Wealth Advisor
Role Overview
This is a senior-level Wealth Advisor role where you will work directly with high-net-worth clients in Des Moines, collaborating on their most important financial decisions. You will partner with the technology team to innovate the product roadmap and focus on advising clients while minimizing back-office tasks. The role requires 3-5+ years of experience and involves a significant impact on client outcomes and business growth.
Perks & Benefits
The job is fully remote, likely with flexible hours, though it may require collaboration with clients in Des Moines, implying some time zone considerations. Career growth is supported through innovation with the technology team and a culture that values ownership, velocity, and grit. Benefits include working in a diverse, inclusive environment with a focus on professional development and access to advanced financial tools.
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 in Des Moines 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)
A client service mindset
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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