Wealth Manager (Milwaukee)

Wealth Manager – Boutique, Multi-Office RIA | Planning-First, Relationship-Driven 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 Active Series 65 license (or equivalent) Life & Health Insurance license required CFP® or similar designation strongly preferred 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 . About Madison Professional Group At Madison Professional Group, we specialize in connecting top talent with leading firms across the wealth management and financial services landscape. We partner with a portfolio of firms—from wirehouses and hybrids to independent RIAs—providing professionals with a spectrum of opportunities aligned to their long-term goals. Whether you are actively exploring or simply open to understanding what’s possible, we believe in starting with a conversation. If you’re interested in learning more about this opportunity—or exploring how it may align with your career trajectory—we would welcome the opportunity to connect confidentially.