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Composition Wealth · 1 week ago

Senior Wealth Planning Associate

Seattle, WA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Composition Wealth is a dedicated team of financial professionals committed to providing comprehensive wealth management services. They are seeking a skilled and detail-oriented Associate Financial Planner to support financial advisors in delivering exceptional financial planning services to clients.

FinanceFinancial Services

No H1B

Hiring Manager

Stacey Smith

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

Qualification

CFP certificationFinancial planning experienceBachelor's degreeAnalytical skillsFinancial planning softwareCommunication skillsOrganizational skillsTeamwork