Senior Wealth Advisor

Location:

O'Fallon, IL

• Build relationships with potential clients who are in the market for a new solution to their wealth management needs.
• Follow our process for designing and building your new clients’ customized wealth plan.
• Leverage Krilogy’s experts at the appropriate moment for your client’s wealth plan execution.
• Develop great client relationships through Concierge Level Service.

• No ceiling on income.

• To learn and live by Krilogy’s Core Values and Rules of Engagement.

Dedication – Abundance – Leadership – Respect

• Give relentless effort to accomplish client goals.
• Love every idea for five minutes.
• With a challenge, provide a solution.
• Innovate and act on opportunities like never before.

• Driven for success and self‑starter.
• Outgoing personality with the ability to engage in a professional manner with team, clients and potential clients.
• Proactive attitude and work ethic.
• A passion for learning.
• Effective communicator.
• Ability to prioritize and reprioritize constantly emerging tasks while still meeting deadlines.
• Humble.
• Ability to remain focused amidst a lot of activity.
• Coachable.
• Can work in teams as well as create your own individual destiny.
• Owns personal actions and decisions.
• Will go above and beyond when situations justify.
• 7+ years of experience as an Advisor.
• Bachelor’s degree in business, finance, accounting, statistics or economics, or one to three years of relevant work experience.
• Both of the following licenses (or equivalent) required at time of hire (paid by firm 1st attempt(s) only):
  • NASAA Series 65 or CFP® Credential.
  • Life and Health Insurance License.
• Proficiency with or willingness to become proficient with Envestnet Suite, Money Guide Pro, Hidden Levers, and Morningstar financial software.
• Experience with the Microsoft Office Suite of applications;
  Excel, Word, Outlook, and PowerPoint.