Senior Wealth Advisor — Equity & Growth at a Fast-Growing Firm

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 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.