What are the responsibilities and job description for the Private Wealth Advisor position at Madison Professional Group?
Overview
We are partnering with a highly respected Registered Investment Advisor (RIA) seeking an experienced Private Wealth Advisor to step into an established book of ultra-high-net-worth (UHNW) client relationships.
This role is ideal for a relationship-driven advisor who thrives in a planning-first, team-based environment. You will be supported by a dedicated financial planning and investment team, allowing you to focus on delivering comprehensive advice, deepening client relationships, and driving long-term outcomes.
Key Responsibilities
- Serve as the primary point of contact for an established book of UHNW clients, delivering a high-touch, white-glove client experience
- Take full ownership of client relationships, including:
- Preparing meeting agendas
- Managing ongoing client communication
- Ensuring follow-through on all action items
- Conduct comprehensive financial planning reviews, including retirement, estate, tax, and multi-generational planning strategies
- Partner with internal financial planning and investment teams to analyze complex financial data and deliver tailored recommendations
- Implement and oversee investment strategies and financial plans aligned with client goals
- Collaborate with business development on prospective client meetings, including presenting the firm’s value proposition and helping convert opportunities (no self-sourcing required)
- Participate in weekly wealth management meetings and bi-weekly departmental strategy sessions
- Provide thoughtful, empathetic guidance—recognizing the emotional and behavioral aspects of financial decision-making
Qualifications
- Bachelor’s degree in finance, Business, Accounting, Financial Planning, or related field required
- Advanced degree strongly preferred (MBA, MS Finance, CPA, CAIA, etc.)
- CFP® designation preferred
- Series 65 license required (or ability to obtain within 90 days of employment)
- Minimum 5 years of experience in financial services, with direct exposure to UHNW clients
- Demonstrated experience in: Advanced financial planning, Tax-aware strategies and Estate and legacy planning
- Strong communication and interpersonal skills, with the ability to build trust and navigate complex client conversations
- Solid knowledge of capital markets and investment strategies, with the ability to translate insights into client-facing recommendations
- Experience working with custodial platforms such as Charles Schwab or Fidelity Investments
- Strong technical acumen with financial planning software (eMoney, MoneyGuidePro, or similar)
- Collaborative mindset with the ability to work effectively within a team-based advisory model
What Sets This Opportunity Apart
- Established book of business—step into existing client relationships
- No requirement to self-source clients; supported by dedicated business development efforts
- Robust internal infrastructure, including financial planning and investment support teams
- Opportunity to work with sophisticated UHNW clients on complex planning needs
- Team-oriented culture focused on delivering a best-in-class client experience
Benefits
- Employer-paid health, dental, and vision insurance (individual coverage)
- Competitive compensation structure aligned with experience and production
- Long-term growth and leadership opportunities within the firm
About Madison Professional Group
Madison Professional Group (MPG) is a third-party recruiting firm specializing in connecting financial professionals with leading firms across the wealth management industry.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.