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5 jobs matching your search
Showing 1 to 5 of 5
Growth Marketing (Sr Manager - Sr Director)
Compound Planning is a high-growth digital family office with over $5B in AUM. We serve entrepreneurs, professionals, and retirees through a combination of personalized financial advice and a proprietary technology platform. Our cross-functional team of advisors, tax experts, eng
GTM Engineer, Advisor Recruiting
We're Compound Planning — a high-growth AI-powered wealth management firm managing $5B+ for clients across 50+ financial advisors, and named one of America's Top RIAs by Forbes for 2025. We grow by bringing great financial advisors onto our platform, and this role exists to keep
Staff Software Engineer
At Compound Planning, we’re building the next-generation financial planning platform, and we need software engineers to help deliver that vision. As a Staff Software Engineer, you will play a crucial role in delivering a best-in-class experience that empowers clients to understan
SVP / VP Wealth Advisor
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 b
Remote
Prep for this interviewWealth Advisor
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 b
Remote
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