Financial Planner

Madison Partners; United States; On-site; USD 120,000 - 300,000; Full time

Benefits offered by this job

Health benefits

401(k) options

Paid time off

Professional development

Job summary

Madison Partners is seeking experienced Wealth Advisors to join their team in the United States. As a Wealth Advisor, you will focus on building long-term client relationships and receive operational and lead-generation support. You will have a steady flow of warm leads and modern tools to maximize your efficiency.

The ideal candidate will have experience in financial advising, CFP or CFA credentials, and a strong ability to communicate effectively with clients. Competitive compensation includes a clear OTE path of $120,000–$300,000 based on your performance.

Qualifications

• Experience as a Financial Advisor or Wealth Advisor.
• Strong planning and communication skills required.
• $15+ million AUM that will follow during transition.

Responsibilities

• Meet with clients to understand their financial goals.
• Build tailored financial plans including investments.
• Manage ongoing client relationships and adjust plans.

Skills

Financial advising

Client relationship management

Strong communication

Planning skills

Education

CFP or CFA credentials

Tools

CRM systems

Financial planning software

Job description

The Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model that helps advisors spend more time with people and less time chasing tasks.

We’re expanding and looking for experienced Wealth Advisors who want to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.

What Makes This Role Different

• A steady flow of warm leads (400 per year per advisor) so you can stay focused on client conversations, not cold prospecting.
• Modern tools, efficient processes, and a marketing engine designed to give advisors a real edge.
• W-2 stability with high earning potential and room to grow as the firm scales.

What You’ll Do

• Meet with prospective and existing clients to understand goals, priorities, and financial needs.
• Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning.
• Present clear recommendations and guide clients through decisions in a simple, understandable way.
• Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change.
• Stay organized and compliant using our planning, CRM, and portfolio tools.
• Work with our internal team for onboarding, service, and operations support.

What We’re Looking For

• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• CFP, CFA or similar credentials.
• Strong planning and communication skills.
• Comfortable presenting advice to a wide range of clients and keeping relationships over time.
• A growth mindset and interest in working with a firm that uses modern marketing, automation, and planning tools.
• Clean compliance record.
• $15+ million AUM that will follow you during a transition.
• Clean U4. If not, explain why.

What You’ll Receive

• Competitive W-2 compensation with a clear OTE path of $120,000–$300,000 based on production and relationship growth.
• 400 warm leads per year to accelerate client acquisition.
• Marketing, tech, and operations support that removes friction from your day-to-day.
• High-quality planning systems, CRM, and portfolio tools.
• Benefits package: health, dental, vision, 401(k) options, paid time off, and professional development.
• A modern culture that values speed, growth, transparency, and doing right by clients.

Who Thrives Here

Advisors who are relationship-driven, proactive, and excited about using technology to work efficiently. You enjoy connecting with clients, explaining plans clearly, and building long-term trust without needing to reinvent the prospecting wheel.