SVP / VP Wealth Advisor
Role Overview
As a senior-level wealth advisor, you will work directly with high-net-worth and ultra-high-net-worth clients to collaborate on their most important financial decisions, while partnering with the technology team to innovate the product roadmap. This role involves advising clients on financial planning and investments, requiring 3-5+ years of experience and relevant accreditations like CFP or Series 65. You will have a significant impact by enhancing client outcomes and contributing to the development of digital tools for better financial advice.
Perks & Benefits
This is a fully remote position, offering flexibility in work location without explicit time zone restrictions, though collaboration with a distributed team may require some coordination. Compensation includes a revenue-based structure as part of the total package, with opportunities for career growth in a high-growth digital family office. The culture emphasizes values like ownership, velocity, innovation, and grit, fostering a diverse and inclusive environment that celebrates authenticity.
Full Job Description
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.
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