Our Mission
To help financial advicers be better and more successful.
Our Values
Our core values are the unbreakable principles that underlie everything we do, every decision we make, and every team member we hire at Kitces.com. There are many ways to solve a problem or tackle a business issue… but it’s only a Kitces solution when it’s consistent with our Core Values.
What We Do
What We Offer
Our Commitment To Diversity And Inclusion
As an Equal Opportunity Employer, we prioritize the cultivation of a team characterized by a rich tapestry of perspectives and experiences. We firmly believe that fostering an environment where trust is paramount and diverse ideas are welcomed is not only ethical but also provides us with a significant long-term advantage. Actively pursuing diversity in all its forms, we steadfastly reject discrimination based on race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability.
Kitces Culture
Core Values are who we are as a team, culture is how we show up to do our work.
We Care About Long-Term Mission Over Short-Term Profits So We…
- Serve our Advicer community first and foremost, in pursuit of our purpose to “make financial advicers better and more successful”, with the belief that if we serve our community well in the long term, that healthy growth will follow and we can “do well by doing good”.
- Seek to keep our financials aligned with our long-term focus, eschewing outside investors with outside growth targets, and being as self-reliant as we can be by our own revenue (sourced directly from the advicers we serve) and owner investment.
- Show our dedication to depositing more than we withdraw, which shows up in many ways such as by giving away 95% of our content for free and being mindful of the number of emails we send to our mailing list.
- Focus on operating with a reasonable profit margin because margin protects the mission by creating free cash flow to buffer economic volatility. Nevertheless, we are conscious to balance profitability with reinvesting into growth of the Team and expanding the reach and impact of our mission with new offerings, which is how we provide both stability and opportunity to a Team of growth-oriented Nerds while continuing to compound our long-term mission.
We Care About Building Teams Based On Strengths So We…
- Put the right people in the right seats. When building seats, we identify the combination of strengths (e.g., being strong in adhering strictly to process vs being strong in identifying when an old process needs to change) that would allow the person to be most successful in that role.
- Use assessment tools (e.g., Kolbe and Working Genius) in the hiring process to help us identify the natural strengths of our candidates, in order to match the right people to the seats that will be their best fit.
- Trust individuals to take ownership of their area of expertise which includes knowing when to lean on colleagues whose expertise complements their own.
- Solve for knowledge gaps on the Team by adding new Team members or hiring temporary experts instead of asking current Team to remediate their weaknesses
- Remember that nothing gets accomplished by one individual. In practice this means that egos are left at the door and bonuses are structured so we win together and lose together.
We Care About The Whole ‘Nerd’ (Human) So We…
- Abide by the Platinum Rule which states that we should treat others not as we wish to be treated but as theywish to be treated.
- Are serious about setting and cascading the Vision and Goals of the organization so that individual contributors have the autonomy to make decisions about their daily work and have flexibility in their schedules while still collectively advancing towards the objectives of our Mission. Flexibility is enhanced by offering fully remote work, which makes it easy to hop out for a quick errand or appointment and then hop back on later in the day/week to meet deadlines.
- Invest in our people by striving to ensure everyone has a competent manager who will help them prioritize their work, unblock them when they’re stuck, relentlessly protect their Deep Work time, and provide growth and development opportunities for everyone on their team. To meet that goal, we provide in-house Management Training for everyone who has a direct report.
- We provide time and dollars towards learning opportunities through conference attendance and formal education.
We Care About Connection So We…
- Make efforts to stay connected with one another even and especially while maintaining our commitment to a virtual work environment. This means defaulting to cameras on during collaborative meetings because facial expressions and body language help us communicate more fully.
- Invest dollars into initiatives led by our Social Committee, which provides engaging opportunities such as virtual game-outs and book clubs to help us get to know each other beyond the work. And yet, sometimes it’s creating something together that builds connections so twice a year we pause all regular work to participate in “Ship-It Days” where we spend one working day on cross-departmental teams to create something from start to finish.
- Bring the entire company together twice a year for a multi-day Team Retreat to hear Vision, learn about ourselves and each other, and most importantly…eat really greatfood! In the end, while we love our home offices and the freedom of remote work, there’s nothing like breaking bread and bumping elbows in person.
We Care About Quality So We…
- Have standards termed internally as QNR (Quality, Nerdy, Relevant) that all our content is held to. Ensure everything gets a second set of eyes before going out the door.
- Use our QNR standards and our Core Value to Be The Trusted Source as guideposts by which to measure against everything we do. And when we say that we measure results and are in a state of continuous learning, the QNR standards are our guideposts.
- Also have a commitment to quality for our Team members, which means that we do our best to perform high-quality, timely work when engaging in intra- and cross-departmental projects.
- Set standards that exceed traditional benchmarks in the work we do, the people we employ, and the products we launch.
- Hold ourselves to high standards, which doesn’t mean insisting on perfection in every draft or product concept. Given our commitment to continuous learning and iteration we expect our work to improve over time.
We Care About Results So We…
- Use metrics to track what’s working and not working in all aspects of our work.
- Use clearly defined goals and a way to measure them with datato allow us to provide greater team member autonomy by keeping it coupled with accountability.
- Define accountability for results such that we are focused on whether the goal outcomes were achieved and not just whether we spent the time and effort. Notably, this does not have to be done in isolation; asking questions of stakeholders, surfacing blockers to managers early and often, and ultimately raising a hand when we’re stuck allow us to achieve results as individuals who are part of a team.
- Create ownership over our work that comes from high accountability (to our goals and out team members), which leads to strong trust in our Team that we will come through for each other and the Advicers we serve.
We Care About Continuous Learning So We…
- Build feedback loops into every aspect of our work and interactions with each other. This includes everything from training the entire team on how to give clear and kind feedback to asking our team and our audience regularly how we’re doing in what we deliver for, to, or with them.
- Take that information and make iterative improvements because we are always on a journey of learning and growing.
- Lean into the Agile method, putting out MVPs (that are most often good but not perfect), inviting feedback early and often
- We plan, build, test, ship, and then refine…over and over againwhen creating for our Members.
- We celebrate the 1% improvements because it’s the small improvements that compound over time to make us as individuals and our organization better every day and can lead to extraordinary growth (as individuals and in our mission) in the long term.
Our Hiring Process
Learn More About Our Team And What We Do!
Current Career Opportunities At Kitces.com
Director of Editorial & Research (Financial Planning)
***We are no longer accepting applications for this position***
Kitces.com is hiring a Director of Editorial & Research to lead the content team of nerds behind the Nerd’s Eye View blog, the series of Kitces podcasts, and Kitces Research.
This is a people-first leadership role. The Editorial & Research team is made up of 7 high achievers who want to keep growing, and your most important job is to help them do it: develop each person, unblock them so they can do their best work, support them as they pursue and grow into their specialized expertise paths, help them professionally adapt as their growth changes their own role and demands on their time, and build a team that can make bigger impacts over time. If what motivates you is watching the people you lead outgrow their roles and move up within the organization, keep reading.
You’ll also own the process that turns the team’s work into one deep-dive article or podcast every day, and one deep-dive research study every six months. That means seeing problems before they arrive (today, this week, this month, and 6–12 months out) and making sure everything we publish truly matters to the financial advisors who read it.
Engagement Operations Coordinator
***We are no longer accepting applications for this position***
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.
Member Services Associate
***We are no longer accepting applications for this position***
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.
General Application
You’d love to work at Kitces.com but your dream position is not posted on our career webpage? No worries! You can submit a General Application here and we will circle back when we have a good match available.
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Careers At Kitces-Related Businesses
For current job opportunities at XY Planning Network and our related businesses, click here.
For current job opportunities at AdvicePay, click here.
For current opportunities for financial advisors at New Planner Recruiting, click here.
