Wealth Manager

Wealth Manager at Madison Professional Group Wealth Manager at Madison Professional Group in Plano, Texas Posted in 6 days ago.

Type:

full-time

Job Description:

Our client, a well-established and growing wealth management firm in Frisco, is seeking an experienced

• Wealth Manager
• to join their team.

This is a client-facing role focused on delivering comprehensive financial planning and hands-on account management for individuals and families. In this position, you will work directly with clients to build, manage, and optimize their financial plans using eMoney as the primary planning platform. You'll serve as a trusted advisor, providing holistic guidance while proactively managing their investment accounts and long-term financial strategies. Key Responsibilities

• Develop and deliver comprehensive financial plans using eMoney for clients
• Manage client investment accounts and provide ongoing portfolio oversight
• Conduct regular client review meetings to assess goals, risk tolerance, and progress
• Provide personalized advice on retirement planning, investment strategies, tax-efficient planning, estate coordination, and cash flow management
• Proactively communicate with clients and ensure exceptional service and relationship management
• Collaborate with internal planning and investment teams to deliver seamless support
• Monitor portfolios and recommend adjustments based on changing client needs and market conditions Experience & Credentials
• 3-7+ years of experience in wealth management or financial planning
• Series 65 required or 66 a plus
• Hands-on experience with
• eMoney
• financial planning software (required)
• Proven track record of working directly with clients on financial planning and account management
• Strong understanding of investment management, retirement planning, and holistic wealth strategies
• CFP® designation preferred
• Bachelor's degree in Finance, Business, or related field preferred What Sets This Opportunity Apart
• Planning-Focused Role
• : Heavy emphasis on financial planning using eMoney
• Client Portfolio Ownership
• : Direct responsibility for managing and growing client relationships and accounts
• Collaborative Environment
• : Work alongside experienced professionals in a supportive team setting
• Growth Opportunity
• : Join a stable, growing firm in the thriving Frisco market
• Work-Life Balance
• : Professional office environment with structured client service focus Compensation & Benefits
• Competitive base salary
• Performance-based incentives
• Ongoing professional development support
• Long-term career growth potential About Madison Professional Group Madison Professional Group is a boutique executive search and recruiting firm specializing in the wealth management and financial services industry. We maintain strong partnerships with a diverse portfolio of leading firms
• including independent RIAs, hybrid platforms, wirehouses, regional broker-dealers, and family offices
• across the country. Our consultative, confidential approach focuses on aligning top talent with the right cultural and strategic fit. If you're interested in this Wealth Manager opportunity in Frisco
• or simply open to a confidential conversation about your career goals
• we'd welcome the chance to connect.