Senior Wealth Advisor

Composition Wealth, LLC.; Columbia (MD); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Daily company-sponsored lunches

Networking events

Continuing education support

401(k) Plan

Employer health savings account

Medical & vision insurance

Job summary

A growing investment advisory firm is seeking a Senior Wealth Advisor to join their Columbia, MD team. The ideal candidate will have over 5 years of experience working with high-net-worth individuals and be responsible for providing tailored financial planning and investment advice. They will work in a supportive environment with access to cutting-edge technology and resources. This role offers a competitive salary range of $150,000–$200,000, along with numerous benefits including 401(k), health insurance, and continuing education support.

Qualifications

• 5+ years of industry experience in a client-facing role with high-net-worth clients.
• Ability to develop business through various channels.
• A portable book of business is required.

Responsibilities

• Provide financial planning and investment advice to high-net-worth clients.
• Develop and maintain client relationships.
• Utilize support systems for compliance and marketing.

Skills

Client relationship management

Business development

Compliance knowledge

Self-motivated

Financial planning

Education

Bachelor’s or Master’s Degree

CFP certification

Series 65

Job description

A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast-growing, investment firm with an award-winning culture

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 currently looking for an experienced Senior Wealth Advisor to join our dynamic team in Columbia, MD. Our platform offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest-growing firms in California.

As an Advisor with Composition Wealth, you will be provided with:

• A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.
• A comprehensive, modular planning process baked into the digital client experience.
• Access to best-of-breed technology and an open architecture structure of services and products.
• Professionally developed marketing, business development, and succession planning resources.
• Direct equity participation in the firm’s collective growth.

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 required
• CFP required or ability to obtain within one year of hire
• A portable book of business is required
• Proven track record of developing business successfully through traditional and digital channels
• 5+ years of industry experience in a client-facing role working with high-net-worth individuals
• Strong compliance record
• Highly motivated, with an affinity towards a self-starting work environment, and a sense of humor

Most importantly, we are looking for an advisor who is ambitious, passionate about their work, has a great attitude, and wants to be part of a team culture that values everyone’s contribution.

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 daily company-sponsored in-office lunches, 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 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 for this role: $150,000 – $200,000

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.