At Compound, we help startup founders and employees optimize their wealth through a technology-powered family office (tracking, investing, equity, lending, estate, tax). This lets our clients focus on their passions instead of administrative distractions. We live at the intersection of machine and tax code. We merge experiences from Dropbox, YCombinator, ICONIQ, First Republic, and Uber to provide a high-quality client experience. We’re growing quickly and looking for kind, motivated people to join the team.
About this role
The best way to learn about working at Compound is to speak with us (we’re not huge fans of generic job descriptions). There are no particular requirements for working at Compound. We bet on slope over intercept and bias towards building a small team of highly effective, exceptional people.
As a financial advisor, you’ll work directly with clients in solving their most important financial problems. You likely have experience working with HNW and UHNW individuals and some accreditation (CFP, CPA, Series 65, etc.). You have strong communication skills and value writing. You know the wealth management industry is ripe for change, and you want to be part of the journey.
Working at Compound:
Compound’s culture helps you maximize your effectiveness. 90% of your job is doing—speaking to customers and building products. We ruthlessly prioritize to protect your time and potential. 10% of your job is learning—you’ll work with exceptionally kind teammates who share an interest in growing together. We are designers who’ve built stock option calculators and CFAs who can write API calls.
One thing that makes building a company a potentially worthwhile endeavor is that companies are a-mortal; they have the potential to endure forever. The companies that earn the trust of the next generation of wealth will be orders of magnitude more successful than today’s largest financial institutions. Compound has the opportunity to project our values and ethos far into the future.
- Best-in-class healthcare including medical, dental, and vision
- 401k plan with matching
- Competitive salary and equity packages
Compound 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.