SVP / VP Wealth Advisor

The role

You will work directly with clients collaborating on their most important financial decisions. You will partner with the technology team to innovate the product roadmap to meet clients' evolving financial needs.

What you will do

• Work directly with clients collaborating on their most important financial decisions
• Partner with the technology team to innovate the product roadmap

Required qualifications

• 3-5+ years of experience advising HNW+
• Required accreditation (Series 65, CFP, or equivalent)
• An entrepreneurial mindset

About the company

Compound Planning is a high growth digital family office with over $3B AUM. The team includes financial advisors, technologists, tax professionals, and operators.