Wealth Advisor
K
Kilter GroupWealth Management
United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 15+ years
- Required Skills
- Business Development
Requirements
- 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).
- 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.
- 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.
- Ability to thrive in a remote work environment while maintaining high accountability.
- Superior organizational skills with exceptional attention to detail.
Responsibilities
- 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.
- 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.
- Develop and implement customized financial plans aligned with client goals and evolving circumstances.
- Partner with the investment team to align portfolios with client objectives and risk tolerance.
- Uphold the highest standards of compliance, ethics, and fiduciary responsibility.
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