Senior Wealth Advisor

Job Summary

• 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

• O'Fallon, IL
• Posted 10 months ago

• 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 Power Point