{"id":516347,"url":"https://alion.io/job/compoundplanning-wealth-advisor","title":"Wealth Advisor","company":{"id":4650,"name":"Compoundplanning","domain":"compoundplanning.com","url":"https://alion.io/company/compoundplanning","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":75,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":63000,"max_usd":130000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":302},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2025-04-11T20:25:47Z","employer_posted_date":"2025-04-11","last_verified_at":"2026-10-30T01:28:51Z","board_verified":true,"closed_at":null,"days_open":566,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":565},"description":"About us:\nCompound 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.\nAbout this role:\nAs 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.). 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