Wealth Advisor

Compound Planning, Inc. · Remote

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About this 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…

Excerpt only. The full posting is on the employer’s careers site.

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