Composition Wealth is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received multiple awards and has been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

What You’ll Do

As an Emerging Wealth Advisor you will take ownership of client relationships, drive foundational financial strategies, and execute solutions that help individuals and families in the early stages of their wealth journey achieve their financial goals. As an advisor with Composition, you will be at the forefront of financial planning, using best-in-class tools and industry expertise to deliver tailored, results-driven advice.

Responsibilities

Cultivate deep, long-term client relationships by delivering comprehensive financial guidance, including investment analysis, strategic financial planning, tax optimization, charitable giving, and estate strategies.
Develop and execute financial plans by analyzing client data, identifying opportunities, and implementing strategies for cash flow, investments, and risk management.
Deliver insightful recommendations that help clients make informed financial decisions, presenting plans with clarity and confidence.
Manage portfolio strategies by monitoring investments, identifying rebalancing opportunities, and optimizing tax efficiency.
Own client meetings by crafting agendas, leading discussions, and driving follow-through on key action items.
Drive business growth by identifying new planning opportunities, optimizing internal processes, and contributing to firm-wide initiatives.
Champion client success by proactively seeking ways to enhance their financial journey and delivering a seamless, high-touch advisory experience.

Desired Skills and Experience

Series 65 required.
CFP required or ability to obtain within one year of hire.
3+ years of industry experience in a client facing role working with individuals and families.
Bachelor’s or Master’s Degree.
Experience with eMoney or other financial planning tools preferred.
Highly motivated, the affinity towards a self-starting work environment, and a sense of humor.
Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

As an Advisor with Composition Wealth, you will be provided with:

A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.
A comprehensive, modular planning process embedded into the digital client experience.
Access to best-of-breed technology and open architecture structure of services and products.
Professionally developed marketing, business development, and succession planning resources.
Direct equity participation in the firm’s collective growth.

This role does not require a pre-existing book of business to be considered for the position—our firm provides the resources, support, and client pipeline necessary for success. However, if you have an established client base, we welcome the opportunity to integrate your book of business seamlessly into our firm, ensuring continuity and growth for both you and your clients.

At Composition Wealth, we foster a supportive, advisor-focused environment that allows us to concentrate on helping clients write the next chapter in their financial story and ultimately achieve their life goals. If you want to carve your own path while sharing our vision, we invite you to join us.

Let’s compose success together.

Why Work at Composition Wealth?

A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.
We are an advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.
We built our firm to put our client’s best interest first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:
Competitive compensation structure
401(k) Plan
Employer health savings account
Medical & vision insurance
Continuing education support
Salary range for this role: $100,000 - $130,000

Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Composition Wealth

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