副总裁 / 高级副总裁 财富顾问
SVP / VP Wealth Advisor
关于公司：
Compound Planning 拥有超过 30 亿美元资产管理规模，是一家高增长的数字化家族办公室，服务于企业家、专业人士和退休人士。我们是一支经验丰富的金融顾问、技术专家、税务专业人士和运营团队，凭借世界级的团队、全面的方法和专有的数字平台，为客户带来非凡的体验。
关于该职位：
作为财富顾问，你将直接与客户合作，参与他们最重要的财务决策，同时与我们的技术团队协作，持续创新我们的产品路线图，以满足客户不断变化的财务需求。你非常关注客户的成果，并思考如何花更多时间进行咨询和业务拓展，减少后台工作的时间。你曾为高净值（HNW）和超高净值（UHNW）个人提供服务，并持有相关资质（如 CFP、CPA、Series 65 等）。你希望接触并影响下一代工具，以更好地为客户提供建议和规划。
你需要践行 Compound Planning 的价值观：
- 以主人翁精神行事——我们对决策负责，为贡献感到自豪，并对影响承担问责。
- 以速度交付——我们专注而有目的地行动，确保团队和公司取得有意义的进展。
- 有目标地创新——我们在合适的地方应用最佳实践，并将创造力集中在解决最困难的挑战上。
- 坚韧地执行——我们全力以赴，克服障碍——因为没有任务是微不足道的。
你具备：
- 3-5 年以上为高净值人群提供咨询服务的经验
- 持有相关资质（如 Series 65、CFP 或同等资质）
- 创业者思维
薪酬：
我们的顾问薪酬采用基于收入的结构，作为其整体薪酬包的一部分。
Compound Planning 以成为一家平等机会雇主为荣。我们致力于打造一个多元且包容的文化，庆祝真实自我。我们不因种族、宗教、肤色、国籍、性别、性别认同、性取向、年龄、婚姻状况、残疾、退伍军人身份或其他受法律保护的特征而进行歧视。
查看英文原文
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.