Note: The job is a remote job and is open to candidates in USA. The Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. They are seeking experienced Wealth Advisors to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support. The role involves meeting clients to develop tailored financial plans, managing ongoing relationships, and leveraging modern tools and marketing support.
Responsibilities
- Meet with prospective and existing clients to understand goals, priorities, and financial needs
- Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning
- Present clear recommendations and guide clients through decisions in a simple, understandable way
- Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change
- Stay organized and compliant using our planning, CRM, and portfolio tools
- Work with our internal team for onboarding, service, and operations support
Skills
- Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal)
- CFP, CFA or similar credentials
- Strong planning and communication skills
- Comfortable presenting advice to a wide range of clients and keeping relationships over time
- A growth mindset and interest in working with a firm that uses modern marketing, automation, and planning tools
- Clean compliance record
- $15+ million AUM that will follow you during a transition
- Clean U4. If not, explain why
Benefits
- 400 warm leads per year to accelerate client acquisition.
- Marketing, tech, and operations support that removes friction from your day-to-day.
- High-quality planning systems, CRM, and portfolio tools.
- Benefits package: health, dental, vision, 401(k) options, paid time off, and professional development.
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
Company Overview
Company H1B Sponsorship