Wealth Advisor

🕒 Julho 21

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

👻 Score fantasma 24%

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Kilter Group

SiteLinkedInTodas as Vagas

1 - 10 funcionários

💼 Consultoria

💸 Finanças

🛡️ Seguros

Consulting • Finance • Insurance

A Kilter Group é uma empresa independente e inovadora de serviços financeiros na vanguarda do setor. Oferecemos gestão financeira abrangente nas áreas de gestão de patrimônio, consultoria de seguros, consultoria de investimentos e alternativas, consultoria empresarial, planejamento tributário, planejamento de aposentadoria, planejamento de saída de negócios, bem como testamentos, trusts e planejamento de doações. Estamos comprometidos em fornecer a nossos clientes o planejamento estratégico, a educação e o suporte que lhes permite alcançar todo o seu potencial financeiro. A Kilter Group oferece um coletivo de estrategistas financeiros distintos, apaixonados e íntegros, que gerenciam e organizam toda a sua vida financeira, proporcionando-lhe prosperidade e tranquilidade. Trabalhamos com profissionais de diversas indústrias para garantir que eles alcancem seus objetivos financeiros por meio de uma abordagem personalizada para a otimização de patrimônio.

Descrição

• 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. • 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. • 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. • 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. • 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.