Working at Compound Advisory

What the work is like

Compound Advisory is a small firm. Everyone who works here talks to clients, and there is no layer between the work and the people it affects. We are fee-only, which changes the job itself: revenue comes from planning and advisory fees, not commissions, so nobody here sells a product, carries a quota, or gets paid more for recommending one fund over another.

The work is planning-first. Portfolios matter, but most of the value we deliver shows up in tax maps, income sequencing, Roth conversion windows, and beneficiary paperwork that is actually correct. If you want to spend your days trading, this is the wrong firm. If you want to spend them solving a specific household's retirement, it might be the right one.

We work virtually and serve clients nationwide. Clients are mostly age 50 and up with $1 million or more in investable assets, plus business owners working toward an exit.

Related: How we work with clients

The standard we hold

Fiduciary always. In practice that means recommending the lower-cost fund when it pays us nothing extra, telling a prospect they do not need us when they do not, and writing every recommendation down with the reasoning attached.

A few more working rules. We return client messages the same business day. We write in plain English and skip the jargon. We say we do not know when we do not know, and then we go find out. We check the tax consequence before we place the trade, not after.

Roles we hire for

When we hire, it is for one of three seats. Client service associate: owns paperwork, account transfers, scheduling, and follow-through, and is often the reason a transfer closes in three weeks instead of eight. Associate advisor: builds plans, runs tax projections, sits in client meetings, and grows into leading them. Operations: owns billing, the compliance calendar, and our custodian workflows with Altruist and Charles Schwab.

Designations and prior RIA experience help, but neither is required for every seat. What we care about is whether you can own a process end to end and whether clients trust you fast.

No openings right now

We have no open roles today. That is the honest answer, and we would rather say it than collect resumes for jobs that do not exist.

If the firm sounds right anyway, send a note to info@compoundadvisory.co with Careers in the subject line. Skip the template cover letter. Tell us what you would want to own here, what you have owned before, and what you would fix first. We read every note, we reply to every note, and we keep the good ones for the day a seat opens.

Frequently Asked Questions