Private Wealth Planner

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. See inside Kilter Group and experience being a part of our organization by visiting https://kiltergroup.com/careers

About The Role:

We are seeking a Private Wealth Planner to join our team as a key player in delivering comprehensive financial planning and investment strategies to our clients.

This is a client-servicing role, focused on deepening relationships, providing strategic financial guidance, and ensuring clients receive exceptional, high-touch service that aligns with their personal and business goals.

As a Private Wealth Planner at Kilter Group, you will work closely with clients to develop and implement financial plans, incorporating investment management, tax planning, estate planning, risk management, and retirement strategies. You will be responsible for guiding clients through complex financial decisions, ensuring their portfolios and overall financial plans align with both their short-term and long-term objectives.

Additionally, you will collaborate with the firm's investment and operations teams ensuring seamless execution of financial plans while staying informed on market trends, regulatory changes, and industry best practices.

This is an opportunity for an experienced Certified Financial Planner CFP® who thrives in a collaborative and client-first environment, enjoys building meaningful relationships, and wants to make a real impact in a firm that is shaping the future of financial planning.

Requirements

What You Are Responsible For:

• Develop and implement customized financial plans aligned to clients' unique goals.
• Analyze investment portfolios and provide recommendations tailored to risk tolerance and objectives.
• Guide clients through tax-efficient strategies, retirement planning, and wealth preservation techniques.
• Collaborate with estate planning professionals to ensure comprehensive trust, will, and legacy planning.
• Conduct ongoing portfolio and financial plan reviews, adjusting strategies as needed.
• Educate clients on financial strategies and decision-making through clear, transparent communication.
• Leverage the firm's CRM to document all client meetings, track follow-ups, and enhance collaboration.
• Maintain the highest compliance standards, ensuring adherence to all regulatory requirements.

What You'll Bring:

• Certified Financial Planner (CFP®) designation required.
• 5+ years of experience in financial planning, investment management, or wealth advisory.
• Knowledge of eMoney required; including but not limited to modeling within decision center and upholding data integrity.
• Strong understanding of investment strategies, tax planning, and estate planning.
• Excellent ability to simplify complex financial concepts for clients.
• Superior organizational skills with exceptional attention to detail and commitment to improving accuracy of data and preventing errors.
• Proven ability to deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
• Self-motivated with strong follow-through, capable of working independently with minimal supervision.
• Ability to thrive in a remote work environment while maintaining high accountability.

Preferred but Not Required:

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

Full-Time Position | Remote Work Environment
Interested in joining us? Apply now and help shape the future of financial planning with Kilter Group.

Qualification

Professional Degree