Compound
51 - 200 employees
đź’¸ Finance
đź’ł Fintech
đź’° $25M Series B on 2022-01
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
Wealth Advisor
Job not on LinkedIn
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Compound
51 - 200 employees
đź’¸ Finance
đź’ł Fintech
đź’° $25M Series B on 2022-01
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
đź“‹ Description
• Work directly with clients in Des Moines on their financial decisions • Partner with technology team to innovate product roadmap • Spend more time advising and building business
🎯 Requirements
• 3-5+ years of experience advising HNW+ • Required accreditation (Series 65, CFP, or equivalent) • A client service mindset
🏖️ Benefits
• Equal opportunity employer • Commitment to building a diverse and inclusive culture
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