Compound
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
SVP - VP Wealth Advisor
February 10
Compound
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
📋 Description
• Compound Planning, a high growth digital family office for entrepreneurs and retirees. • Work directly with clients to solve their financial problems and provide feedback to the tech team. • Seeking someone with experience in advising HNW and UHNW individuals. • Unique opportunity to influence planning tools and client advice tools. • Company committed to diversity and inclusion.
🎯 Requirements
• 5+ years of experience advising HNW+ • Relevant accreditation (Series 65, CFP, or equivalent) • Desire to make an impact on the tools you work with • Self-starting, with the ability to work independently • High energy • Strategically focused and business-minded • Comfortable in a high-growth environment and at ease with change
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