About us:
Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for 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.
About this role:
As a wealth advisor, you’ll work both directly with clients in solving their most important financial problems as well as support senior advisors. 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 likely have worked with HNW and UHNW individuals and some 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.
You should have:
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2+ years of experience advising HNW+
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Relevant accreditation (Series 65, CFP, or equivalent)
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Desire to make an impact on the tools you work with
You should be:
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Self-starting, with the ability to work independently
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High energy
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Strategically focused and business-minded
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Comfortable in a high-growth environment and at ease with change
Working at Compound
Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize to protect your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Compound Planning is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation:
Our associate advisors are compensated on a salary range commensurate with experience and location.
Top Skills
What We Do
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more.
We support your goals and help you make better financial decisions so you can focus on what matters most.
With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
