SVP | VP Wealth Advisor

As a wealth advisor, you’ll work directly with clients in solving their most important financial problems as well as partner with our technology team to shape the roadmap and provide feedback on our existing tools. 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:

5+ years of experience advising HNW+
Relevant accreditation (Series 65, CFP, or equivalent)
Desire to make an impact on the tools you work with

You should be:

Self-starting, with the ability to work independently
High energy
Strategically focused and business-minded
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, ****** orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Compensation:

Our advisors are compensated on a grid commission structure.

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Seniority level
Executive
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Management

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