1 SVP / VP Wealth Advisor Job in Jacksonville, FL
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Compound is Hiring a SVP / VP Wealth Advisor Near Jacksonville, FL
About us:Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for 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 solving their most important financial problems as well as partner with our technology team to shape the roadmap and provide feedback on our existing tools. 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 likely have worked with HNW and UHNW individuals and some 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 have:
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.Compensation:Our advisors are compensated on a grid commission structure.
About this role:As a wealth advisor, you’ll work directly with clients in solving their most important financial problems as well as partner with our technology team to shape the roadmap and provide feedback on our existing tools. 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 likely have worked with HNW and UHNW individuals and some 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 have:
- 5 years of experience advising HNW
- Relevant accreditation (Series 65, CFP, or equivalent)
- Desire to make an impact on the tools you work with
- Self-starting, with the ability to work independently
- High energy
- Strategically focused and business-minded
- Comfortable in a high-growth environment and at ease with change
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.Compensation:Our advisors are compensated on a grid commission structure.
Job Summary
JOB TYPE
Full Time
SALARY
$58k-85k (estimate)
POST DATE
05/22/2024
EXPIRATION DATE
07/07/2024
WEBSITE
xkey.com
HEADQUARTERS
Ca
SIZE
<25
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