Lead Wealth Manager for HNW/UHNW Clients—Ownership Path

Madison Professional Group; Houston (TX); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

401k contributions

Medical/dental/vision

HSA contributions

Paid holidays

Life & disability insurance

Professional development

Ownership potential

Job summary

Madison Professional Group is seeking an experienced Wealth Manager to lead advisory services for sophisticated clients in a planning-first environment. This role focuses on serving as the primary relationship manager and designing comprehensive financial plans and investment strategies for high-net-worth individuals and families.

You will join a growth-oriented wealth management team, supported by planning, investment, and business development professionals, enabling you to deliver

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Financial Planning, or related field.
• 5+ years of wealth management or financial services experience.
• Experience advising HNW/UHNW clients and delivering comprehensive financial planning.
• Series 65 required or ability to obtain within 90 days.
• Strong knowledge of financial planning, investments, tax-aware strategies, estate, and retirement planning.
• Strong executive presence, emotional intelligence, and relationship-management skills.

Responsibilities

• Serve as lead advisor for established HNW/UHNW client relationships.
• Lead client meetings and present financial plans, investment performance, and recommendations.
• Develop and implement comprehensive financial plans and investment strategies.
• Manage client cases, communications, and follow-through from planning through implementation.
• Collaborate with planning, investment, and support teams to deliver an exceptional client experience.
• Lead qualified prospective client meetings generated by business development and help convert new relationships.

Skills

Wealth management

HNW/UHNW clients

Relationship management

Executive presence

Education

Bachelor’s degree in Finance, Business, Accounting, Financial Planning, or related field

Job description

Madison Professional Group is seeking an experienced Wealth Manager to lead advisory services for sophisticated clients in a planning-first environment. This role focuses on serving as the primary relationship manager and designing comprehensive financial plans and investment strategies for high-net-worth individuals and families.

You will join a growth-oriented wealth management team, supported by planning, investment, and business development professionals, enabling you to deliver