Financial Planner: Deep Client Relationships & Planning

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

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.