We are seeking a highly seasoned Wealth Advisor to join our team as a senior leader responsible for managing and growing client relationships while delivering comprehensive, personalized wealth management solutions.
This role combines client advisory, relationship management, and business development, requiring an individual who brings an existing book of business and a demonstrated ability to generate new client relationships.
As a Wealth Advisor at Kilter Group, you will serve as a trusted advisor to a diverse client base, guiding them through complex financial decisions across investments, tax strategy, estate planning, risk management, retirement planning, and business planning. You will operate in a fiduciary capacity, delivering tailored advice and a high-touch experience aligned with each client’s unique goals and service needs, and that reflects the firm’s high standards.
What makes this opportunity distinct is that you will not be operating independently—you will be supported by an integrated team of Private Wealth Planners, Client Service Executives, and Investment Operations Specialists who are dedicated to delivering an elevated client experience. This structure allows you to focus on relationship management, strategic advice, and business development, while leveraging a best-in-class team to execute and service client needs at scale.
You will collaborate closely with the firm’s investment, planning, and operations teams to deliver integrated solutions while continuing to expand your client relationships within a dynamic, growth-focused environment.