SVP / VP Wealth Advisor
- Where you can live
- Remote
- Working hours
- Overlap with UTC-10 to UTC-5
- Salary
- Not published
- Posted
- May 19, 2025
Summary from the posting
As a wealth advisor, you’ll work directly with clients 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.
This is a short summary. The full description, requirements and the application form are on Compound Planning's own career page.