Wealth Advisor

Summary

Join Compound Planning, a rapidly growing digital family office managing over \$3B in assets, as a Wealth Advisor. Collaborate directly with high-net-worth clients on crucial financial decisions. Partner with our technology team to enhance our platform and cater to evolving client needs. You will focus on advising and business development, minimizing back-office tasks. Ideal candidates possess experience with HNW and UHNW individuals and hold necessary accreditations (CFP, CPA, Series 65, etc.). This role offers a revenue-based compensation structure and the chance to utilize cutting-edge tools to improve client planning and advice. Compound Planning values ownership, velocity, intentional innovation, and grit.

Requirements

• 3-5+ years of experience advising HNW+
• Required accreditation (Series 65, CFP, or equivalent)
• An entrepreneurial mindset

Responsibilities

• Work directly with clients collaborating on their most important financial decisions
• Partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs

Benefits

Our advisors are compensated on a revenue based structure as part of their total package