Kilter Group
A Wealth Advisor in the Finance department of a Financial Services company provides guidance and support to clients regarding their financial planning and investment needs. This full-time, remote position is designed for mid-to-senior level professionals who hold relevant certifications. The role focuses on delivering expert financial advice to help clients achieve their wealth management goals.
Headquarters
New York, New York, United States
Company Size
1-10 employees
Founded
2011
Kilter Group is a financial services firm that provides end-to-end management of a client’s financial life. They promise “Your Entire Financial Life. Handled.” and aim to take ownership of the stack of financial decisions that many people struggle to manage. By offering a streamlined, proactive approach, they simplify decision-making and coordinate across financial needs with a single point of contact. Their mission is to bring clarity, ease, and accountability to personal finance from planning through execution.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Kilter Group.
Kilter Group didn’t post a salary, so this is our estimate from similar listings.