Wealth Advisor
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.
About Compound Finance
Compound Finance is at the forefront of the decentralized finance (DeFi) revolution, building an algorithmic money market protocol that empowers users globally to seamlessly earn interest and borrow a wide array of crypto assets. Our mission is to create a more open, transparent, and accessible financial system by developing innovative, secure, and user-friendly blockchain-based solutions. We are driven by the belief that financial services should be programmable and available to everyone, everywhere. Our culture thrives on innovation, collaboration, and a deep commitment to open-source principles. We foster an environment where complex challenges are met with creative solutions, and every team member is empowered to contribute meaningfully to the evolution of decentralized finance. We value intellectual curiosity, rigorous problem-solving, and a shared dedication to security and excellence in a rapidly evolving technological landscape. At Compound Finance, you’ll work alongside some of the brightest minds in blockchain, pushing the boundaries of what’s possible. Joining Compound Finance means becoming part of a pioneering team with significant impact on the future of finance. We offer unparalleled opportunities for professional growth, learning, and the chance to contribute to a protocol used by thousands worldwide. If you're passionate about blockchain technology, eager to tackle challenging problems, and want to build the financial infrastructure of tomorrow, explore our opportunities and help us shape the next generation of financial services.
Ready to Apply?
To submit your application for this position, please visit Compound Finance's official website and follow their application process.