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].

Senior Technical Editor (Financial Planning Editor)

Kitces.com is hiring a Senior Technical Editor (Financial Planning Editor) to be responsible for overseeing the educational quality and technical accuracy of our professional development content for financial advicers (ensuring that content is accurate regarding everything from the application of the latest tax law to how to scale a growing practice or ask the right questions in a discovery meeting to whether an investment or retirement analysis was modeled appropriately), and reviewing all content to make sure it goes into sufficient Nerdy depth for our post-CFP educational focus, while helping to turn advanced insights and analysis into compelling narratives that are Relevant to the advisor community. 

So if you’re a financial planning nerd who loves shaping content to more clearly reveal valuable insights but hates being rushed through perfunctory edits at the end of an assembly line, has an obsession with fact-checking and “getting it right,” and seeks a culture that protects your focused work from distractions and gives you room to really “nerd out” on content… then this is the job for you! 😊  

 

Description/Responsibilities 

This entirely remote-based staff position will report to the Managing Editor and will work closely with the Chief Financial Planning Nerd as well as the Editorial Team. 

 

Technical editing responsibilities: 

– Edit all Nerd’s Eye View blog posts to improve educational/instructional value for readers, with an eye toward ensuring concepts are clearly and thoroughly explained in Nerdy depth, are technically accurate to maintain Quality standards, and are done in a manner that crafts a clear narrative that ensures the content is Relevant to the reader to draw them through the article. 

– Review or support the creation of spreadsheet models to visualize and analyze author insights on financial planning topics 

– Assist with visualizing, selecting, and/or refining graphics that illustrate key insights within individual articles and engage high-quality audiences on social media and facilitate sharing of Kitces.com blog content  

– Work with Managing Editor and Editorial colleagues to ensure timely posting and delivery of all Kitces.com blog content 

– Support Kitces Research by editing two research study reports every year 

– Support Kitces Education by editing new course materials 

 

Writing and publishing responsibilities: 

– Assist with curating weekly Weekend Reading column content from relevant and timely news sources 

– Support Kitces Education by crafting and editing CE quiz questions related to blog posts and Kitces Research studies 

 

Other responsibilities:  

– Enhance Kitces’ relationship with Guest Authors by providing clear, constructive feedback that authors value for its positive impact on individual submissions and on their writing efforts in general. Similarly, in editing your Financial Planning Nerd colleagues on the Editorial team, you will deliver coaching that will make the work of our regular writers ever cleaner and clearer. 

– Maintain resources for both external contributors (i.e., Outline Template) and internal employees (i.e., editorial style guide, article anchor index) 

– Assist Managing Editor in making strategic calls about what articles/topics are good fits for the blog  

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

 

Key Candidate Traits 

Candidates for Kitces opportunities should be self-motivated enough to work in a virtual environment (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).  

 

Candidates for the Senior Technical Editor (Financial Planning Editor) position should be vigilant about maintaining the integrity of Kitces style and standards, as well as possess the research skills and detail-oriented attitude that makes all Kitces content worthy of our reputation as The Trusted Source.  

 

Required Skills 

• Experience in editing long-form nerdy content with both an eye on the technical integrity of the piece as well as the ability to shape narratives 

• Completion of CFP education or equivalent 

 

Preferred Skills 

• Relevant Master’s degree, CPA license, and/or other advanced designation 

• Proficiency with Excel 

• Direct planning experience with clients  

 

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. 

 

Compensation/Benefits 

– Base salary $95,000 – $125,000/year (depending on experience) 

– 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 

– $3,000 annual budget for additional training/skills education 

– $4,000 annual conference budget 

– 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, plus 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 Senior Technical Editor (Financial Planning Editor) role should complete the initial application form. Questions can be directed to [email protected].