Senior Wealth Advisor — Remote Growth & Legacy Planning

Kilter Group; United States; On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Sabbatical program

Flexible remote work

Job summary

Kilter Group is seeking a highly seasoned Wealth Advisor to lead client relationships and deliver comprehensive wealth management solutions. This remote role requires a senior professional with a proven ability to generate new client relationships and manage complex financial planning needs.

You will collaborate with Private Wealth Planners and Investment Operations Specialists to provide integrated solutions, while maintaining fiduciary standards and delivering high-touch service to a diverse

Qualifications

• 15+ years of wealth management, financial planning, or investment advisory experience.
• CFP® or CFA/CPA designation required; additional credentials are a plus.
• Proven track record in managing high-net-worth client relationships and delivering comprehensive planning.

Responsibilities

• Lead client advisory and relationship management as a senior wealth advisor.
• Grow an existing book of business and source new client relationships.
• Develop and implement customized financial plans with tax, estate, and retirement focus.
• Collaborate with investment teams to align portfolios with client goals and risk tolerance.

Skills

Wealth management

Relationship management

Business development

Financial planning

Investment knowledge

Communication skills

Client advisory

Remote collaboration

Education

CFP or CFA/CPA

Tools

Tamarac

Orion

Black Diamond

Job description

Kilter Group is seeking a highly seasoned Wealth Advisor to lead client relationships and deliver comprehensive wealth management solutions. This remote role requires a senior professional with a proven ability to generate new client relationships and manage complex financial planning needs.

You will collaborate with Private Wealth Planners and Investment Operations Specialists to provide integrated solutions, while maintaining fiduciary standards and delivering high-touch service to a diverse