Senior Wealth Advisor | Equity in Fast-Growing Firm

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

Benefits offered by this job

Lunch program

Networking events

Continuing education support

401(k) Plan

Employer health savings account

Medical & vision insurance

Job summary

Composition Wealth, LLC in Columbia, MD is seeking a Senior Wealth Advisor to join our fast-growing, award-winning firm. You will manage relationships with high-net-worth families, provide integrated financial planning and investment guidance, and expand the firm’s client base.

We offer a dedicated support ecosystem, access to leading technology, bold growth opportunities, and equity participation. Requirements include a Bachelor's or Master's degree, Series 65, CFP or ability to obtain within a

Qualifications

• 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 with high-net-worth individuals
• Strong compliance record
• Highly motivated, with an affinity towards a self-starting work environment, and a sense of humor

Skills

Series 65

CFP

Book of business

HNW client experience

Compliance

Self-motivated

Team oriented

Education

Bachelor's degree

Master's degree

Job description

Composition Wealth, LLC in Columbia, MD is seeking a Senior Wealth Advisor to join our fast-growing, award-winning firm. You will manage relationships with high-net-worth families, provide integrated financial planning and investment guidance, and expand the firm’s client base.

We offer a dedicated support ecosystem, access to leading technology, bold growth opportunities, and equity participation. Requirements include a Bachelor's or Master's degree, Series 65, CFP or ability to obtain within a