What are the responsibilities and job description for the Senior Financial Planner position at Madison Professional Group?
Financial Planner | Frisco, TX
Madison Professional Group is partnering with a growing independent wealth management firm seeking an experienced Financial Planner to join its team.
This is a highly client-facing role working with executives, business owners, and high-net-worth individuals. The ideal candidate has extensive experience building and delivering comprehensive financial plans and is comfortable leading planning conversations across retirement, tax, estate, investment, and risk management strategies.
Responsibilities
- Develop and deliver comprehensive financial plans
- Lead client meetings and planning discussions
- Conduct cash flow, retirement, and scenario analysis
- Collaborate with CPAs, attorneys, and other professionals
- Monitor and update client plans as circumstances evolve
Qualifications
- CFP® designation required
- CEPA preferred
- 5 years of financial planning experience
- Demonstrated experience creating and presenting comprehensive financial plans
- Strong knowledge of retirement, tax, estate, and investment planning
- Client-facing experience with affluent or high-net-worth clients preferred
- Series 65 preferred
- Experience with Wealthbox E-money, Wealthbox, Holistiplan, Wealth.com, Biz Equity, Jump AI
What You'll Find
- Planning-first, fiduciary environment
- Sophisticated client base of executives and business owners
- Collaborative team culture
- Competitive base salary, bonus, and participation in planning fee revenue
- 401(k) with match, PTO, and comprehensive benefits
If you enjoy financial planning and want to make a meaningful impact on clients' financial lives, we would welcome a confidential conversation.
About Madison Professional Group
Madison Professional Group specializes in connecting top talent with leading firms across the wealth management and financial services industry.
We partner with a portfolio of RIAs, boutique wealth management firms, hybrid platforms, and national organizations to help professionals identify opportunities that align with their long-term career goals.
If you are interested in learning more about this opportunity—or simply exploring what may be available in today's market—we welcome a confidential conversation.
Salary : $120,000 - $140,000