Company Overview:
At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team.
Job Description:
You will be a primary financial planner for our largest team with $1B in assets and play a major role in one of our firm’s largest initiatives: increasing wallet share. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced advisors and business leaders in the wealth management field.
Salary: $120,000 - $140,000
Reports to: Director, Financial Planning
Key Responsibilities:
- Lead the preparation of financial plans, including gathering and analyzing client data
- Work closely with both advisors and clients, including presentation of financial plans
- Conduct wallet share analysis and ensure we have proper visibility into clients’ financial lives
- Maintain and convey knowledge of industry trends, regulations, and financial products
- Ensure compliance with all legal and regulatory requirements
- Support advisors in client meetings.
- Contribute to the growth of departmental practices and strategies
- Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities
Qualifications & Skills:
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- CFP (Certified Financial Planner) designation required
- 3-5+ years of prior experience in a financial planning or paraplanning role is highly desirable
- Strong analytical skills with the ability to interpret financial data
- Excellent communication and interpersonal skills (this is a client-facing role)
- Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred.
- Ability to work independently and as part of a team in a fast-paced environment
- Detail-oriented with strong organizational skills
- Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role
Why Join Us?
- Competitive compensation structure
- 401(k) Plan with Employer matching
- Employer health savings account
- Medical & vision insurance
- Continuing education support
- Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.