Senior Wealth Planner for High-Net-Worth Clients — Immediate Impact

Madison Professional Group; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Madison Professional Group seeks an experienced Wealth Management Advisor to join a growing North Texas team. You will step into an established book of business and serve as the primary advisor for high-net-worth clients, delivering holistic wealth management and long-term planning.

In a planning-first, collaborative environment, you will guide retirement, investment, tax‑efficient strategies, estate coordination, and ongoing financial advice while building durable client relationships and

Qualifications

• 3–5+ years of experience in wealth management or financial planning.
• Active Series 65 or 66 required.
• CFP® designation preferred (firm offers support to obtain).

Responsibilities

• Act as the primary relationship manager for an established portfolio of clients.
• Lead client review meetings and deliver personalized financial planning discussions.
• Develop and implement comprehensive, goal‑oriented financial plans.
• Provide guidance on retirement, investments, tax strategies, insurance, and estate planning.
• Cultivate long‑term client relationships through proactive communication and exceptional service.
• Collaborate with internal planning, investment, and operations teams to deliver seamless client experiences.
• Identify opportunities to deepen client relationships and enhance financial outcomes.

Skills

Client relationship management

Financial planning

Affluent client experience

Regulatory knowledge

Collaboration

Job description

Madison Professional Group seeks an experienced Wealth Management Advisor to join a growing North Texas team. You will step into an established book of business and serve as the primary advisor for high-net-worth clients, delivering holistic wealth management and long-term planning.

In a planning-first, collaborative environment, you will guide retirement, investment, tax‑efficient strategies, estate coordination, and ongoing financial advice while building durable client relationships and