SVP / VP Wealth Advisor

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

Seasoned wealth advisor role focusing on advising high-net-worth clients, collaborating with the technology team to enhance planning tools, and scaling client relationships. You’ll balance direct client guidance with strategic product input, leveraging an entrepreneurial mindset to drive business growth within a high-growth digital family office environment backed by a proprietary platform.

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FursaFursa
Compound
Compound
1 year ago

SVP / VP Wealth Advisor

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Last checked: 6 hours agoStatus: Live

Job Summary

Seasoned wealth advisor role focusing on advising high-net-worth clients, collaborating with the technology team to enhance planning tools, and scaling client relationships. You’ll balance direct client guidance with strategic product input, leveraging an entrepreneurial mindset to drive business growth within a high-growth digital family office environment backed by a proprietary platform.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Work directly with clients to understand and collaborate on their most important financial decisions.
  • •Partner with the technology team to continuously innovate the product roadmap to meet client needs.
  • •Balance advisory work with business development to drive revenue growth and minimize back-office time.
  • •Engage with and support HNW+ clients, applying fiduciary standards to planning and investment strategies.
  • •Leverage the firm’s proprietary digital platform to enhance client experience and outcomes.

Key Requirements

  • •3-5+ years of experience advising HNW+
  • •Required accreditation (Series 65, CFP, or equivalent)
  • •An entrepreneurial mindset
Experience:3-5 yearsWealth managementFinance
Skills:CommunicationRelationship managementProblem-solving
Certifications:CFPSeries 65
Languages:English

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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