Senior Wealth Planner - Fiduciary HNW Clients
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-16
Listing for:
Madison Professional Group
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Madison Professional Group is seeking an experienced Financial Planner in Dallas, Texas, to join a growing wealth management firm. This client-facing role requires strong expertise in retirement, tax, estate, and investment planning to assist high-net-worth individuals effectively.
The ideal candidate will have a minimum of 5 years of financial planning experience, be comfortable leading planning conversations, and possess excellent communication skills. The firm offers a competitive salary and comprehensive benefits, working within a planning-first fiduciary environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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