Senior UHNW Wealth Planner

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 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.