Wealth Advisor
compound
Job description
About the role
The Wealth Advisor will serve high‑net‑worth clients in Des Moines, guiding them on critical financial decisions while collaborating with our technology team to shape the digital platform’s roadmap.
Key responsibilities
- Provide personalized wealth management advice to HNW and UHNW individuals.
- Collaborate with the technology team to innovate and enhance the proprietary digital platform.
- Maintain a client‑service mindset, ensuring high‑quality outcomes and satisfaction.
- Stay informed on regulatory and market developments affecting client portfolios.
Required profile
- 3‑5+ years of experience advising high‑net‑worth clients.
- Required accreditation such as Series 65, CFP, CPA, or equivalent.
- Commitment to the company values of ownership, velocity, intentional innovation, and grit.
- Strong client‑service orientation.
Required skills
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Published 3 weeks ago
Expires 1 month from now
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