planning.
• Navigate life transitions.
• Provide ongoing advice to deepen client relationships.

Skills

Active FINRA Series 7 license

Series 66/63 and 65

High-net-worth client experience

Financial planning

Investment advisory experience

Education

CFP designation preferred

Tools

CRM software

Planning tools

Job description

Imagine Spending More Time Advising Clients—and Less Time Finding Them.

What would your business look like if you could focus on building meaningful client relationships instead of constantly prospecting for your next appointment?

If you've built your career helping clients navigate retirement, investments, and life's biggest financial decisions—but you're feeling burned out by the pressure of generating new business through cold calls, seminars, or endless networking, we should talk.

Madison Professional Group is partnering with one of the nation's most respected wealth management firms to identify experienced Financial Consultants throughout the Houston market. This opportunity is designed for advisors who want to spend more time delivering advice, strengthening client relationships, and creating comprehensive financial plans while being supported by a nationally recognized organization.

Why Advisors Explore This Opportunity

Many advisors reach a point in their careers where they ask themselves:

• What if I could spend more time advising and less time prospecting?
• What if I had access to a steady flow of client opportunities instead of building every relationship from scratch?
• What if I had the support, technology, and brand recognition to focus on delivering exceptional financial advice?
• What if I could continue growing professionally without having to transition my existing book of business?

In this role, your primary responsibility is helping clients make informed financial decisions—not spending your day chasing new assets.

You'll work with clients to:

• Build retirement income strategies.
• Develop comprehensive financial plans.
• Discuss estate and legacy planning.
• Navigate life transitions.

You'll become a trusted advisor who helps clients simplify complex financial decisions while building relationships that often span generations.

A Different Way to Grow

This is not a transactional sales environment.

Instead, you'll have the opportunity to deepen existing client relationships, uncover additional planning opportunities, and provide ongoing advice that makes a lasting impact.

You'll collaborate with experienced planning, investment, and product specialists who share a common goal—delivering an exceptional client experience.

Who Thrives Here

The advisors who are most successful are naturally curious, relationship-driven, and passionate about financial planning.

They enjoy educating clients.

They ask thoughtful questions.

They build trust instead of pushing products.

They understand that every client has unique goals, and they take pride in creating personalized financial strategies.

Qualifications

We're interested in speaking with professionals who have:

• Active FINRA Series 7 license.
• Series 66 or Series 63 and 65.
• Experience working with high-net-worth or affluent clients.
• Financial planning and investment advisory experience.
• Experience building and managing book or business.

CFP® professionals are encouraged to apply, and advisors pursuing their CFP® may be eligible for tuition reimbursement.

What You'll Gain

• Opportunity to focus on financial planning instead of constant prospecting.
• Established client opportunities.
• Industry-leading technology and planning tools.
• Nationally recognized brand.
• Ongoing coaching and professional development.
• Collaborative culture focused on advisor success.
• Competitive compensation and comprehensive benefits.
• Clear career progression and leadership opportunities.

Locations

• Houston/Galleria
• Baybrook/Clear Lake
• Champions
• The Woodlands

Madison Professional Group specializes in connecting experienced financial professionals with leading wealth management firms across the country. Every conversation is handled with the utmost discretion and confidentiality.