Overview:
Our national client is seeking a highly polished and client-centric Wealth Management Advisor/Associate to support a Private Wealth Management (PWM) practice focused on ultra-high-net-worth relationships (typically $10MM+). This individual will play a critical role in delivering a high-touch, white-glove client experience while partnering closely with senior advisors to execute complex financial strategies.
This is an exceptional opportunity for someone who thrives in a fast-paced, detail-oriented environment and is looking to work with sophisticated clients across multi-generational wealth planning.
Key Responsibilities
- Serve as a primary point of contact for a high-net-worth client base, managing inbound calls, emails, and proactive outreach
- Partner closely with the lead advisor/Wealth Management Advisor (WMA) to deliver comprehensive financial planning and investment strategies
- Conduct client preparation and participate in meetings related to life events, generational wealth, and long-term planning
- Support and help lead annual review processes and ongoing client contact strategy
- Execute complex service requests with precision, including:
- Trust and estate planning coordination
- Tax-aware investment strategies
- Retirement income planning
- Asset allocation discussions
- Brokerage and portfolio adjustments
- Assist in implementing and maintaining customized financial plans for ultra-high-net-worth clients
- Ensure a seamless, high-touch client experience aligned with white-glove service expectations
Client Profile & Environment
- Ultra-high-net-worth client base ($10MM+ minimum relationships)
- Highly relationship-driven—clients often view their advisory team as an extension of their family
- Dynamic, fast-paced, and deadline-driven environment requiring exceptional attention to detail and responsiveness
Qualifications
- Series 7 and Series 66 required
- Minimum 5+ years of experience in wealth management or private wealth
- Bachelor’s degree preferred
- CFP® designation a plus (not required)
- Exceptional communication skills—professional, polished, and highly client-facing
- Proven ability to manage complex client needs and deliver a high level of service
- Strong organizational skills with the ability to multitask in a fast-paced environment
Compensation & Structure
- Base salary range: $97,500 – $130,000 (flexibility based on experience)
- 25% annual bonus opportunity (aligned to branch performance)
- Equity/share eligibility
- Based in the Overland Park / Kansas City market
Additional Insight
- Strong leadership and mentorship under an established branch leader
- Ideal for individuals who want to deepen their exposure to complex planning and UHNW client relationships
About Madison Professional Group
Madison Professional Group offers a portfolio of opportunities across independent RIAs, hybrid platforms, wirehouses, and boutique firms nationwide. Our approach is consultative and tailored focused on aligning each advisor or professional with opportunities that best support their long-term goals.
We believe the process should start with a conversation, not a commitment. Whether you are actively exploring or simply open to learning more, we welcome the opportunity to connect confidentially.
