Wealth Manager

About the role

Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model that helps advisors spend more time with people and less time chasing tasks.

What Makes This Role Different

• A 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.

What You’ll Do

• 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.

What We’re Looking For

• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• Active licenses required for your state and CFP.
• 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.
• $20+ million AUM that will follow you during a transition.

Preferred

• CFP, CFA, or similar credential.

What You’ll Receive

• Competitive W-2 compensation with a clear OTE path of $120,000–$300,000 based on production and relationship growth.
• 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.
• A modern culture that values speed, growth, transparency, and doing right by clients.

Who Thrives Here

Advisors 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.

Job Type

Full-time

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training

Highly Desirable

• Are you a CFP, CFA or have similar credentials?
• Do you have a clean U4? If not, explain why?

APPLY TODAY. PLEASE INCLUDE RESUME.