财富顾问
Wealth Advisor
我们公司：
Compound Planning 是一家管理资产超过 30 亿美元的高增长数字家族办公室，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财务顾问、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。
职位简介：
作为财富顾问，你将直接与德斯莫因的客户合作，协助他们做出最重要的财务决策，并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，经常思考如何花更多时间进行咨询和业务拓展，而不是处理后台事务。你曾为高净值（HNW）和超高净值（UHNW）个人提供服务，并持有必要的资质认证（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。
你需要具备 Compound Planning 的价值观：
- 以主人翁精神行事 – 我们对我们的决定负全责，为我们的贡献感到自豪，并对我们的影响负责。
- 高效交付 – 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。
- 有目的的创新 – 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。
- 坚韧执行 – 我们全力以赴，完成工作，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
- 必要的资质认证（Series 65、CFP 或同等资格）
- 客户服务意识
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化和包容性的文化，庆祝真实自我。我们不基于种族、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进行歧视。
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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.