Navigate complex client situations, including multi-generational wealth, business ownership, and sophisticated estate structures. * Business Development & Growth * Transition and grow an existing ...
Navigate complex client situations, including multi-generational wealth, business ownership, and sophisticated estate structures. * Business Development & Growth * Transition and grow an existing ...
Business Operations Manager
Edina, MN · On-site
$100K - $150K/yr
KRM Generational Wealth Advisors , a premier Northwestern Mutual Private Client Group practice, is growing and seeking a highly organized, proactive leader to serve as our Business Operations Manager.
Quick apply
Business Operations Manager
Edina, MN · On-site
$100K - $150K/yr
KRM Generational Wealth Advisors , a premier Northwestern Mutual Private Client Group practice, is growing and seeking a highly organized, proactive leader to serve as our Business Operations Manager.
You will collaborate with a multidisciplinary team and contribute to complex litigation involving generational wealth, contested estate plans, fiduciary misconduct claims, and elder abuse matters.
Quick apply
You will collaborate with a multidisciplinary team and contribute to complex litigation involving generational wealth, contested estate plans, fiduciary misconduct claims, and elder abuse matters.
Senior Manager of Tax Services- Private Wealth
Boca Raton, FL · On-site
$100 - $150/hr
Design and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth transfer. * Provide guidance on trust administration, fiduciary ...
Senior Manager of Tax Services- Private Wealth
Boca Raton, FL · On-site
$100 - $150/hr
Design and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth transfer. * Provide guidance on trust administration, fiduciary ...
Immediate Are you a finance leader who gets energized by helping business owners unlock growth, profitability, and generational wealth? Do you love sitting at the leadership table, turning numbers ...
Immediate Are you a finance leader who gets energized by helping business owners unlock growth, profitability, and generational wealth? Do you love sitting at the leadership table, turning numbers ...
Business Operations Manager
Edina, MN · On-site
$100K - $150K/yr
KRM Generational Wealth Advisors, a premier Northwestern Mutual Private Client Group practice, is growing and seeking a highly organized, proactive leader to serve as our Business Operations Manager.
Business Operations Manager
Edina, MN · On-site
$100K - $150K/yr
KRM Generational Wealth Advisors, a premier Northwestern Mutual Private Client Group practice, is growing and seeking a highly organized, proactive leader to serve as our Business Operations Manager.
Wealth Strategist
Portland, ME · On-site
$114K - $184K/yr
Generational wealth transfer and family legacy planning * Charitable and philanthropic planning * Asset protection and risk management * Business succession and liquidity event planning * Executive ...
Wealth Strategist
Portland, ME · On-site
$114K - $184K/yr
Generational wealth transfer and family legacy planning * Charitable and philanthropic planning * Asset protection and risk management * Business succession and liquidity event planning * Executive ...
Wealth Strategist
Houston, TX · On-site
$125K - $200K/yr
Generational wealth transfer and family legacy planning * Charitable and philanthropic planning * Asset protection and risk management * Business succession and liquidity event planning * Executive ...
Wealth Strategist
Houston, TX · On-site
$125K - $200K/yr
Generational wealth transfer and family legacy planning * Charitable and philanthropic planning * Asset protection and risk management * Business succession and liquidity event planning * Executive ...
Business Operations Manager
Edina, MN · On-site
$100K - $150K/yr
KRM Generational Wealth Advisors,a premier Northwestern Mutual Private Client Group practice, is growing and seeking a highly organized, proactive leader to serve as our Business Operations Manager.
Business Operations Manager
Edina, MN · On-site
$100K - $150K/yr
KRM Generational Wealth Advisors,a premier Northwestern Mutual Private Client Group practice, is growing and seeking a highly organized, proactive leader to serve as our Business Operations Manager.
Senior Wealth Strategist
Winston Salem, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Winston Salem, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Raleigh, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Raleigh, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Greensboro, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Greensboro, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Planner
Cincinnati, OH · On-site
Identify planning considerations arising from family dynamics, multi-generational decision-making ... Support wealth transfer, succession, and liquidity strategies for private business owners and multi ...
Senior Wealth Planner
Cincinnati, OH · On-site
Identify planning considerations arising from family dynamics, multi-generational decision-making ... Support wealth transfer, succession, and liquidity strategies for private business owners and multi ...
Wealth Architect
Miami, FL · On-site
$90K - $105K/yr
We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.
Quick apply
Wealth Architect
Miami, FL · On-site
$90K - $105K/yr
We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.
Estate Planning & Wealth Transfer Partner
Chicago, IL · On-site
$120K/yr
Plan for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques. * Form family entities to help with the management and control of ...
Estate Planning & Wealth Transfer Partner
Chicago, IL · On-site
$120K/yr
Plan for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques. * Form family entities to help with the management and control of ...
Senior Wealth Strategist
Atlanta, GA · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Atlanta, GA · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Planner
Cincinnati, OH · On-site
Identify planning considerations arising from family dynamics, multi-generational decision-making ... Support wealth transfer, succession, and liquidity strategies for private business owners and multi ...
Senior Wealth Planner
Cincinnati, OH · On-site
Identify planning considerations arising from family dynamics, multi-generational decision-making ... Support wealth transfer, succession, and liquidity strategies for private business owners and multi ...
Senior Wealth Strategist
Raleigh, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Raleigh, NC · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Manager - No Sales
Salt Lake City, UT · Hybrid
$150K - $225K/yr
The ideal candidate brings deep expertise in financial planning, investment oversight, estate strategies, and multi-generational wealth planning, along with a proven ability to build and maintain ...
Quick apply
Senior Wealth Manager - No Sales
Salt Lake City, UT · Hybrid
$150K - $225K/yr
The ideal candidate brings deep expertise in financial planning, investment oversight, estate strategies, and multi-generational wealth planning, along with a proven ability to build and maintain ...
Senior Wealth Strategist
Atlanta, GA · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Senior Wealth Strategist
Atlanta, GA · On-site
Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...
Generational Wealth information
What is the difference between Generational Wealth vs Financial Advisor?
| Aspect | Generational Wealth | Financial Advisor |
|---|---|---|
| Credentials | None required | Certifications like CFP, CFA |
| Work Environment | Family, estate planning, long-term wealth building | Client meetings, financial planning firms |
| Industry Usage | Personal finance, estate planning | Financial services, investment management |
Generational Wealth focuses on building and transferring wealth across generations, often involving estate planning and long-term strategies. A Financial Advisor provides personalized financial advice, investment management, and planning services. While both are related to wealth management, Generational Wealth is a broader concept involving family and estate strategies, whereas a Financial Advisor is a professional who helps clients achieve financial goals.
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Full-time
Medical, Dental, Life, Retirement, PTO
Posted 28 days ago
Job description
About Us:
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.
About The Role:
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.
Requirements
What You Are Responsible For:
What You'll Bring:
Preferred but Not Required:
Benefits
What You'll Enjoy About Us:
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.
About The Role:
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.
Requirements
What You Are Responsible For:
- Client Advisory & Relationship Management
- 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.
- Business Development & Growth
- 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.
- Financial Planning & Strategy
- 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.
- Investment Oversight & Collaboration
- 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.
- Leadership & Contribution to Firm Strategy
- 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.
What You'll Bring:
- 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.
Preferred but Not Required:
- Experience with alternative investments.
- Life and Health Insurance License.
Benefits
What You'll Enjoy About Us:
- 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.