Wealth Advisor

Compound
United States
Workplace: RemoteFull timeFunction: Consulting & AdvisoryExperience: 3-5 yearsSkills: ["Client service","Communication","Problem-solving"]

Wealth Advisor will partner with clients (HNW/UHNW) in Des Moines to advise on complex financial decisions, collaborate with a technology team to shape the product roadmap, and deliver proactive planning services through a holistic, client‑centric approach on a high‑growth digital family office platform.

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FursaFursa
Compound
Compound
1 year ago

Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Wealth Advisor will partner with clients (HNW/UHNW) in Des Moines to advise on complex financial decisions, collaborate with a technology team to shape the product roadmap, and deliver proactive planning services through a holistic, client‑centric approach on a high‑growth digital family office platform.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Advise clients on financial decisions for HNW/UHNW individuals, delivering personalized planning and guidance.
  • •Collaborate with the technology team to continuously improve the firm’s digital platform and planning tools.
  • •Proactively manage client relationships, ensuring high‑quality service and outcomes.
  • •Support business development by building trust with clients and expanding advisory relationships.
  • •Represent and embody the company values (ownership, velocity, innovation, grit) in day‑to‑day client interactions.

Key Requirements

  • •3-5+ years of experience advising HNW+
  • •Required accreditation (Series 65, CFP, or equivalent)
  • •A client service mindset
  • •Experience collaborating with technology teams to improve financial planning tools
  • •Strong commitment to ownership, velocity, intention, and grit (as reflected in company values)
Experience:3-5 yearsWealth managementFinancial planningHigh net worth
Skills:Client serviceCommunicationProblem-solving
Certifications:CFPSeries 65
Languages:English
Tech Stack:Financial planning software?

Company Brief

Compound
Compound Planning is a tech-enabled digital family office and wealth manager providing investment management, tax and estate planning, and advisor-facing technology to high-net-worth clients and financial advisors.
Industry: Wealth Management
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: New York, United States
Founded: 2022
Glassdoor
Glassdoor: 1.5
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