Wealth Manager
Madison Professional Group, Milwaukee, WI, United States
This Wealth Manager opportunity is with a boutique,
multi-office Registered Investment Advisor (RIA)
that delivers comprehensive wealth management through a highly personalized, planning-first approach. The firm is deeply relationship-oriented, with a strong emphasis on
organic growth through a well-established referral network —positioning advisors to both serve and expand a high-quality client base across its office footprint.
The Wealth Manager serves as a cornerstone of the client experience, partnering with clients from onboarding through long-term success. This role is responsible for designing, implementing, and continuously refining sophisticated financial strategies while also
cultivating relationships that lead to new opportunities and long-term growth .
Key Responsibilities
Client Advisory & Relationship Management
Serve as the primary point of contact for assigned clients, building deep, long-term relationships
Lead client discovery, onboarding, and ongoing engagement with a high-touch, planning-first approach
Identify opportunities to
grow relationships through referrals and centers of influence
Collaborate across offices and teams to deliver a consistent, high-quality client experience
Translate financial plans into actionable strategies aligned with client goals
Financial Planning & Strategy
Own and maintain the firm’s financial planning platform for assigned clients
Gather, organize, and continuously update client financial data and assumptions
Prepare comprehensive financial plans and tailored recommendations
Develop and present client proposals independently or in collaboration with senior advisors, including:
Advisory account strategies
Life insurance and long-term care solutions
Client Implementation & Ongoing Management
Partner closely with Client Service Advisors to execute and implement client strategies
Ensure a seamless onboarding experience and ongoing service delivery
Monitor and proactively adjust client plans as goals, markets, and life circumstances evolve
Product Expertise & Thought Leadership
Provide due diligence and product expertise across advisory, insurance, and planning solutions
Contribute to the firm’s core areas of focus:
Holistic Financial Planning
Asset Management (Public & Private Markets)
Insurance Planning
Share insights and best practices across the firm’s multi-office platform
Qualifications & Experience
3–7+ years of experience in wealth management, financial planning, or advisory roles
Life & Health Insurance license required
Strong communication and relationship-building skills with a client-first mindset
Experience working in or collaborating across
multi-office or team-based environments
preferred
Experience with CRM and planning tools such as Salesforce, Orion, eMoney, or similar platforms
Familiarity with the EOS model is a plus
Demonstrated commitment to professional development and continuous learning
Compensation
Compensation includes a competitive
base salary, bonus, and profit-sharing , with long-term upside tied to both
client impact and relationship-driven growth .
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multi-office Registered Investment Advisor (RIA)
that delivers comprehensive wealth management through a highly personalized, planning-first approach. The firm is deeply relationship-oriented, with a strong emphasis on
organic growth through a well-established referral network —positioning advisors to both serve and expand a high-quality client base across its office footprint.
The Wealth Manager serves as a cornerstone of the client experience, partnering with clients from onboarding through long-term success. This role is responsible for designing, implementing, and continuously refining sophisticated financial strategies while also
cultivating relationships that lead to new opportunities and long-term growth .
Key Responsibilities
Client Advisory & Relationship Management
Serve as the primary point of contact for assigned clients, building deep, long-term relationships
Lead client discovery, onboarding, and ongoing engagement with a high-touch, planning-first approach
Identify opportunities to
grow relationships through referrals and centers of influence
Collaborate across offices and teams to deliver a consistent, high-quality client experience
Translate financial plans into actionable strategies aligned with client goals
Financial Planning & Strategy
Own and maintain the firm’s financial planning platform for assigned clients
Gather, organize, and continuously update client financial data and assumptions
Prepare comprehensive financial plans and tailored recommendations
Develop and present client proposals independently or in collaboration with senior advisors, including:
Advisory account strategies
Life insurance and long-term care solutions
Client Implementation & Ongoing Management
Partner closely with Client Service Advisors to execute and implement client strategies
Ensure a seamless onboarding experience and ongoing service delivery
Monitor and proactively adjust client plans as goals, markets, and life circumstances evolve
Product Expertise & Thought Leadership
Provide due diligence and product expertise across advisory, insurance, and planning solutions
Contribute to the firm’s core areas of focus:
Holistic Financial Planning
Asset Management (Public & Private Markets)
Insurance Planning
Share insights and best practices across the firm’s multi-office platform
Qualifications & Experience
3–7+ years of experience in wealth management, financial planning, or advisory roles
Life & Health Insurance license required
Strong communication and relationship-building skills with a client-first mindset
Experience working in or collaborating across
multi-office or team-based environments
preferred
Experience with CRM and planning tools such as Salesforce, Orion, eMoney, or similar platforms
Familiarity with the EOS model is a plus
Demonstrated commitment to professional development and continuous learning
Compensation
Compensation includes a competitive
base salary, bonus, and profit-sharing , with long-term upside tied to both
client impact and relationship-driven growth .
#J-18808-Ljbffr