Financial Advisor

Imagine Spending More Time Advising Clients—and Less Time Finding Them.

What would your business look like if you could focus on building meaningful client relationships instead of constantly prospecting for your next appointment?

If you've built your career helping clients navigate retirement, investments, and life's biggest financial decisions—but you're feeling burned out by the pressure of generating new business through cold calls, seminars, or endless networking, we should talk.

Madison Professional Group is partnering with one of the nation's most respected wealth management firms to identify experienced Financial Consultants throughout the Houston market. This opportunity is designed for advisors who want to spend more time delivering advice, strengthening client relationships, and creating comprehensive financial plans while being supported by a nationally recognized organization.

Many advisors reach a point in their careers where they ask themselves:

• What if I could spend more time advising and less time prospecting?
• What if I had access to a steady flow of client opportunities instead of building every relationship from scratch?
• What if I had the support, technology, and brand recognition to focus on delivering exceptional financial advice?
• What if I could continue growing professionally without having to transition my existing book of business?

In this role, your primary responsibility is helping clients make informed financial decisions—not spending your day chasing new assets.

You'll work with clients to:

• Build retirement income strategies.
• Develop comprehensive financial plans.
• Discuss estate and legacy planning.
• Navigate life transitions.

You'll become a trusted advisor who helps clients simplify complex financial decisions while building relationships that often span generations.

This is not a transactional sales environment.

Instead, you'll have the opportunity to deepen existing client relationships, uncover additional planning opportunities, and provide ongoing advice that makes a lasting impact.

You'll collaborate with experienced planning, investment, and product specialists who share a common goal—delivering an exceptional client experience.

The advisors who are most successful are naturally curious, relationship-driven, and passionate about financial planning.

They enjoy educating clients.

They ask thoughtful questions.

They build trust instead of pushing products.

They understand that every client has unique goals, and they take pride in creating personalized financial strategies.

We're interested in speaking with professionals who have:

• Active FINRA Series 7 license.
• Series 66 or Series 63 and 65.
• Experience working with high-net-worth or affluent clients.
• Financial planning and investment advisory experience.
• Experience building and managing book or business.

CFP® professionals are encouraged to apply, and advisors pursuing their CFP® may be eligible for tuition reimbursement.

• Opportunity to focus on financial planning instead of constant prospecting.
• Established client opportunities.
• Industry-leading technology and planning tools.
• Nationally recognized brand.
• Ongoing coaching and professional development.
• Collaborative culture focused on advisor success.
• Competitive compensation and comprehensive benefits.
• Clear career progression and leadership opportunities.

• Houston/Galleria
• Baybrook/Clear Lake
• Champions
• The Woodlands

Madison Professional Group specializes in connecting experienced financial professionals with leading wealth management firms across the country. Every conversation is handled with the utmost discretion and confidentiality.