Wealth Manager: Planning-Driven, Client-First Advisory

Madison Professional Group; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Madison Professional Group is partnering with an established wealth-management firm in the Houston market to identify an experienced Wealth Manager to join its advisory team. The role centers on developing comprehensive financial plans and guiding clients through investments, retirement, tax-efficient strategies, estate considerations, and cash-flow planning.

The ideal candidate combines technical planning capabilities with strong client-facing skills and a track record of working directly with

Qualifications

• Series 65 required; Series 66 also welcomed.
• Hands-on experience with eMoney financial planning software required.
• Strong understanding of comprehensive financial planning and investment management.
• Experience conducting client meetings and presenting financial recommendations.
• Knowledge of retirement, tax-efficient planning, estate considerations, investment strategy, and cash-flow planning.
• Bachelor’s degree in Finance, Business, or a related discipline preferred

Responsibilities

• Develop, present, and maintain comprehensive financial plans using eMoney.
• Lead client meetings and ongoing financial planning conversations.
• Manage client relationships with a high level of ownership, responsiveness, and follow-through.
• Provide guidance across retirement planning, investments, tax-efficient strategies, estate coordination, cash-flow planning, and other wealth-management needs.
• Oversee client investment accounts and provide ongoing portfolio monitoring.
• Identify new planning opportunities as client circumstances and objectives evolve.
• Evaluate risk tolerance, financial goals, liquidity needs, and long-term priorities.
• Coordinate with internal investment, planning, and client-service professionals to deliver a seamless client experience.
• Proactively communicate with clients and serve as a consistent point of contact for important financial decisions

Skills

Client-focused advisory skills

Strong communication

Financial planning

Investment knowledge

Relationship management

Education

Bachelor’s degree in Finance/Business

Tools

eMoney

Job description

Madison Professional Group is partnering with an established wealth-management firm in the Houston market to identify an experienced Wealth Manager to join its advisory team. The role centers on developing comprehensive financial plans and guiding clients through investments, retirement, tax-efficient strategies, estate considerations, and cash-flow planning.

The ideal candidate combines technical planning capabilities with strong client-facing skills and a track record of working directly with