Compound Planning, Inc.

7 open jobs

• Head of Content

  Compound Planning, Inc. · Remote remote director $140k – $170k / year

  Overview Compound Planning is a high-growth digital family office with over $5B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our

  Applyto Head of Content at Compound Planning, Inc. seen live 1 day ago posted 25 days ago

• Senior Director, Investments

  Compound Planning, Inc. · Remote remote director $150k – $175k / year

  Overview Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our

  Applyto Senior Director, Investments at Compound Planning, Inc. seen live 1 day ago posted 38 days ago

• GTM Engineer, Advisor Recruiting

  Compound Planning, Inc. · Remote remote $85k – $100k / year

  Overview 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

  Applyto GTM Engineer, Advisor Recruiting at Compound Planning, Inc. seen live 1 day ago posted 109 days ago

• Chief Compliance Officer

  Compound Planning, Inc. · Remote remote clevel

  Overview Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our

  Applyto Chief Compliance Officer at Compound Planning, Inc. seen live 1 day ago posted 119 days ago

• Staff Software Engineer

  Compound Planning, Inc. · Remote remote staff $120k – $200k / year

  Overview: 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

  Applyto Staff Software Engineer at Compound Planning, Inc. seen live 1 day ago posted 251 days ago

• SVP / VP Wealth Advisor

  Compound Planning, Inc. · Remote remote vp

  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

  Applyto SVP / VP Wealth Advisor at Compound Planning, Inc. seen live 1 day ago posted 504 days ago

• Wealth Advisor

  Compound Planning, Inc. · Remote remote

  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

  Applyto Wealth Advisor at Compound Planning, Inc. seen live 1 day ago posted 542 days ago