Senior Financial Planner

Madison Professional Group is partnering with a growing independent wealth management firm seeking an experienced Financial Planner to join its team.

This is a highly client-facing role working with executives, business owners, and high-net-worth individuals. The ideal candidate has extensive experience building and delivering comprehensive financial plans and is comfortable leading planning conversations across retirement, tax, estate, investment, and risk management strategies.

• Develop and deliver comprehensive financial plans
• Lead client meetings and planning discussions
• Conduct cash flow, retirement, and scenario analysis
• Collaborate with CPAs, attorneys, and other professionals
• Monitor and update client plans as circumstances evolve

• CEPA preferred
• 5+ years of financial planning experience
• Demonstrated experience creating and presenting comprehensive financial plans
• Strong knowledge of retirement, tax, estate, and investment planning
• Client-facing experience with affluent or high-net-worth clients preferred
• Series 65 preferred
• Experience with Wealthbox E-money, Wealthbox, Holistiplan, , Biz Equity, Jump AI

• Planning-first, fiduciary environment
• Sophisticated client base of executives and business owners
• Collaborative team culture
• Competitive base salary, bonus, and participation in planning fee revenue
• 401(k) with match, PTO, and comprehensive benefits

If you enjoy financial planning and want to make a meaningful impact on clients’ financial lives, we would welcome a confidential conversation.