Wealth Management Advisor

Madison Partners; United States; Remote; USD 100,000 - 300,000; Full time

Benefits offered by this job

Competitive W-2 compensation

Warm leads provided

Comprehensive benefits package

Professional development opportunities

Job summary

A growing wealth management firm in the United States seeks an experienced Wealth Management Advisor to enhance client relationships and deliver personalized financial advice. This role offers a modern work environment and stability with competitive compensation ranging from $100,000 to $300,000 based on your performance and existing client base. The ideal candidate will have a proactive mindset, professional licenses, and a clean compliance record. You will have access to marketing and operational support with a focus on technology-driven solutions.

Qualifications

• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• Active licenses required for your state and CFP.
• Strong planning and communication skills required.

Responsibilities

• Meet with clients to understand goals and financial needs.
• Build tailored financial plans covering various areas.
• Present clear recommendations to clients.
• Manage ongoing client relationships.
• Stay organized using planning and CRM tools.
• Work with internal teams for support.

Skills

Experience as a Financial Advisor or Wealth Advisor

Strong planning and communication skills

Comfortable presenting advice

Growth mindset

Clean compliance record

Education

Active licenses for state and CFP

CFP, CFA, or similar credential

Job description

Overview

Join Madison Partners as a Wealth Management Advisor role. The 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.

Base Pay Range

$100,000.00/yr - $300,000.00/yr

What Makes This Role Different

• A steady flow of warm leads (about 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.

Preferred

• CFP, CFA, or similar credential.

What You’ll Receive

• Competitive W‑2 compensation with a clear OTE path of 150–300k based on production and relationship growth.
• Around 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.

Work Location

Remote

Job Type

Full‑time

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance, Sales, and Strategy/Planning

Highly Desirable

• Do you have clients that would follow you to Madison Partners? If so, what about of AUM?
• Do you have a clean U4? If not, explain why?

Application

Apply here: https://themadisonpartners.online/apply