Compound Planning Jobs in United States

We are seeking a Wealth Advisor to work directly with clients and partner with our technology team to innovate our product roadmap. · ...

About Compound · Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage t ...

We're looking for a motivated and personable Sales Development Representative (SDR) to join our Membership team. · Identify potential customers and research their financial needsDrive customer meetings for financial advisors through outbound emails and phone callsFacilitate the e ...

We are seeking a motivated and detail-oriented Wealth Management Associate (WMA) to join our team at Compound Planning, an investment advisory firm dedicated to providing exceptional service to our clients. · ...

Wealth advisor for high net worth clients. Collaborate with clients in Des Moines and partner with the technology team to innovate our product roadmap.Requirements include: 3-5+ years of experience advising HNW+ · Required accreditation (Series 65, CFP) · ...

Compound Planning is an AI-enabled digital family office with $4B+ in AUM added since 2022. We serve entrepreneurs, professionals and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. · We're hiring a high-energy execut ...

We are seeking a motivated Wealth Management Associate to join our team at Compound Planning. The WMA will be the first point of contact for clients helping them with inquiries account management ensuring a seamless client experience. · ...

We're hiring a Sales Director to lead outreach and relationship development with breakaway advisors and RIA teams across the country. · ...

We're building a modern, high-integrity tax practice that's tightly integrated with ongoing financial planning. · ...

We're building the next-generation financial planning platform and need software engineers to help deliver that vision. · Design, build and maintain high-quality applications. · Lead feature implementation · Collaborate with designers product managers and engineers to bring ideas ...

We're hiring a Director of Advisor Recruiting to lead outreach and relationship development with breakaway advisors and RIA teams across the country. · Owning Compound's nationwide advisor recruiting strategy managing outreach pipeline development long-term relationship cultivati ...

We are seeking a high-caliber Cashiering Platform & Operations Analyst to play a pivotal role in modernizing and scaling our cash management function. · ...