Financial Planner

What Makes This Role DifferentA steady flow of warm leads (400 per year per advisor) so you can stay focused on client conversations, not cold prospecting.Modern tools, efficient processes, and a marketing engine designed to give advisors a real edge.W-2 stability with high earning potential and room to grow as the firm scales. Benefits401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offPaid training What You’ll DoMeet 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. What We’re Looking ForExperience 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. Who Thrives HereAdvisors who are relationship-driven, proactive, and excited about using technology to work efficiently. You enjoy connecting with clients, explaining plans clearly, and building long-term trust without needing to reinvent the prospecting wheel. Broker-Dealer Registration Notice: Madison Partners is a Registered Investment Advisor (RIA) and is not affiliated with a broker-dealer. Advisors joining the firm who currently maintain FINRA broker-dealer registrations (such as the Series 7, 24, 79, or similar licenses) should understand these registrations cannot be maintained through Madison. Advisors wishing to preserve eligibility to reactivate these licenses in the future may qualify for FINRA's Maintaining Qualifications Program (MQP). We encourage candidates to review their licensing situation before accepting an offer.