Associate Financial Planner — Growth in Wealth Management

Composition Wealth; Seattle (WA); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) Plan with Employer matching

Health savings account

Medical & vision insurance

Continuing education support

Composition Wealth is passionate about

Job summary

Composition Wealth in Seattle seeks an Associate Financial Planner to support advisers, prepare plans, analyze client data, and help maintain financial plans. You will assist in preparing and maintaining financial plans, conducting research, and helping our team with internal continuing education.

This role is ideal for someone looking to develop their career in financial planning while working alongside experienced professionals.

Qualifications

• Bachelor's degree in finance-related field.
• CFP certification in progress preferred.
• 3+ years in financial planning or paraplanning.
• Strong analytical skills to interpret financial data.
• Excellent communication and interpersonal skills (client-facing).
• Proficient in financial planning software (eMoney, MoneyGuidePro, etc.).
• Ability to work independently and as part of a team in a fast-paced environment.
• Composition Wealth does not provide immigration-related sponsorship for this role.

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.

Skills

Client communication

Attention to detail

Analytical skills

Team collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

CFP certification in progress

Tools

eMoney

MoneyGuidePro

Job description

Composition Wealth in Seattle seeks an Associate Financial Planner to support advisers, prepare plans, analyze client data, and help maintain financial plans. You will assist in preparing and maintaining financial plans, conducting research, and helping our team with internal continuing education.

This role is ideal for someone looking to develop their career in financial planning while working alongside experienced professionals.