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Senior Financial Planner

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Madison Professional Group
Full Time position
Listed on 2026-06-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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.

Responsibilities
  • 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
Qualifications
  • 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
What You’ll Find
  • 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.

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Position Requirements
10+ Years work experience
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