# Wealth Advisor at Compound

- Company: Compound
- What the company does: 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.
- Company website: https://withcompound.com/
- Type: Startups (AI role)
- Level: Mid level
- Location: Remote
- Work setup: Remote
- Posted: 2025-04-11
- Apply by: 2026-10-12
- Apply: https://jobs.ashbyhq.com/compound/1865cf9f-6b1c-46ad-a876-5359fea21fbf
- Page: https://www.1752.vc/careers/jobs/compound-wealth-advisor/

## 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

Tags: Wealth Management