Private Wealth Advisor

Madison Professional Group; Houston (TX); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Long-term career growth

Job summary

Madison Professional Group seeks a Private Wealth Advisor to manage an established UHNW client portfolio and deliver sophisticated financial planning.

You will lead client meetings, present tailored strategies, and coordinate with planning and investment professionals to implement recommendations. The role emphasizes team collaboration, ongoing client service, and long-term relationship building.

Qualifications

• 5+ years advising high-net-worth or UHNW clients.
• CFP® required; advanced degree or designation is a plus.
• Series 65 required.
• Strong expertise in comprehensive financial planning, tax-aware strategies, estate and investment management.

Responsibilities

• Serve as primary advisor for an established UHNW client portfolio.
• Lead client meetings and manage ongoing communication and follow-through.
• Deliver comprehensive financial planning across retirement, tax, estate, and investments.
• Collaborate with planning and investment professionals to tailor recommendations.
• Assist business development with client meetings and presentations (no self-sourcing).
• Participate in team meetings and uphold a planning-first, collaborative culture.

Skills

Relationship management

Financial planning

Succinct communication

Client presentations

Education

Bachelor's degree in Finance/Business/Accounting/Financial Planning

CFP certification

MBA/CPA/CAIA (plus)

Tools

Schwab

Fidelity

eMoney

MoneyGuidePro

Job description

Madison Professional Group has partnered with a highly respected Registered Investment Advisor (RIA) seeking an experienced Private Wealth Advisor to step into an established book of ultra-high-net-worth (UHNW) client relationships.

This is an exceptional opportunity for a relationship-driven advisor who enjoys comprehensive financial planning and long-term client relationships. Supported by an experienced financial planning and investment team, you'll focus on delivering sophisticated advice rather than building a book from scratch.

Key Responsibilities

• Serve as the primary advisor for an established portfolio of UHNW client relationships.
• Lead client meetings, manage ongoing communication, and ensure seamless follow-through.
• Deliver comprehensive financial planning, including retirement, tax, estate, investment, and multi-generational wealth strategies.
• Partner with internal planning and investment professionals to develop customized recommendations.
• Collaborate with business development on prospective client meetings and presentations (no self-sourcing required).
• Participate in team meetings and contribute to a collaborative, planning-first culture.

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Financial Planning, or related field.
• CFP® required; advanced degree or professional designation (MBA, CPA, CAIA, etc.) is a plus.
• Series 65 required.
• 5+ years of experience advising high-net-worth or ultra-high-net-worth clients.
• Strong expertise in financial planning, tax-aware strategies, estate planning, and investment management.
• Experience with custodians such as Schwab or Fidelity and financial planning software such as eMoney or MoneyGuidePro.
• Exceptional communication, relationship management, and client presentation skills.

Why Join This Team?

• Established UHNW client relationships—no cold prospecting or self-sourcing.
• Dedicated financial planning, investment, and business development support.
• Opportunity to advise sophisticated clients with complex planning needs.
• Collaborative, team-based culture focused on exceptional client service.
• Competitive compensation, comprehensive benefits, and long-term career growth.

About Madison Professional Group

Madison Professional Group is a boutique executive search firm specializing in Wealth Management, Financial Services, Family Offices, Accounting, and Legal recruiting. We partner with leading firms across the country to connect exceptional professionals with opportunities where they can build meaningful careers and make a lasting impact through a consultative, relationship-first approach.