Wealth Advisor (Remote)

Madison Partners, Inc.; Madison (WI); Remote; USD 120,000 - 300,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Paid training

Job summary

Madison Partners, Inc. is seeking experienced Wealth Advisors to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.

A steady flow of warm leads and modern tools support you in client conversations and planning. You will meet with clients to understand goals, build tailored plans across investments, retirement, tax strategy, insurance, and long-term planning, and present clear recommendations while managing ongoing

Qualifications

• Active licenses required for your state and CFP.
• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• Strong planning and communication skills.
• Clean compliance record and $15+ million AUM that will follow you during a transition.

Responsibilities

• Meet with prospective and existing clients to understand goals, priorities, and financial needs.
• Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning.
• Present clear recommendations and guide clients through decisions in a simple, understandable way.
• Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change.
• Stay organized and compliant using planning, CRM, and portfolio tools.
• Work with internal team for onboarding, service, and operations support.

Skills

Client relationships

Communication skills

Growth mindset

Team collaboration

Education

CFP credential

CFA credential

Tools

Planning tools

CRM

Portfolio tools

Job description

Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model that helps advisors spend more time with people and less time chasing tasks.

We’re expanding and looking for experienced Wealth Advisors who want to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.

What Makes This Role Different

• A steady flow of warm leads (400 per year per advisor) so you can stay focused on client conversations, not cold prospecting.
• Modern tools, efficient processes, and a marketing engine designed to give advisors a real edge.
• W-2 stability with high earning potential and room to grow as the firm scales.

What You’ll Do

• Meet with prospective and existing clients to understand goals, priorities, and financial needs.
• Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning.
• Present clear recommendations and guide clients through decisions in a simple, understandable way.
• Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change.
• Stay organized and compliant using our planning, CRM, and portfolio tools.
• Work with our internal team for onboarding, service, and operations support.

What We’re Looking For

• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• Active licenses required for your state and CFP
• Strong planning and communication skills.
• Comfortable presenting advice to a wide range of clients and keeping relationships over time.
• A growth mindset and interest in working with a firm that uses modern marketing, automation, and planning tools.
• Clean compliance record.
• $15+ million AUM that will follow you during a transition.

Preferred

• CFP, CFA, or similar credential.

What You’ll Receive

• Competitive W-2 compensation with a clear OTE path of $120,000–$300,000 based on production and relationship growth.
• 400 warm leads per year to accelerate client acquisition.
• Marketing, tech, and operations support that removes friction from your day-to-day.
• High-quality planning systems, CRM, and portfolio tools.
• Benefits package: health, dental, vision, 401(k) options, paid time off, and professional development.
• A modern culture that values speed, growth, transparency, and doing right by clients.

Who Thrives Here

Advisors who are relationship-driven, proactive, and excited about using technology to work efficiently. You enjoy connecting with clients, explaining plans clearly, and building long-term trust without needing to reinvent the prospecting wheel.

Job Type: Full-time

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Paid training

Highly Desirable:

• Are you a CFP, CFA or have similar credentials?
• Do you have a clean U4? If not, explain why?