Senior Financial Planner

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 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. #J-18808-Ljbffr Madison Professional Group