The posting
About Us:
Kilter Group is an innovative and growing financial services firm at the forefront of the industry. We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.
Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists. We collaborate with individuals and families who inspire us and share our impact-focused culture. As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential.
If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team.
About The Role:
We are seeking a highly seasoned Wealth Advisor to join our team as a senior leader responsible for managing and growing client relationships while delivering comprehensive, personalized wealth management solutions.
This role combines client advisory, relationship management, and business development, requiring an individual who brings an existing book of business and a demonstrated ability to generate new client relationships.
As a Wealth Advisor at Kilter Group, you will serve as a trusted advisor to a diverse client base, guiding them through complex financial decisions across investments, tax strategy, estate planning, risk management, retirement planning, and business planning. You will operate in a fiduciary capacity, delivering tailored advice and a high-touch experience aligned with each client’s unique goals and service needs, and that reflects the firm’s high standards.
What makes this opportunity distinct is that you will not be operating independently—you will be supported by an integrated team of Private Wealth Planners, Client Service Executives, and Investment Operations Specialists who are dedicated to delivering an elevated client experience. This structure allows you to focus on relationship management, strategic advice, and business development, while leveraging a best-in-class team to execute and service client needs at scale.
You will collaborate closely with the firm’s investment, planning, and operations teams to deliver integrated solutions while continuing to expand your client relationships within a dynamic, growth-focused environment.
Requirements
What You Are Responsible For:
- Client Advisory & Relationship Management
- Serve as the lead advisor on client relationships.
- Deliver comprehensive wealth management advice, integrating investment, tax, estate, and risk planning strategies.
- Build deep, long-term relationships through a high-touch, concierge-level service model.
- Navigate complex client situations, including multi-generational wealth, business ownership, and sophisticated estate structures.
- Business Development & Growth
- Transition and grow an existing book of business within the Kilter Group platform.
- Actively source and develop new client relationships through personal networks, introductions, and strategic partnerships.
- Partner with firm leadership on growth initiatives and client acquisition strategies.
- Represent Kilter Group externally as a trusted voice in wealth management.
- Financial Planning & Strategy
- Develop and implement customized financial plans aligned with client goals and evolving circumstances.
- Provide guidance on tax-efficient strategies, estate and legacy planning, retirement planning, and liquidity events.
- Collaborate with external professionals (CPAs, attorneys, etc.) to deliver integrated solutions.
- Investment Oversight & Collaboration
- Partner with the investment team to align portfolios with client objectives and risk tolerance.
- Communicate investment strategy, performance, and market insights to clients with clarity and confidence.
- Ensure seamless execution of financial plans through collaboration with internal teams.
- Leadership & Contribution to Firm Strategy
- Contribute to the firm’s culture of excellence, mentorship, and continuous improvement.
- Act as a resource for complex client cases and planning strategies across the firm.
- Uphold the highest standards of compliance, ethics, and fiduciary responsibility.
What You’ll Bring:
- 15+ years of experience in wealth management, financial planning, or investment advisory.
- Certified Financial Planner (CFP®) or equivalent advanced industry designation required (such as CFA®, CPA); additional credentials are a plus.
- Proven track record of managing high-net-worth client relationships and delivering comprehensive planning strategies.
- Demonstrated success in business development, including transitioning and growing an existing book of business.
- Proven ability to deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
- Deep expertise across investments, tax planning, estate planning, and complex financial structures.
- Experience with portfolio reporting and CRM systems, such as Tamarac, Orion, or Black Diamond.
- Exceptional communication skills with the ability to simplify complex concepts and build trust.
- Strong client-centric mindset with a desire to contribute to a growing, next-generation firm.
- Superior organizational skills with exceptional attention to detail and commitment to improving accuracy of data and preventing errors.
- Ability to thrive in a remote work environment while maintaining high accountability.
Preferred but Not Required:
- Experience with alternative investments.
- Life and Health Insurance License.
Benefits
What You’ll Enjoy About Us:
- A Collaborative, Mission-Driven Team – Work with smart, diverse, and growth-focused professionals who are committed to making an impact.
- Top-of-Industry Compensation & Benefits – Competitive salary, employer-sponsored health, medical, and dental benefits, and a 401(k) match.
- Work-Life Flexibility – Paid time off, including vacation, sick leave, and 12 paid holidays.
- Sabbatical Program – Take time to recharge, travel, and spend quality time with loved ones.
- Professional Development – Tuition reimbursement and ongoing industry-focused learning.
- Flexible Remote Work – Enjoy the benefits of remote work while maintaining a location base.
- Bi-Annual Team Off-Sites – Connecting is important, you will use this time personally and professionally.
