Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology. Backed by Y Combinator, a16z and South Park Commons.
About the role
As a wealth advisor, you’ll work directly with clients in Des Moines collaborating on their most important financial decisions, as well as partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs. You care deeply about your clients’ outcomes and find yourself asking how you can spend more time advising and building business and less time on the back office.
What they're looking for
- 3-5+ years of experience advising HNW+
- Required accreditation (Series 65, CFP, or equivalent)
- A client service mindset
More about this role
Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
As a wealth advisor, you’ll work directly with clients in Des Moines collaborating on their most important financial decisions, as well as partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs. You care deeply about your clients’ outcomes and find yourself asking how you can spend more time advising and building business and less time on the back office. You have worked with HNW and UHNW individuals and hold required accreditation (CFP, CPA, Series 65, etc.). You want to access and influence the next generation of tools for providing better planning and advice to your clients.
Act with Ownership – We take full responsibility for our decisions, pride in our contributions, and accountability for our impact.
Deliver with Velocity – We move with focus and purpose,...
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