Compound Planning is a digital family office offering comprehensive financial management services including investment, wealth, and tax planning. With over $3 billion in assets under management, they cater to entrepreneurs, professionals, and retirees seeking personalized advice and a seamless digital experience.
We're hiring a Director of Advisor Recruiting to lead outreach and relationship development with breakaway advisors and RIA teams across the country. This is a senior role for someone who has already spent years navigating the nuances of complex recruiting and sales cycles and may have significant experience with protocol and non-protocol transitions, understands what matters most to financial advisors serving HNW clients, and knows how to manage a thoughtful, multi-step decision process.
Compound Planning is a digital family office offering comprehensive financial management services including investment, wealth, and tax planning. With over $3 billion in assets under management, they cater to entrepreneurs, professionals, and retirees seeking personalized advice and a seamless digital experience.
Savvy Wealth