Wealth Strategist

Company Overview:

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 numerous awards and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also 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.

Job Description

The Wealth Strategist will support Composition Wealth’s advisors, clients, and broader wealth management teams across a range of estate planning, trust, tax, and wealth transfer matters. This role will involve analyzing complex planning issues, conducting legal and tax research, evaluating planning strategies, and helping translate sophisticated concepts into practical recommendations.

Successful candidates will have a strong academic and professional background, excellent analytical and communication skills, and a genuine interest in estate planning and wealth strategy. The Wealth Strategist will work closely with Financial Advisors, clients, outside attorneys, CPAs, and other professionals to identify planning opportunities and help clients understand the strategies available to them.

The ideal candidate will be comfortable working with high-net-worth and ultra-high-net-worth families and will bring sound judgment, intellectual curiosity, and the ability to explain complex concepts in clear, practical language. This individual will play an important role in expanding and enhancing Composition Wealth’s estate and wealth planning capabilities and in delivering a consistent, high-quality planning experience to our advisors and their clients.

Key Responsibilities

• Serve as a trusted partner and expert resource to Composition Wealth’s Financial Advisors and clients in the areas of estate planning, trust, tax, and wealth transfer matters.
• Work closely with Financial Advisors and relationship teams to identify planning opportunities and develop thoughtful strategies for high-net-worth and ultra-high-net-worth clients.
• Conduct research and analysis on estate, gift, income, and other tax matters, as well as broader wealth planning strategies.
• Review existing estate planning documents and identify potential issues, opportunities, and areas for further discussion with the client’s legal and tax advisors.
• Evaluate and compare alternative estate and wealth planning strategies based on a client’s goals, family circumstances, assets, and tax considerations.
• Translate complex legal, tax, and financial planning concepts into clear and understandable language for clients and advisors.
• Assist with client meetings and presentations, including explaining planning concepts and potential strategies.
• Collaborate with outside estate planning attorneys, CPAs, and other professional advisors to facilitate a coordinated planning process.
• Develop educational materials, presentations, and other resources to support advisor and client education.
• Help develop and improve processes, resources, and best practices that allow Composition Wealth to deliver planning services consistently and efficiently.
• Serve as a trusted internal resource and thought partner to Financial Advisors and other members of the wealth management team.
• Participate in advisor education, team meetings, client events, and other firmwide initiatives that support the growth of Composition Wealth’s planning capabilities.

Education & Experience

• J.D. from an accredited law school strongly preferred; candidates with significant estate planning, tax, or wealth planning experience may also be considered.
• Bachelor’s degree from an accredited university required.
• Experience in estate planning, trusts and estates, tax, wealth management, financial planning, or a related field preferred.
• Strong understanding of estate and gift tax concepts and wealth transfer strategies.
• Experience working with high-net-worth or ultra-high-net-worth individuals and families preferred.
• Experience working within a wealth management, financial advisory, law, accounting, or similar professional services environment preferred.
• Demonstrated ability to conduct sophisticated research and analyze complex issues.
• Strong interest in developing expertise across estate planning, taxation, and broader wealth strategy.

Skills & Qualifications

• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to both professionals and clients.
• Strong analytical, research, and problem-solving skills.
• Excellent judgment and attention to detail.
• Comfortable interacting with high-net-worth and ultra-high-net-worth individuals, Financial Advisors, attorneys, CPAs, and other professionals.
• Ability to build trust and credibility with clients and colleagues.
• Strong presentation and interpersonal skills.
• Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
• Curious, proactive, and intellectually engaged, with a desire to continually learn and develop.
• Team-oriented, collaborative, and willing to take ownership of projects and initiatives.
• Ability to identify opportunities for process improvement, standardization, and greater efficiency.
• Comfortable working independently while also knowing when to seek input or collaborate with others.
• Articulate, confident, and professional, with the ability to work effectively with a wide range of personalities and professional backgrounds.
• High level of integrity, professionalism, and commitment to client service.

Characteristics of a Successful Candidate

• Client-focused: Genuinely interested in helping families think through complex planning decisions and achieve their goals.
• Intellectually curious: Enjoys learning, researching difficult questions, and staying current on developments in estate planning and taxation.
• Practical: Able to move beyond technical analysis and translate planning concepts into practical recommendations.
• Collaborative: Builds strong relationships with advisors, clients, attorneys, CPAs, and other professionals.
• Proactive: Identifies issues and opportunities rather than waiting to be asked.
• Detail-oriented: Takes pride in producing thoughtful, accurate, and high-quality work.
• Growth-minded: Excited to contribute to a growing team and help build and improve the firm's planning capabilities.
• Strong communicator: Can discuss sophisticated planning concepts in a way that is clear, concise, and appropriate for the audience.
• Trusted professional: Demonstrates sound judgment, discretion, and unimpeachable ethical standards.
• 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.