Wealth Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary advisor for client relationships.

• Provide holistic wealth management guidance that incorporates investment, tax, estate, and risk planning strategies.

• Cultivate enduring relationships through a high-touch, concierge-style service approach.

• Address intricate client situations, including multi-generational wealth, business ownership, and advanced estate structures.

• Transition and expand an existing portfolio of clients within the Kilter Group platform.

• Proactively seek and establish new client relationships through personal networks, referrals, and strategic collaborations.

• Collaborate with firm leadership on growth initiatives and strategies for client acquisition.

• Represent Kilter Group externally as a credible authority in wealth management.

• Create and execute tailored financial plans that align with client aspirations and changing circumstances.

• Offer insights on tax-efficient strategies, estate and legacy planning, retirement planning, and liquidity events.

• Work alongside external professionals (CPAs, attorneys, etc.) to provide integrated solutions.

• Collaborate with the investment team to ensure portfolios align with client goals and risk tolerance.

• Articulate investment strategy, performance, and market insights to clients with clarity and assurance.

• Ensure the effective execution of financial plans by coordinating with internal teams.

• Contribute to the firm's culture of excellence, mentorship, and ongoing improvement.

• Serve as a resource for intricate client cases and planning strategies throughout the firm.

• Maintain the highest standards of compliance, ethics, and fiduciary responsibility.

⛳️ Requirements

• Over 15 years of experience in wealth management, financial planning, or investment advisory.

• Certified Financial Planner (CFP®) or equivalent advanced industry designation is required (such as CFA®, CPA); additional certifications are advantageous.

• Proven experience in managing high-net-worth client relationships and implementing comprehensive planning strategies.

• Demonstrated success in business development, including the ability to transition and grow an existing client base.

• Established capability to provide exceptional client service through professional excellence, the highest ethical standards, and effective resource utilization.

• Extensive knowledge in investments, tax planning, estate planning, and intricate financial structures.

• Familiarity with portfolio reporting and CRM systems, such as Tamarac, Orion, or Black Diamond.

• Outstanding communication skills with the ability to simplify complex concepts and build trust.

• Strong client-focused mindset with a commitment to contributing to a growing, next-generation firm.

• Excellent organizational skills with remarkable attention to detail and a commitment to enhancing data accuracy and preventing errors.

• Ability to excel in a remote working environment while maintaining high levels of accountability.

🏝️ Benefits

• A Collaborative, Mission-Driven Team – Engage with intelligent, diverse, and growth-oriented professionals dedicated to making a difference.

• Top-of-Industry Compensation & Benefits – Attractive salary, employer-sponsored health, medical, and dental benefits, along with a 401(k) match.

• Work-Life Flexibility – Paid time off, including vacation, sick leave, and 12 paid holidays.

• Sabbatical Program – Opportunity to recharge, travel, and spend quality time with family and friends.

• Professional Development – Tuition reimbursement and ongoing industry-focused training.

• Flexible Remote Work – Experience the advantages of remote work while maintaining a designated location base.

• Bi-Annual Team Off-Sites – Emphasizing the importance of connection, you will utilize this time for both personal and professional growth.