Wealth Advisor
Posted 522 days ago, which is unusual. The employer's own board was still carrying it when we last read it, just now.
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 17h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 522d ago
The date the source published, not the day we noticed it (2025-04-11). Last seen at its source just now.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
Not stated
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
ashby employer's own board first seen 12d ago · last seen just now
The listing
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.