Wealth Advisor • Mid-Level

Who you are

You have 3-5+ years of experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, demonstrating a deep understanding of their unique financial needs and goals. Your required accreditation, such as CFP, CPA, or Series 65, showcases your commitment to providing top-tier financial advice. You possess a client service mindset, always prioritizing your clients' outcomes and seeking ways to enhance their experience. You are eager to access and influence the next generation of tools that will enable you to provide better planning and advice to your clients.

You embody the values of Compound Planning, acting with ownership and taking full responsibility for your decisions. You deliver with velocity, ensuring meaningful progress for your team and the company. Your innovative spirit drives you to apply best practices while creatively solving the toughest challenges. You execute with grit, showing up and doing the work, regardless of the obstacles that may arise.

What you'll do

As a Wealth Advisor at Compound Planning, you will work directly with clients in Des Moines, collaborating on their most important financial decisions. You will leverage your expertise to guide clients through complex financial landscapes, ensuring they make informed choices that align with their goals. Partnering with our technology team, you will continuously innovate our product roadmap to meet the evolving financial needs of your clients, enhancing their overall experience with our services.

You will be responsible for building strong relationships with clients, understanding their unique situations, and providing tailored financial advice. Your role will involve regular communication with clients, helping them navigate their financial journeys and addressing any concerns they may have. You will also play a key role in identifying opportunities for improvement within our services, contributing to the ongoing development of our proprietary digital platform.

What we offer

At Compound Planning, we pride ourselves on being a high-growth digital family office that values diversity and inclusion. We offer a collaborative work environment where you can thrive and make a meaningful impact on our clients' lives. Our team consists of seasoned financial advisors, technologists, tax professionals, and operators, all dedicated to delivering a magical experience to our clients. We encourage you to apply even if your experience doesn't match every requirement, as we believe in the power of diverse perspectives to drive innovation and success.