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Senior Financial Planner — UHNW Wealth Strategy

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Energy Jobline ZR
Full Time position Listed on 2026-11-08
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 150000 - 180000 USD Yearly USD 150000.00 180000.00 YEAR

Job Description & How to Apply Below

Premier Path Wealth Partners is seeking an experienced Financial Planner to design comprehensive plans for high-net-worth clients, collaborating with wealth advisors, attorneys, CPAs, and other specialists. The role emphasizes technical planning, emotional intelligence, and client teamwork.

The position offers a hybrid schedule, a base salary between $150,000 and $180,000, and bonus potential based on performance and client outcomes, with strong support for ongoing education.

Step into the Senior Financial Planner — UHNW Wealth Strategy role at Energy Jobline ZR in Madison, WI, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Madison, WI, United States.

This opportunity is part of our work in Finance, Sales.

Position Requirements

10+ Years work experience
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