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Financial Planner / Wealth Advisor

We are a fee-only Registered Investment Advisor (RIA) dedicated to delivering fiduciary advice, personalized planning, and independent investment management. While our foundation is built on fee-only planning, we also offer solutions to support commission-based accounts and insurance services for comprehensive client care. Our firm is collaborative, growth-focused, and committed to long-term, trust-based client relationships.


We are looking for an experienced and growth-minded Financial Planner / Wealth Advisor to join our Columbia, MD office. This role involves taking over and servicing a portion of our existing client base, while also bringing over your own clients for continued service under our firm. The right candidate is passionate about building deep client relationships, thrives in a high-integrity team environment, and is seeking long-term partnership potential.

Client Service & Relationship Management

  • Serve as the primary advisor for a book of firm-assigned clients, providing proactive planning and regular review meetings.
  • Seamlessly transition your existing clients to our platform with full support from our team.
  • Build and deepen client relationships through consistent communication, education, and personalized service.
  • Maintain detailed client records, workflows, and meeting notes in Salesforce CRM.
  • Collaborate with our operations team to execute client requests and follow-up with precision.

Financial Planning & Investment Advisory

  • Deliver comprehensive financial planning, covering retirement, tax strategy, estate planning, insurance, education funding, and more.
  • Recommend and implement tailored investment strategies aligned with each client’s goals and risk profile.
  • Open and manage accounts through Fidelity and Schwab custodial platforms.
  • Facilitate contributions, distributions, account transfers, and related investment operations.
  • Utilize AdvicePay for financial planning billing and documentation.

Compliance & Licensing

  • Follow all firm compliance protocols and contribute to a culture of transparency and accountability.
  • Maintain appropriate state and federal licensing; insurance licensure is a plus.
  • CFP® designation is strongly preferred (or actively working toward it).

Equal Opportunity Employer:
We are proud to be an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

  • Bachelor’s degree in finance, accounting, economics, or a related field.
  • Minimum 3–5 years of experience as a client-facing financial advisor.
  • Proven ability to manage client relationships independently.
  • Existing book of business preferred (support provided for transition).
  • Strong interpersonal, analytical, and communication skills.
  • Tech-savvy with experience using Salesforce CRMFidelitySchwab, and financial planning tools (e.g., eMoney or similar).

  • Free lunch every day (yes, really).
  • Fully stocked snacks and beverages.
  • 100% employer-paid health insurance (medical, dental, vision).
  • Frequent team travel to our offices in Los Angeles and Seattle for collaboration and culture-building.
  • Competitive compensation structure: base salary + revenue share.
  • Opportunity for equity or long-term partnership for the right candidate.
  • 401(k) plan with company match.
  • Ongoing professional development and education support.

Work Environment:

  • High-performance, team-first culture.
  • Flexible hybrid work schedule.
  • Supportive infrastructure for advisors to do their best work and grow.

Average salary estimate

$80000 / YEARLY (est.)
min
max
$60000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Planner / Wealth Advisor, Composition Wealth

Are you an ambitious and dedicated Financial Planner / Wealth Advisor looking for your next big opportunity? Join our dynamic team as we strive to deliver fiduciary advice and personalized planning at our fee-only Registered Investment Advisor (RIA) firm. Located in Columbia, MD, we are on a mission to help our clients achieve their financial dreams while fostering long-term, trust-based relationships. In this role, you will manage a portfolio of existing clients, providing regular planning and guidance, while also bringing your own clientele into the fold. Our collaborative and growth-focused environment is perfect for someone who thrives in a team setting and is eager to deepen client relationships through education and proactive communication. You'll enjoy benefits like free daily lunches, health insurance coverage, and opportunities for equity or long-term partnership. If you have a passion for finance, fantastic interpersonal skills, and want to join a supportive team that values integrity, we would love to hear from you! Our firm prides itself on maintaining high compliance standards, so having or actively pursuing your CFP® designation is a strong plus. With a flexible hybrid work schedule and a culture that prioritizes professional development, the Financial Planner / Wealth Advisor role at our firm isn't just a job – it’s a chance to thrive in your career. Come grow with us!

Frequently Asked Questions (FAQs) for Financial Planner / Wealth Advisor Role at Composition Wealth
What are the primary responsibilities of a Financial Planner / Wealth Advisor at our firm?

As a Financial Planner / Wealth Advisor with our firm, you will serve as the primary advisor for an assigned client base, conducting proactive planning and regular review meetings. You will also seamlessly transition your existing clients to our platform, build deep client relationships through personalized service, and collaborate with our operations team to fulfill client requests.

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What qualifications do I need to apply for the Financial Planner / Wealth Advisor position?

To qualify for the Financial Planner / Wealth Advisor position, candidates should have a Bachelor’s degree in finance, accounting, economics, or a related field, along with a minimum of 3–5 years of experience as a client-facing financial advisor. A CFP® designation is strongly preferred, or you should be actively working towards it. An existing book of business will be beneficial for this role.

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What kind of support does the firm provide for Financial Planners / Wealth Advisors?

Our firm offers a collaborative environment with a supportive infrastructure that enables Financial Planners / Wealth Advisors to perform at their best. You'll receive assistance transitioning your existing clients, access to robust financial planning tools, and the ability to engage in ongoing professional development. Additional perks include a hybrid work schedule and comprehensive benefits.

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How does the compensation structure work for Financial Planners / Wealth Advisors?

The compensation structure for the Financial Planner / Wealth Advisor role combines a competitive base salary with a revenue share model. Moreover, exceptional candidates may have opportunities for equity or long-term partnership, positioning you for future growth within the firm.

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What is the work culture like for Financial Planners / Wealth Advisors at our firm?

Our work culture is characterized by a high-performance and team-first attitude. We emphasize collaboration and value diversity, ensuring that all Financial Planners / Wealth Advisors feel included and supported. With frequent team travel to different offices and a strong focus on professional development, we're committed to helping you thrive.

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Common Interview Questions for Financial Planner / Wealth Advisor
Can you describe your client relationship management process as a Financial Planner?

When discussing client relationship management, focus on your proactive approach to communication, ensuring regular review meetings, and your ability to tailor financial plans according to individual client needs. Highlight how you maintain detailed records and use Salesforce CRM to track your interactions.

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What strategies do you use for creating personalized financial plans?

For creating personalized financial plans, emphasize your analytical skills and your understanding of various financial aspects such as retirement, tax strategies, and risk profiles. Discuss tools you've used in the past and how you involve clients in the planning process for their financial goals.

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How do you stay updated on financial regulations and compliance requirements?

Explain that you stay updated on financial regulations and compliance through continuous education, attending relevant workshops, and being part of professional networks. Highlight your commitment to maintaining high integrity and transparency in client dealings.

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Tell me about a time you successfully transitioned a client to a new investment strategy.

Share a specific example of a successful client transition, focusing on your communication approach, the rationale behind the new strategy, and how you supported the client throughout the process to ensure trust and understanding.

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What role does technology play in your financial planning practice?

Discuss the essential financial tools you utilize, such as financial planning software or CRM systems. Explain how technology enhances your efficiency in client management and enables you to offer more personalized service and data-driven strategies.

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How do you handle difficult conversations with clients regarding their financial situations?

Emphasize the importance of empathy, transparency, and clear communication when dealing with tough conversations. Provide examples of how you approach sensitive topics while always prioritizing the client's best interests.

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What is your approach to building long-term relationships with clients?

Discuss how you prioritize regular communication, education, and personalized service to foster trust and long-lasting relationships. Share examples of client success stories that demonstrate the impact of your relationship-building efforts.

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Describe a challenging goal you set as a Financial Planner and how you achieved it.

Focus on a specific challenge you faced, your strategies for overcoming it, and the resulting positive outcomes. Highlight your determination and ability to adapt to achieve your goal.

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How do you plan to bring your existing clients into our firm?

Discuss your strategy for transitioning clients, emphasizing open communication and trust-building. Share how you’ll ensure a smooth handover while highlighting the unique benefits and value of your new firm.

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What are your long-term career aspirations as a Financial Planner / Wealth Advisor?

Outline your long-term career objectives, whether they involve progressing into a leadership position, gaining further qualifications, or deepening your expertise in specific areas of financial planning. Express your eagerness to contribute to the firm's growth as well.

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Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
MATCH
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TEAM SIZE
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HQ LOCATION
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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 20, 2025

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