Senior Wealth Advisor UHNW & Tech-Driven Planning

Compound Planning, Inc.; United States; Remote; Full time

Job summary

A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP, CPA, Series 65). You will partner with a technology team to innovate the product roadmap, ensuring your clients receive exceptional service. This role offers a revenue-based compensation structure, reflecting your contributions and impact.

Qualifications

• 3-5+ years of experience advising high-net-worth clients.
• Required accreditation such as Series 65 or CFP.
• An entrepreneurial mindset.

Responsibilities

• Work directly with clients on financial decisions.
• Partner with technology team to innovate product roadmap.
• Focus on client outcomes and reduce back-office tasks.

Skills

Advising HNW+ individuals

Innovative mindset

Education

CFP, CPA, Series 65

Job description

A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP, CPA, Series 65). You will partner with a technology team to innovate the product roadmap, ensuring your clients receive exceptional service. This role offers a revenue-based compensation structure, reflecting your contributions and impact.