Senior Financial Planner

Our client serves high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, executives, and business owners. While the firm’s long-term focus is on the ultra-high-net-worth market, many of its longstanding client relationships have investable assets ranging from $2 million to $10 million , requiring a planner who is comfortable serving clients across both segments. The Financial Planner will partner closely with the advisory team to deliver comprehensive financial planning services for existing clients. This is a planning-first role designed to deepen client relationships through sophisticated financial planning, wealth management strategies, and an exceptional client experience. Key Responsibilities Gather, organize, and maintain client financial information, including investment accounts, income, expenses, tax returns, insurance policies, estate planning documents, and held-away assets. Develop, update, and maintain comprehensive financial plans that reflect each client’s goals, assumptions, and changing financial circumstances. Present financial plans and recommendations directly to clients in a clear, thoughtful, and actionable manner. Partner with advisors to identify planning opportunities and strengthen long-term client relationships. Coordinate planning strategies with clients’ CPAs, estate planning attorneys, and other trusted professional advisors. Assist with retirement planning, tax-efficient wealth strategies, estate planning, charitable giving, business succession planning, and investment planning. Maintain accurate client records and planning documentation within eMoney and Salesforce CRM. Help develop and improve scalable planning processes, workflows, and best practices to enhance the overall client experience. Stay current on financial planning strategies, tax legislation, investment trends, and industry best practices. Candidate Qualifications & Experience Licenses & Professional Designations CPA, JD, CTFA, CEPA, or Wealth Strategist designation is a plus. FINRA Series 7 and Series 66, or Series 7 with Series 65/63. Experience Five or more years of financial planning and wealth management experience. Experience serving High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. Demonstrated ability to build and present comprehensive financial plans while collaborating with an advisory team. eMoney Technical Expertise Strong financial planning, investment, and wealth management knowledge, including experience or familiarity with: Advanced income tax planning, including Roth conversions, NIIT, AMT, Qualified Business Income (QBI), and stock compensation. Estate and gift tax planning, including trusts, GRATs, ILITs, and lifetime exemption strategies. Business owner and succession planning, including QSBS and entity structuring. Charitable and legacy planning. Concentrated stock and equity compensation strategies. Working collaboratively with clients’ outside CPAs, estate planning attorneys, and other professional advisors. Professional Skills Excellent relationship management and communication skills. Strong analytical and problem-solving abilities. Process-oriented with the ability to develop, document, and implement scalable planning and operational workflows. Highly organized with exceptional attention to detail and follow-through. Collaborative, client-first mindset. Passion for delivering an exceptional client experience. High degree of professionalism, discretion, and confidentiality given the sensitive nature of client, family, and business information. About Madison Professional Group Madison Professional Group is a boutique executive search and recruiting firm specializing exclusively in Wealth Management, Financial Services, Family Office, and Accounting leadership. We partner with RIAs, private wealth management firms, broker-dealers, and family offices nationwide to identify exceptional professionals who align with each firm’s culture, values, and long-term vision. #J-18808-Ljbffr