A Unique, Ground Floor Opportunity at Composition Wealth – an award-winning independent RIA with an amazing culture and national footprint.
Composition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
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 numbleness. We are seeking a skilled and detail-oriented Wealth Planning Associate to join our growing team.
You will support our financial advisors in delivering exceptional financial planning services to our clients. 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 professionals in the wealth management field.
Job Responsibilities
- Assist in the preparation of financial plans, including gathering and analyzing client data.
- Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.
- Maintain and convey knowledge of industry trends, regulations, and financial products.
- Work closely with financial advisors to implement and review client financial strategies.
- Ensure compliance with all legal and regulatory requirements. Supporting 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.
- Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.
- 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.
Why Work at Composition Wealth?
- We are an advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
- Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.
- We built our firm to put our client’s best interest first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
- In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:
- Competitive compensation structure
- 401(k) Plan
- Employer health savings account
- Medical & vision insurance
- Continuing education support
- Salary range: $100,000-$130,000
Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.