Wealth Planning Associate

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

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 Associate Financial 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 effort 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 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.

Qualifications & Skills:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.
• 3+ 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 skills.
• Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Why Join Us?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.