SVP / VP Wealth Advisor jobs in United States
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Compound · 2 months ago

SVP / VP Wealth Advisor

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
date3+ years exp

Compound is a high growth digital family office catering to entrepreneurs, professionals, and retirees. The Wealth Advisor role involves working directly with clients on financial decisions and collaborating with the technology team to innovate product offerings.

AdviceAsset ManagementFinancial ServicesTax ConsultingWealth Management

Responsibilities

Work directly with clients collaborating on their most important financial decisions
Partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs
Access and influence the next generation of tools for providing better planning and advice to your clients

Qualification

HNW advising experienceCFP accreditationSeries 65 accreditationEntrepreneurial mindset

Required

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

Company

Compound

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Compound Planning is your digital family office — a single place to manage your taxes, investments, borrowing and more.
dateFounded in 2022
location
San Francisco, California, USA
people-size51-200 employees
web-link
https://compoundplanning.com

Funding

Current Stage
Growth Stage

Leadership Team

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Alex Farman- Farmaian
Co-Founder & Co-CEO
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Christian Haigh
Executive Chairman
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Recent News

Pulse 2.0
Compound Planning: Activity Monitor Launched For AI-Based Operating System For Financial Advisors
2025-09-21
Pulse 2.0
Compound Planning: $4 Billion In AUM Surpassed
2025-08-19
Business Wire
Compound Planning Achieves 269% Growth, Crosses $4 Billion in AUM
2025-08-13
Company data provided by crunchbase