Lead Wealth Manager for HNW/UHNW Path
madison professional groupHouston (TX)
Lead Wealth Manager for HNW/UHNW Path
Posted 22 days ago
madison professional groupHouston (TX)
SENIORITY
Senior
About the role
Madison Professional Group is seeking an experienced Wealth Manager to lead advisory services for sophisticated clients in a planning-first environment. This role focuses on serving as the primary relationship manager and designing comprehensive financial plans and investment strategies for high-net-worth individuals and families. You will join a growth-oriented wealth management team, supported by planning, investment, and business development professionals, enabling you to deliver
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.