Compound Labs
Wealth Advisor
Remote — the employer does not say where candidates may be based.
Location not stated
Employer listed it 18 months ago · Added yesterday
Been open since 18 months ago. Long-running listings are sometimes left up after the role is filled.
Salary
Not stated
Location
Location not stated
Timezone
Not stated
Contract
Full-time
Experience
Mid
Category
Other
This employer didn't state pay. Jobs like this usually pay around $80k–$155k a year, a typical range taken from 407 mid-level other roles on Nomaders that do state pay. It's a guide, not an offer.
Remote flexibility
Undisclosed
The listing is advertised as remote but does not state which countries or regions candidates may work from.
Why this role is Undisclosed
We only label a role Work from anywhere, Region restricted or Work from home when the employer's own wording says so. We checked this advert under our current rules and found no country or region eligibility requirement in it. We don't guess, so it stays Undisclosed until the employer publishes enough location information. Here is exactly what the advert left out.
- Countries you can work from: Not stated. The advert only gives "Remote", which names no country you must live in.
- Whether the work is remote: Never mentioned. The role reached us through a remote job board, but the advert itself doesn't say the work is remote.
- Working hours: Not stated. No timezone overlap or set hours are mentioned, so assume nothing either way.
Worth a look all the same. Missing wording is usually a rushed job posting rather than a closed door, so ask where you can be based in your first message, before you write a tailored application.
What the employer says
- Source listing states candidate location: "Remote"
What Nomaders makes of it
- No residency or region requirement found in the job description
- Check with the employer before assuming you can work from abroad
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
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.
Requirements
- ·3-5+ years of experience advising HNW+
- ·Required accreditation (Series 65, CFP, or equivalent)
- ·A client service mindset
Benefits
No benefits package published with this listing. Ask about it at first interview.
How to apply
- 1Check the flexibility label above, undisclosed, matches where you plan to live and work.
- 2Tailor your CV to the role at Compound Labs, mentioning your remote working experience.
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 1d ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
Similar roles
Other open other roles with comparable remote rules.
Free to apply, no account needed.
Typically $80k–$155k · You'll be taken to the employer's careers page.