Engagement Operations Coordinator

Kitces.com is hiring an Engagement Operations Coordinator to run the operational side of our speaking engagement pipeline and Group membership administration. The split is roughly 45% supporting our Senior Manager of Partnerships on speaking engagements, 40% owning small-Group membership administration and adjacent Group Member support, and 15% providing surge coverage on the general member support queue during peak periods and while teammates are out. 

When speakers arrive prepared, Group administrators feel heard, and renewals close cleanly, we compound our mission. This role is where the behind-the-scenes work gets done. 

So if you’re tired of being handed vague instructions and told to “just handle it,” or juggling shifting priorities with no context on what actually matters, or doing ops work at a company that does not live its mission— then this is the job for you! Our speakers are leading voices in financial planning. Our Groups are firms genuinely trying to make their advisors better. And our mission is the actual reason we exist. 

Description/Responsibilities 

This entirely virtually-based staff position (work from anywhere in the United States!). Reports to the Director of Member Success as part of the Engagement Team. 

Speaking Engagement & Event Operations (~45%) 

• Own logistics for speaking engagements once contracts are signed (scheduling, slide deck prep coordination, and other speaker admin). Working closely with the Senior Manager of Partnerships 
• Keep communication moving between Kitces speakers, event organizers, and the rest of the team from booking through wrap-up 
• Handle event documentation, invoicing questions, and post-event follow-up 

Group Membership Administration (~40%) 

Group administration workflows through and is measured in Zoho Desk.

• Manage onboarding, renewals, and ongoing account maintenance for small Groups (under 25 seats), where most processes are automated with manual exception handling 
• Begin developing relationships with mid-sized Groups (25–99 seats) after the first 90 days by taking on the annual mid-year check-in calls – asking for feedback and letting these accounts know we are paying attention. 
• Work the Group and Group-adjacent tickets assigned in Zoho Desk — renewal cleanup from the automated process, seat changes, admin contact updates, billing questions, and other Group-related requests — hospitality-first mindset, even on the tedious tasks 
• Watch for growth signals across the Group portfolio and hand them off to the Senior Manager of Partnerships for expansion conversations 
• Maintain accurate account records in Zoho CRM 

Member Support Coverage (~15%) 

• Provide surge coverage on the general Zoho Desk queue during high-volume periods (Q4 renewals, conference weeks, CE deadlines) and while teammates are out of office 
• Handle Tier 1 tickets that come in adjacent to Group and speaker work 
• Escalate complex issues, billing situations, growth opportunities, and anything outside your scope to senior Member Success leadership 

Team Coverage & Operational Follow-Through 

• Cross-train with teammates so members of the Engagement team can take their time off, a responsibility they’ll return in kind for you 
• Keep SOPs current for speaking and Group workflows; flag improvement opportunities to the Director of Member Success for review 
• Jump in on cross-functional work with Engagement, Education, Marketing, and Platform when it comes up 

Key Candidate Traits 

You’re highly organized and detail-oriented, comfortable operating autonomously in a remote environment, and you genuinely enjoy the operational side of relationships — the follow-through that makes speakers, event organizers, and Group administrators feel taken care of. You can shift priorities during peak periods without losing the plot. 

• Experience coordinating logistics when there are lots of moving parts — events, projects, or account administration 
• Comfort working in CRM and ticketing systems (Zoho experience preferred) 
• Strong written and verbal communication — this role represents Kitces to external speakers, event organizers, and Group administrators, so professionalism and warmth both matter 
• Prior experience in membership organizations, professional education, events, or financial services is a plus, not a requirement 

Candidates must be legally authorized to work primarily within the United States. Kitces.com does not sponsor visas at this time. 

Candidates must be able to work at a computer for up to 8 hours a day and travel to attend two in-person retreats per year (January and June), plus occasional travel to support key speaking events as needed. 

What Success Looks Like in This Role 

• Speaking engagements run smoothly, speakers show up prepared, and event organizers walk away happy 
• Group memberships onboarded, administered, and renewed with clean records in Zoho Desk and Zoho CRM — and Group administrators who feel taken care of because you’re responsive and you follow through 
• Group renewals handled on time, and growth signals passed to the Senior Manager of Partnerships in time to act on 
• The Senior Manager of Partnerships is freed up to focus on growing relationships instead of running logistics 
• Reliable coverage during peak event seasons, renewal windows, and teammate PTO 
• There’s real long-term growth in this seat — future specialization in Engagement Operations, Partnerships, or Member Success as we keep growing. 

Compensation/Benefits 

• Base salary $57,000 – $63,050/year based on experience 
• Available bonus up to 12% of base salary, determined by meeting key Members Section and other business metrics 
• $2,000 budget for additional training/skills education 
• $2,000 conference budget 
• $1,000 budget for technology hardware/software or related office materials, which starts with a company provided computer for your home workspace 
• Paid membership in a relevant membership association and for a relevant professional designation or certification 
• 15 days of paid time off for combined vacation + sick, plus 6 national holidays, and 2 floating holidays 
• Participation in company-subsidized health plan (an employee-only HSA-eligible plan is covered 100% by the company) 
• Company contribution of $50/month to either an HSA or FSA account 
• Participation in company 401(k) plan 
• “No meeting” Wednesdays 

What it’s like working at Kitces.com 

We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these Kitces Core Values: 

• Do the Right Thing 
• Advisors First 
• Be the Trusted Source 
• No A$$holes 
• Get Your Nerd On 

At Kitces.com we have all but eradicated internal email. All internal communication is done via Slack, or through Asana tasks. 

When on Slack calls, video is expected as we believe hearing voices and seeing faces makes for stronger communication and connections. We lean on technology tools to get things done and protect our time. An example is our use of the delayed-send on Slack messages. While anyone might have a great idea at any time, we are careful to make sure messages are sent during regular business hours to respect the work/home boundaries of our work-from-home (or work-from-anywhere) team. 

As a remote company, we attract a lot of introverts, yet recognize the value in creating work relationships, so we have a social committee that offers many ways for people to connect in the ways they feel most comfortable. Additionally, we recognize the importance of meeting in person from time to time, which we achieve with 2 in-person retreats annually.

To Apply:
Interested candidates for the Engagement Operations Coordinator should complete the initial application form. Questions can be directed to [email protected].

Member Services Associate

Kitces.com is hiring a Member Services Associate to own our member support queue with a hospitality-first mindset. This is the person members reach when a CE credit question gets complicated, they need help navigating the site, or something isn’t working the way they expect — and the person who catches what our members are experiencing and surfaces it back to the team. As our Platform team builds more automation into the front of the queue, what lands in this seat gets harder, and we’re hiring someone who can bring solutions to what they see, not just work through what comes in. 

Your weeks will look like this: mostly member support in the queue, live webinar experience support, and steady work on the knowledge base. The person who does this well genuinely enjoys queue work, brings warmth and follow-through to every member interaction, and finds real satisfaction in being the one a member trusts when the answer isn’t obvious. 

So, if you’re tired of being measured on ticket close times instead of whether you actually helped anyone, handed a script you can’t deviate from, pushed to upsell members on things they didn’t ask for, or told to hold the line without the authority to fix what’s broken… and you want to be the person members trust to actually fix things, working for a membership of real financial advisors who take their craft seriously and a team that gives you the authority and the tools to do it, then this is the job for you. 

Description/Responsibilities 

This entirely virtually-based staff position (work from anywhere in the United States!). Reports to the Director of Member Success as part of the Engagement Team. 

Member Support & Hospitality 

• Own the member support queue in Zoho Desk with a hospitality-first mindset. CE credit questions, site navigation, and login help are the highest daily volume; billing questions and refunds come through at lower volume but need to be handled cleanly. 
• Handle the tickets automation doesn’t resolve — exceptions, judgment calls, cross-system cleanup — with the discretion to fix things yourself and the sense to escalate when something’s outside your scope. 
• Surface issues as members bring them to us. If you see something break, hear the same question three times, or notice a workflow tripping people up, flag it — with a proposed fix when you can. 
• Represent Kitces to members with the kind of warmth and follow-through that reflects our commitment to real financial advisors. 
• Explain the benefits of Kitces Membership to prospective members who reach out. 
• Route Group renewals, onboarding, seat management, and relationship coordination to the Engagement Operations Coordinator. Escalate contract questions, partner-level concerns, and operational fires to the Director of Member Success. 

Live Support & Surge Ownership 

• Provide live support during our regular monthly webinars and large events— answering member questions in real time, troubleshooting access issues, and keeping the member experience smooth while the webinar runs. 
• Own the queue as the primary during surge periods (Q4 CE deadlines, major renewal windows, live events). You manage what gets worked when, and you’re responsible for calling in backup when you need it. 
• Cover for the Engagement Operations Coordinator during their PTO, including light work in Zoho CRM related to Groups. 

Documentation & Team Coverage 

• Review and update ticket classifications periodically and Knowledge Base articles monthly. 
• Contribute to SOP documentation. As patterns show up in the queue, bring forward recommendations for how to reduce friction, improve workflows, or update classifications. 
• Provide membership information lookups to other departments on request, and issue complimentary memberships to monthly webinar speakers. 
• Cross-train with colleagues so Member Success team members can take their time off — a responsibility they’ll return in kind for you. 

Key Candidate Traits 

This is a help desk seat, and the right person genuinely enjoys queue work — the daily satisfaction of getting members helped and tickets cleanly resolved. You lead with a hospitality-first mindset, have real experience owning a queue, operate well with limited supervision, and use good judgment about when a situation is yours to solve versus when it needs to escalate. Over time, you’ll start seeing patterns in the queue and turning them into recommendations we can act on. 

Key domains of preferred experience and expertise include: 

• 2+ years providing customer, member, or client support in a ticket-based environment (Zoho Desk, Zendesk, Freshdesk, HubSpot Service Hub, or similar); Zoho experience preferred 
• Comfort learning and working across systems — Zoho Desk is where you’ll live (our primary for member contact and comms), with regular use of Airtable, ActiveCampaign, Docebo LMS, our proprietary member database, and Asana 
• Strong written communication with a professional, warm, precise tone — most member interactions in this role are written 
• Ability to run a high-volume queue and coordinate backup coverage when volume spikes — you’re the primary during surge, not the surge helper 
• Comfort providing live support during webinars or events, with the composure to troubleshoot in real time 
• Aptitude for spotting patterns in ticket data and turning them into workable recommendations 
• Willingness to cross-train and cover for teammates when they’re out 
• Prior experience in membership organizations, professional education, financial services, or associations is a plus, not a requirement 

Candidates must be legally authorized and available to work primarily within the United States. Kitces.com does not sponsor visas at this time. 

Candidates must be able to work at a computer for up to 8 hours a day and travel to attend two in-person retreats per year (January and June). 

What Success Looks Like in This Role 

• Members feel taken care of — every ticket handled with a hospitality-first mindset that reflects Kitces’ brand promise 
• Reliable, timely resolution of the daily member support queue 
• Smooth live support during monthly webinars — members get help in real time and the webinar experience holds up 
• Primary ownership of the queue through peak seasonal periods (Q4 CE deadlines, renewal windows, conference weeks), calling in backup when needed 
• A growing Knowledge Base and improving ticket classification over time 
• Workable recommendations that reduce recurring friction and help us see where automation should focus next 

As you settle into the queue, the scope grows with you — operational reporting, cross-functional strategic work, and Member Success projects beyond the ticket queue. There’s real room to grow as we keep scaling: into deeper Member Success work, into Engagement Operations, into Partnerships, or into a coordinator/manager path. 

Compensation/Benefits 

• Base salary $66,000 – $68,870/year based on experience 
• Available bonus up to 12% of base salary, determined by meeting key Members Section and other business metrics 
• $2,500 budget for additional training/skills education 
• $2,500 conference budget 
• $1,000 budget for technology hardware/software or related office materials, which starts with a company provided computer for your home workspace 
• Paid membership in a relevant membership association and for a relevant professional designation or certification 
• 15 days of paid time off for combined vacation + sick, plus 6 national holidays, and 2 floating holidays (eligible for 20-day plan on 1-year anniversary) 
• Participation in company-subsidized health plan (an employee-only HSA-eligible plan is covered 100% by the company) 
• Company contribution of $50/month to either an HSA or FSA account 
• Participation in company 401(k) plan 
• “No meeting” Wednesdays 

What it’s like working at Kitces.com

We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these Kitces Core Values:

• Do the Right Thing
• Advisors First
• Be the Trusted Source
• No A$$holes
• Get Your Nerd On

At Kitces.com we have all but eradicated internal email. All internal communication is done via Slack, or through Asana tasks.

When on Slack calls, video is expected as we believe hearing voices and seeing faces makes for stronger communication and connections. We lean on technology tools to get things done and protect our time. An example is our use of the delayed-send on Slack messages. While anyone might have a great idea pop up at any time, we are careful to make sure messages are only sent during regular business hours to respect the work/home boundaries of our work-from-home (or work-from-anywhere) team.

As a company we try to front load meetings to the beginning of the week so that the end of the week can be more focused on Deep Work to maximize our personal productivity.

While, as a remote company, we tend to attract a lot of introverts, we also recognize the value in creating work relationships, so we have a social committee that creatively offers a multitude of ways for people to connect in the ways they feel most comfortable.

To Apply:
Interested candidates for the Member Services Associate should complete the initial application form. Questions can be directed to [email protected].

Director of Financial Planning Content

Kitces.com is hiring a Director of Financial Planning Content to be accountable for the entire Nerd’s Eye View blog and lead its Editorial team, including day-to-day management of the Editorial team, ensuring we execute the timely publication and distribution of our core Nerd’s Eye View blog articles and podcasts and resources, working with our on-team and external Guest authors to facilitate the creation of quality, nerdy, and relevant content for financial advisors that meets our high editorial standards, overseeing the Kitces Research team and their series of four rotating independent research studies, and tracking and reporting on relevant Editorial KPIs for content readership and distribution.

So if you’re an experienced leader who loves to develop people and unblock them so they can do their best work, have a drive towards reach and impact and are excited to be involved with a leading educational platform that reaches 10s of thousands of advisors and their millions of clients, appreciates working in a business that has a robust subscription-based business model not reliant on any advertising or affiliate commission revenue to ensure it can put its Readers first, and loves to track data and measure results to figure out how to make continuous iterative improvements … then this job is for you!

Description/Responsibilities

This entirely virtually-based staff position (work from anywhere in the United States!) is a Director-level position that reports to Managing Director Rachel Zeller, and will work directly with Editor-In-Chief Michael Kitces and the Editorial team, with the following core areas of functional responsibility and oversight:

• Lead, Manage, and hold Accountable the members of the Editorial & Research teams, including weekly L10s (team meetings), 1:1s, quarterly check-ins, and annual performance reviews, with a particular focus on the training and development of team members as a part of our ‘Get Your Nerd On’ Core Value. Also responsible for the expansion of the Editorial team over time by mapping out (and eventually hiring and developing new team members in) future full-time and contractor seats.

• Management of editorial calendar, including prioritization of which topics to publish when, ensuring that the pipeline of content remains full, review of prospective topic selection, and final selection of content with approval of Editor-In-Chief
• Accountable for team execution of the Kitces publishing and podcast production process, and the development, rollout, and maintenance of our Resources, ensuring that all content has been properly edited and reviewed, meets Kitces editorial standards, and fulfills our CE commitments to Members
• Management of external Guest Post writers, including identifying prospective writers, establishing relationships, implementing agreements, and ensuring timely production of content
• Accountable for driving growth of readership (sessions) to our Nerd’s Eye View blog content and Research studies, listenership (downloads) of our Kitces podcasts, usage of our Resources
• Establish and manage content syndication partnerships with industry publications, and field Permission inquiries for re-use of Kitces content
• Accountable for determining, tracking, and reporting relevant data metrics regarding both content readership and distribution, our content meeting our QNR (Quality, Nerdiness, Relevance) standards, and other key business objectives

Future Opportunities:

This seat will collaborate with the Management Team to create long-term tactical plans for the organization. Over time, there will be an opportunity to join as a full member of the Management Team and participate in quarterly and annual strategic planning meetings.

Key Candidate Traits

The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others), and an ability to work in a changing environment (adaptability).

Key domains of required expertise include:

• Leadership of high-performing teams (including creatives), building a good team culture, and facilitating professional development growth journeys for team members
• Project Management of an ongoing process that has both short and long-term variables and includes a variety of stakeholders (internal, cross-departmental, and external)
• Demonstrated the ability to understand the current landscape of the advisor community
• Finally, candidates will have examples of when they have independently determined, prioritized, and executed short-term projects that roll up to company goals.
• Prior experience in the financial services industry, and/or completion of the CFP education requirement, is required.
• Familiarity with social media platforms and Content Management Systems (such as WordPress) is preferred.

Candidates must be legally authorized and available to work primarily within the United States.

Kitces.com does not sponsor visas at this time.

Candidates must be able to work at a computer for up to 8 hours a day and travel to attend two in-person retreats per year (January/June).

• Compensation/Benefits
  Base salary $117,000 – $140,000/year based on experience
• Available bonus up to 12% of base salary, determined by meeting key Members Section and other business metrics
• $3,000 budget for additional training/skills education
• $4,000 conference budget
• $1,000 budget for technology hardware/software or related office materials, which starts with a company provided computer for your home work space
• Paid membership in a relevant membership association and for a relevant professional designation or certification
• 20 days of paid time off for combined vacation + sick
• 6 national holidays, and 2 floating holidays
• Participation in company-subsidized health insurance (An employee-only HSA-eligible health insurance plan is covered 100% by the company)
• Company contribution of $50/month to either an HSA or FSA account
• Participation in company 401(k) plan
• “No meeting” Wednesdays

What it’s like working at Kitces.com

We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these Kitces Core Values:

• Do the Right Thing
• Advisors First
• Be the Trusted Source
• No A$$holes
• Get Your Nerd On

At Kitces.com we have all but eradicated internal email. All internal communication is done via Slack, or through Asana tasks.

When on Slack calls, video is expected as we believe hearing voices and seeing faces makes for stronger communication and connections. We lean on technology tools to get things done and protect our time. An example is our use of the delayed-send on Slack messages. While anyone might have a great idea pop up at any time, we are careful to make sure messages are only sent during regular business hours to respect the work/home boundaries of our work-from-home (or work-from-anywhere) team.

As a company we try to front load meetings to the beginning of the week so that the end of the week can be more focused on Deep Work to maximize our personal productivity.

While, as a remote company, we tend to attract a lot of introverts, we also recognize the value in creating work relationships, so we have a social committee that creatively offers a multitude of ways for people to connect in the ways they feel most comfortable.

To Apply:
Interested candidates for the Director of Financial Planning Content should complete the initial application form. Questions can be directed to [email protected].

Associate Financial Planning Nerd

***We are no longer accepting applications for this position***

About The Role: Kitces.com is hiring an Associate Financial Planning Nerd who will be responsible for writing and supporting the creation of original Nerd’s Eye View articles (and doing the associated research and analysis) on topics of interest to the financial advicer community, supporting our financial planning Resources with timely updates, supporting on the development of our speaker presentations, and providing other support as needed to the Advisor Education team in the creation of our Members Section content.  So if the idea of being able to just ‘nerd out’ on financial planning, tax strategies, and research all day long excites you, you enjoy continuously learning and sharing that learning journey with others (and figuring out the best way to teach and communicate those concepts), are excited to support industry-leading thought leaders and developing your own expertise in service to the financial advicer community, and want to join the most trusted source of quality and relevant information in the financial planning industry (as well as a team that actually lives by the values they talk about)… then this is the job for you!  About You: You are self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others in service to the financial advicer community), and an ability to work in a changing fast-growing environment (adaptability). We are a team that lives by our values, our support of one another, and our commitment to the community we serve. Description/Responsibilities  This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Managing Editor as a member of the Editorial Team, and work directly to support Chief Financial Planning Nerd Michael Kitces.   Core responsibilities include following:  Annual Content Creation Responsibilities: 

• Creation of 12 full-length articles for Nerd’s Eye View (1 every month) throughout the calendar year, including all related research and analysis, following the Kitces 3x3x3 content framework (to be increased to 18 articles/year after one year) 

• All Kitces content is expected to be written by humans. We hire Nerds who strive to be experts 

• Support the blog creation process as need, including the development of relevant blog graphics to present key information, and supporting spreadsheet models where necessary to analyze key topics or issues 
• Responsible for writing Executive Summaries for guest-authored content

• Monitor industry trade and other publications for potential articles for Weekend Reading recap or social media sharing 

• Provide backup support to Senior Technical editor and Senior Financial Planning Nerd 

Resource Responsibilities: 

• Collect and post updated information for Kitces Resources, including CFP Scholarship List, and Master Conference List 

• Maintain and update databases for Kitces AdvisorTech/Services Landscape Maps and AdvisorTech Directory and future Services Directory 

Other Responsibilities/Opportunities: 

• Support in the creation of new or updated PowerPoint slide presentations based on existing articles and other site content 

• Cross-train to be responsible as main back-up for article and podcast production including posting articles in Wordpress and distributing content on social media 
• Cross-train to be responsible as main back-up for the weekly Weekend Reading column

• Cross-train with colleagues to allow for Team members to take their time off, as they will do in return for you

Future Opportunities: 

• Serve as a paid Kitces Speaker for webinars or in-person conference events 

• Provide paid consulting services as a part of Kitces Consulting  

• Be an instructor for Kitces Courses or Level Up training programs 

In addition to the above responsibilities, we encourage our team members to identify other growth opportunities for the platform and lead in their implementation while learning new and beneficial skills. In other words, you will own certain assigned accountabilities, but we also want you to work on projects and opportunities that YOU identify as relevant to the platform and career, and that you are passionate about. We at the Kitces team are building something together!     Key Candidate Traits  The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others in service to the financial advicer community), and an ability to work in a changing fast-growing environment (adaptability). We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these values.  Required Skills 

• Experience writing long-form nerdy content on financial planning topics 

• Completion of CFP education or equivalent 

  Preferred Skills 

• Direct planning experience with clients 

• Master’s degree or other advanced designations 

• Proficiency with Excel 

Candidates must be legally authorized and available to work primarily within the United States. Kitces.com does not sponsor visas at this time.  Candidates must be able to work at a computer for as many as 8 hours a day and travel to attend two in-person retreats per year (January/June).  Compensation/Benefits 

• Base salary $72,000 – $97,000/year (depending on experience and writing capabilities) 

• $72,000 – $76,000/year = < 3 years financial planning experience and/or little writing experience 

• $77,000 – $84,350/year = 3 – 5 years financial planning experience + CFP or equivalent degree + some writing experience 

• $85,000 – $97,000 = > 5 years financial planning experience + CFP or equivalent degree + experience writing for the Nerd’s Eye View blog or other equivalent long-form technical or planning content 

• Available bonus as much as 12% of base salary (payable at as much as 3%/quarter), determined by meeting key Members Section and other business metrics 

• $1,000 for technology hardware/software or related office materials, which starts with a company-provided computer for your home workspace 

• $2,500 annual budget for additional training/skills education 

• $2,500 annual conference budget 

• Paid membership in a relevant membership association and for a relevant professional designation or certification 

• 15 days of paid time off for combined vacation + sick (increased to 20 days at one year) 

• 6 national holidays, and up to 2 floating holidays 

• Participation in company-subsidized health care plan (An employee-only HSA-eligible plan is covered 100% by the company) 

• Company contribution of $50/month to either an HSA or FSA account 

• Participation in company 401(k) plan 

• “No meeting” Wednesdays 

What it’s like working at Kitces.com  We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these Kitces Core Values: 

• Do the Right Thing 

• Advisors First 

• Be the Trusted Source 

• No A$$holes 

• Get Your Nerd On 

At Kitces.com we have all but eradicated internal email. All internal communication is done via Slack, or through Asana tasks.   When on Slack calls, video is expected as we believe hearing voices and seeing faces makes for stronger communication and connections. We lean on technology tools to get things done and protect our time. An example is our use of the delayed-send on Slack messages. While anyone might have a great idea pop up at any time, we are careful to make sure messages are only sent during regular business hours to respect the work/home boundaries of our work-from-home (or work-from-anywhere) team.   As a company we try to front-load meetings to the beginning of the week so that the end of the week can be more focused on Deep Work to maximize our personal productivity.  While, as a remote company, we tend to attract a lot of introverts, we also recognize the value in creating work relationships, so we have a social committee that creatively offers a multitude of ways for people to connect in the ways they feel most comfortable.  To Apply: Interested candidates for the Associate Financial Planning Nerd role should complete the initial application form. Questions can be directed to [email protected]. 

General Application

About Kitces.com The mission of Kitces.com is to help financial advicers be better and more successful, creating a 100X multiplier effect for our work and the number of consumers we can positively impact with the power of financial planning delivered by a Kitces-supported financial advicer to their clients. To achieve this mission, Kitces.com publishes the leading financial planning industry blog Nerd’s Eye View, producing award-winning commentary on financial planning strategies and practice management trends for financial advisors ranked as the most Influential, Objective, Relevant, and Useful content amongst any online media publication for financial advisors. In addition, our Members Section provides additional white papers, webinars, training courses to master essential skills, and the opportunity for financial planning professionals to earn Continuing Education credits, and we are invited to speak regularly at financial advisor conferences across the US and around the world to present our analysis and insights. Unlike traditional media sites, though, Kitces.com deliberately generates no revenue from advertising or sponsored content. Instead, we remain solely focused on creating value directly for the financial advicer community, strengthening the awareness of and integrity of the Kitces brand, and being compensated directly from our readers both on our site (for those who join our Members Section, hire us to speak about financial planning topics or engage us to consult on our Kitces Research), and through our co-owned financial services solutions for consumers (who may engage with our related financial advisory firms) as well as our business solutions for financial advisors themselves (for whom we have a number of businesses providing service and technology solutions for advisory firms). What’s it like working at Kitces.com We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these Kitces Core Values:

• Do the Right Thing
• Advisors First
• Be the Trusted Source
• Deposit More Than We Withdraw
• No A$$holes
• Get Your Nerd On

At Kitces.com we have all but eradicated internal email. All internal communication is done via Slack, or through Asana tasks. When on Slack calls, video is expected as we believe hearing voices and seeing faces makes for stronger communication and connections. We lean on technology tools to get things done and protect our time. An example is our use of the delayed-send on Slack messages. While anyone might have a great idea pop up at any time, we are careful to make sure messages are only sent during regular business hours to respect the work/home boundaries of our work-from-home (or work-from-anywhere) team. As a company we try to front load meetings to the beginning of the week so that the end of the week can be more focused on Deep Work to maximize our personal productivity. While, as a remote company, we tend to attract a lot of introverts, we also recognize the value in creating work relationships, so we have a social committee that creatively offers a multitude of ways for people to connect in the ways they feel most comfortable. Other Benefits (please note, some benefits may vary based on seat):

• Quarterly bonuses that are paid out up to 3% of base salary/quarter (or 12% of base salary/year), for meeting Members Section growth targets. The average quarterly bonus over the last 3 years has been 2.4%.
• Discretionary budgets to support formal education and conference attendance.
• Computer set up is provided to every new full-time hire and is maintained and replaced regularly
• Home Office budget at $1,000/year, which can be used for creating a comfortable and productive at-home work environment.
• Paid membership in a relevant membership association and for a relevant professional designation or certification
• Generous paid time off policy
• 6 national holidays
• Participation in company health plan, which is supplemented by a company contribution of $360/month
• Participation in company 401(k) plan

To Apply: Interested candidates should complete the application form. Questions can be directed to [email protected].