Private Wealth Management Advisor

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 ResponsibilitiesServe as a primary point of contact for a high-net-worth client base, managing inbound calls, emails, and proactive outreachPartner closely with the lead advisor/Wealth Management Advisor (WMA) to deliver comprehensive financial planning and investment strategiesConduct client preparation and participate in meetings related to life events, generational wealth, and long-term planningSupport and help lead annual review processes and ongoing client contact strategyExecute complex service requests with precision, including:Trust and estate planning coordinationTax-aware investment strategiesRetirement income planningAsset allocation discussionsBrokerage and portfolio adjustmentsAssist in implementing and maintaining customized financial plans for ultra-high-net-worth clientsEnsure a seamless, high-touch client experience aligned with white-glove service expectationsClient Profile & EnvironmentUltra-high-net-worth client base ($10MM+ minimum relationships)Highly relationship-driven—clients often view their advisory team as an extension of their familyDynamic, fast-paced, and deadline-driven environment requiring exceptional attention to detail and responsivenessQualificationsSeries 7 and Series 66 requiredMinimum 5+ years of experience in wealth management or private wealthBachelor’s degree preferredCFP® designation a plus (not required)Exceptional communication skills—professional, polished, and highly client-facingProven ability to manage complex client needs and deliver a high level of serviceStrong organizational skills with the ability to multitask in a fast-paced environmentCompensation & StructureBase salary range: $97,500 – $130,000 (flexibility based on experience)25% annual bonus opportunity (aligned to branch performance)Equity/share eligibilityBased in the Overland Park / Kansas City marketAdditional InsightStrong leadership and mentorship under an established branch leaderIdeal for individuals who want to deepen their exposure to complex planning and UHNW client relationshipsAbout Madison Professional GroupMadison 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.