Wealth Advisor

About the role

You work directly with clients in Des Moines, collaborating on their most important financial decisions, and partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs.

Responsibilities

• Collaborate with clients on critical financial decisions
• Partner with the technology team to develop and implement new features
• Ensure continuous improvement of the product roadmap to meet evolving client needs

Requirements

• 3-5+ years of experience advising HNW+
• Required accreditation (Series 65, CFP, or equivalent)
• A client service mindset

Qualifications

• Experience working with HNW and UHNW individuals
• Commitment to Compound Planning's values: Ownership, Velocity, Intention, and Grit

Skills

• Strong financial advisory skills
• Ability to work collaboratively with a technology team
• Client relationship management

Benefits

• Compound Planning is an equal opportunity employer
• We celebrate diversity and inclusion
• We are committed to creating a welcoming and supportive environment for all employees

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.