Associate Wealth Advisor; KADS

Job Summary

Build a fee‑based Wealth Management Practice that focuses on planning for individuals and corporations.

No ceiling on income.

Acquire the appropriate financial planning and wealth‑management skills through Krilogy’s training and mentoring program.

Assist senior financial advisors with current client accounts and adapt to our team‑based environment.

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 client’s 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.

St. Charles, MO

To learn and live by Krilogy’s core values and rules of engagement.

• Dedication
• Abundance
• Leadership

• Give relentless effort to accomplish client goals.
• When faced with a challenge, provide a solution.
• Innovate and act on opportunities like never before.
• Love every idea for 5 minutes.

• Driven for success and self‑starter
• Outgoing personality with the ability to engage in a professional manner with prospects and clients
• Proactive attitude and work ethic
• A passion for learning
• Effective communicator
• Composed and a leader
• 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

• 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 only)
• NASAA Series 65
• Life and Health Insurance License
• Proficiency with or willingness to become proficient with eMoney Advisor, Tamarac Advisor Suite, fi360, and Morningstar
• Experience with Microsoft Office Suite:
  Excel, Word, Outlook, and Power Point

• Competitive entry‑level salary
• 401(k) and match
• Health, dental, life, disability, and vision insurance
• Krilogy pays for 50% of advisor’s health insurance benefits
• Additional family members’ coverage is the advisor’s responsibility
• Desktop computer with all necessary software and financial planning tools
• CFP credential study and exam costs covered (1st attempt only)
• Free on‑site gym with locker room and showers
• Annual firm trip (subject to individual advisor goal)
• Free covered parking