Wealth Planner

Position Overview

At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services and pursuing sustainable growth. As an Associate Financial Planner, you will support our financial advisors in delivering exceptional financial planning services by preparing financial plans, conducting research, and contributing to our internal continuing education initiatives.

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.
• Support advisors in client meetings.
• Contribute to the growth of departmental practices and strategies.
• Collaborate with team members and other departments to improve systems and drive new business opportunities.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-5 years of experience in a financial planning or paraplanning role.
• Strong analytical skills with the ability to interpret financial data.
• Excellent communication and interpersonal skills for a client-facing role.
• Ability to work independently and collaboratively in a fast-paced environment.
• Detail-oriented with strong organizational skills.

Preferred Qualifications

• Completion of or progress toward professional certifications such as CFP (Certified Financial Planner).
• Proficient in financial planning software (e.g., eMoney, MoneyGuidePro).

Benefits & Perks

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support