Wealth Planner

4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.This range is provided by Composition Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$120,000.00/yr - $140,000.00/yrCompany 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 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.Key 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 meetingsContribute 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 pletion 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 position Wealth does not provideWhy Join Us?Competitive compensation structure401(k) Plan with Employer matchingEmployer health savings accountMedical & vision insuranceContinuing education supportComposition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionStrategy/Planning and FinanceReferrals increase your chances of interviewing at Composition Wealth by 2xInferred from the description for this job401(k)Medical insuranceGet notified about new Wealth Manager jobs in Seattle, WA.Seattle, WA $100,000.00-$130,000.00 5 days agoFinancial Advisor - Seattle, WA - 200k (base and bonus)Seattle, WA $75,000.00-$90,000.00 3 weeks agoGreater Seattle Area $43,500.00-$125,000.00 1 week agoBellevue, WA $43,500.00-$125,000.00 1 month agoGreater Seattle Area $43,500.00-$125,000.00 1 week agoRedmond, WA $43,500.00-$125,000.00 1 week agoBellevue, WA $88,000.00-$150,000.00 1 month agoKing County, WA $43,500.00-$125,000.00 1 week agoTacoma, WA $43,500.00-$125,000.00 1 week agoBellevue, WA $56,000.00-$72,000.00 1 week agoWealth Manager/Research Analyst - HNW/UHNWBellevue, WA $148,495.00-$174,700.00 6 days agoBellevue, WA $75,000.00-$125,000.00 1 month agoBellevue, WA $115,000.00-$140,000.00 2 weeks agoCommercial Banking Credit Analyst / Assistant Relationship ManagerSeattle, WA $75,000.00-$90,000.00 9 months agoSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Commercial Banking - Relationship ManagerSeattle, WA $120,000.00-$170,000.00 1 week agoBellevue, WA $150,000.00-$1,000,000.00 4 days agoCommercial Banking Relationship Manager - Middle MarketSeattle, WA $65,000.00-$225,000.00 1 month agoSeattle, WA $80,000.00-$100,000.00 6 days agoBellevue, WA $60,000.00-$100,000.00 2 weeks agoSeattle, WA $56,000.00-$72,000.00 1 hour agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-10-08