Wealth Advisor - Remote

Posted 1 week ago

Finance / Legal

Full Time

USA

Entrepreneurial Mindset

Overview

As a Wealth Advisor at Compound Planning, you will collaborate directly with clients on their financial decisions while partnering with the technology team to innovate product offerings.

In Short

Work with HNW and UHNW clients.
Collaborate with technology team for product innovation.
Emphasize client outcomes and business growth.
Required accreditation: Series 65, CFP, or equivalent.
3-5+ years of relevant experience.
Act with ownership and accountability.
Deliver results with focus and purpose.
Innovate with intention to solve challenges.
Execute with grit and determination.
Compensation based on revenue structure.

Requirements

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

Benefits

Equal opportunity employer.
Commitment to diversity and inclusion.

Compound Planning

Compound Planning is a high-growth digital family office managing over $3 billion in assets under management (AUM). The company specializes in providing tailored financial services to entrepreneurs, professionals, and retirees. With a team of experienced financial advisors, technologists, tax professionals, and operators, Compound Planning is dedicated to delivering an exceptional client experience through a holistic approach and a proprietary digital platform. The firm values ownership, velocity, innovation, and grit, fostering a culture that emphasizes accountability and meaningful progress while continuously evolving its offerings to meet the needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

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