A family office for tech employees and founders. Built by engineers who understand QSBS and CFAs who understand APIs.
Wealth Advisor
Location
United States
Posted
1 day ago
Salary
0
Seniority
Senior
Job Description
Wealth Advisor
Compound
• Work directly with clients in Des Moines on their financial decisions • Partner with technology team to innovate product roadmap • Spend more time advising and building business
Job Requirements
- 3-5+ years of experience advising HNW+
- Required accreditation (Series 65, CFP, or equivalent)
- A client service mindset
Benefits
- Equal opportunity employer
- Commitment to building a diverse and inclusive culture
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Title: Underwriter, Indirect Auto Lending Location: Rockville, MD Hybrid Remote Job Description: Job Type Full-time Description NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. Be part of Lafayette Federal Credit Union, recognized by USA Today as a Top Workplace for three consecutive years (2024–2026) We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success. Lafayette Federal may have the perfect opportunity for you! We are currently seeking a Underwriter, Indirect Auto Lending to join our dynamic team! About us: Our Difference: What makes Lafayette Federal cutting-edge? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer financial, and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row! Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry. 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Risk Management & Portfolio Quality - Monitor loan quality trends and identify emerging credit risks. - Adhere to underwriting standards designed to maintain portfolio performance and minimize losses. - Identify and escalate suspicious activity, fraud concerns, and policy exceptions. - Participate in quality assurance reviews, audits, and compliance examinations. - Recommend process improvements to enhance underwriting effectiveness and operational efficiency. Operational Support & Collaboration - Collaborate with funding, servicing, collections, and other lending teams to support operational effectiveness. - Participate in training, professional development, and continuing education opportunities. - Assist with special projects, reporting, and departmental initiatives as assigned. - Maintain current knowledge of consumer lending regulations, industry trends, and best practices. 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