Job details

SVP Wealth Advisor

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About us:

Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

About this role:

As a wealth advisor, you’ll work directly with clients collaborating on their most important financial decisions, as well as partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs. 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 have worked with HNW and UHNW individuals and hold required 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 embody the Compound Planning Values:

Act with Ownership – We take full responsibility for our decisions, pride in our contributions, and accountability for our impact.
Deliver with Velocity – We move with focus and purpose, ensuring meaningful progress for our teams and company.
Innovate with Intention – We apply best practices where they work and focus our creativity on solving the toughest challenges.
Execute with Grit – We show up, do the work, and push through obstacles—because no task is beneath us.

You have:

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

Compensation:

Our advisors are compensated on a revenue based structure as part of their total package.

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, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Average salary estimate

$125000 / YEARLY (est.)

min

max

$100000K

$150000K

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What You Should Know About SVP Wealth Advisor, Compound Planning, Inc.

At Compound Planning, we are excited to welcome a talented SVP Wealth Advisor to join our dynamic team in Des Moines. With over $3 billion in assets under management, we are at the forefront of providing innovative financial solutions to entrepreneurs, professionals, and retirees. In this vital role, you'll collaborate directly with clients, guiding them through crucial financial decisions while also partnering with our tech team to refine our product offerings. Our aim is to create a magical experience for our clients, and your dedication to their success is paramount. If you're a seasoned advisor with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, and you hold the necessary credentials (like CFP, CPA, or Series 65), we want you on our team. We pride ourselves on embodying values such as ownership, velocity, intentional innovation, and gritty execution. Your entrepreneurial mindset will thrive here, as you’ll be empowered to influence the future tools that enhance our client advisory process. We believe in a revenue-based compensation structure which reflects your contributions, and we celebrate individuality, ensuring an inclusive workplace for all. Come and help us reshape the future of wealth management at Compound Planning!

Frequently Asked Questions (FAQs) for SVP Wealth Advisor Role at Compound Planning, Inc.

What are the primary responsibilities of the SVP Wealth Advisor at Compound Planning?

The SVP Wealth Advisor at Compound Planning plays a crucial role in guiding clients through significant financial decisions. You will work directly with high-net-worth and ultra-high-net-worth individuals, ensuring their financial strategies align with their life goals. Additionally, you will collaborate closely with our technology team to innovate and improve product offerings, keeping them in line with client needs.