Wealth Planner

A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast-growing, investment firm with an award-winning cultureComposition 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.Location: SeattleJob Type: Full-timeReports to: Director, Financial PlanningCompany 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 Wealth 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 efforts 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 provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.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 clients’ best interests 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 addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:Competitive compensation structure401(k) PlanEmployer health savings accountMedical & vision insuranceContinuing education supportSalary range for this role: $120,000 - $140,000Composition Wealth is passionate about its people. We invest a lot of time, energy, and resources in them, and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship for this role (e.g., H-1B, TN, STEM OPT, etc.).Take the First StepFirst Name *Last Name *Email *Phone numberLink to LinkedIn ProfileAre you authorized to work in the U.S.? *YesNo #J-18808-Ljbffr

Created: 2025-10-08