Kilter Group

Kilter Group

Wealth Advisor

United States

Sponsorship not specifiedDetected 1 day ago
CRMBusiness DevelopmentTaxLeadershipCommunicationCollaborationMentoringOrganizational SkillsCFA

About the role

  • This is a client-facing role that combines direct client service responsibilities with oversight of day-to-day workflow coordination across the Client Service team.
  • The focus of this position is to enhance operational consistency, improve communication across departments, and ensure that our clients receive an exceptional, high-touch experience aligned with Kilter Group's standards.
  • You will work closely with Client Service Executives, Private Wealth Planners, Advisors, and the Director of Operations & Compliance to ensure that client commitments are clearly defined, properly documented, and completed in a timely manner.

Responsibilities

  • As the Client Service Executive, Team Lead at Kilter Group, you will maintain your own client relationships while supporting the organization and execution of the Client Service team's responsibilities.
  • The client component of this role is intentionally structured to maintain engagement in real-time execution while ensuring workflow integrity, team accountability, and cross-department coordination.
  • 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.
  • 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.
  • Financial Planning & Strategy Develop and implement customized financial plans aligned with client goals and evolving circumstances.
  • 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.
  • Client Advisory & Relationship Management Serve as the lead advisor on client relationships.

Requirements

  • While this is not a formal managerial position, the role requires maturity, strong communication skills, and the ability to foster accountability and collaboration across teams.
  • What You'll Bring: 15+ years of experience in wealth management, financial planning, or investment advisory.

Nice to have

  • 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.
  • 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.
  • Strong client-centric mindset with a desire to contribute to a growing, next-generation firm.

Benefits

  • Provide guidance on tax-efficient strategies, estate and legacy planning, retirement planning, and liquidity events.

Company info

  • 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.
  • 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.
  • We are seeking a Client Service Executive, Team Lead to join our team in a role focused on strengthening the execution, accountability, and collaboration of the Client Service Executive team.
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This listing is sourced directly from Kilter Group's careers page and normalized into a canonical job model.