Kilter Group

👥 1-10 Financial Services Wealth Management Advice💼 Private Company

Kilter Group is a forward-thinking financial services firm providing wealth management and insurance advisory services. We work with a diverse clientele, including creatives, entrepreneurs, and public figures, offering personalized financial planning and investment strategies tailored to their unique needs. Our commitment to challenging industry norms and fostering a collaborative culture sets us apart. We leverage modern technologies like Google Cloud, Google, JW Player, and LongTail Video to deliver innovative financial solutions. As a small but growing team, we prioritize a remote-first work environment, fostering flexibility and promoting a healthy work-life balance. We offer competitive compensation and benefits, including a generous sabbatical program and opportunities for professional development. We are currently seeking talented individuals to join our team. Both the Private Wealth Planner and Investment Analyst roles offer exciting opportunities to impact our clients' financial well-being. Join us at Kilter Group, where you'll have the chance to shape the future of wealth management. Apply now and discover your career potential!

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🔥 Private Wealth Planner

Posted 16 days ago

📍 United States

🧭 Full-Time

🔍 Financial Services

🔧 Requirements

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.

💡 Responsibilities

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.

Financial ManagementComplianceRisk ManagementCRMFinancial analysis

Posted 16 days ago

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🔥 Investment Analyst

Posted 17 days ago

📍 United States

🧭 Full-Time

🔍 Financial Services

🔧 Requirements

Bachelor's degree in Finance, Economics, Accounting, or a related field; If in a different field, 4+ years of experience required.
3-5+ years of investment operations, portfolio management, reconciliation, or auditing experience.
Extensive experience with Tamarac, Orion, or Black Diamond.
Advanced Excel proficiency (financial modeling, data analysis, and automation).
Strong knowledge of market trends, investment account types, and security types.
Ability to analyze financial statements and investment performance metrics.
Strong analytical and problem-solving skills with meticulous attention to detail.
Proactive mindset with the ability to manage multiple priorities in a fast-paced environment.
Excellent communication and collaboration skills to support investment team objectives.
Ability to thrive in a remote work environment while maintaining high accountability.

💡 Responsibilities

Ensure the seamless execution of investment strategies by reconciling cash and security activity between custodians and portfolio management systems.
Oversee account and security setup, ensuring data integrity and alignment with client financial plans.
Conduct daily reconciliation and weekly audits, proactively identifying and resolving discrepancies to enhance operational efficiency.
Serve as a backup trader, executing trades for individual client accounts with precision and adherence to investment guidelines.
Create customized reports to support Wealth Advisors and clients, providing insights into portfolio performance, benchmarks, and investment trends.
Analyze model, security, and account performance to ensure alignment with client objectives and investment strategies.
Collaborate with the investment team to evaluate portfolio construction and identify optimization opportunities.
Monitor market trends, economic developments, and investment opportunities, translating insights into actionable recommendations.
Assist in the due diligence and onboarding of new investments, ensuring proper documentation and compliance.
Support the Director of Investments and Strategy in preparing research materials for investment committee meetings and client discussions.
Work closely with Wealth Advisors to ensure investment strategies align with clients' broader financial plans, including tax planning, estate strategies, and risk management.
Ensure adherence to regulatory requirements and internal investment policies to maintain the highest fiduciary standards.
Assist in trade settlement, cash flow management, custodial documentation, and investment operations oversight.
Proactively identify operational risks and implement solutions to enhance the efficiency and effectiveness of investment processes.

SQLData AnalysisFinancial ManagementAccountingComplianceReportingMarket ResearchRisk ManagementFinancial analysisData modeling

Posted 17 days ago

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