What are the responsibilities and job description for the Associate Wealth Advisor (KADS) position at Krilogy?
- Creve Coeur, MO
- Posted 10 months ago
- 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 Sr. 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 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
To learn and live by Krilogy’s Core Values and Rules of Engagement
Core Values
Dedication – Abundance – Leadership
Rules of Engagement
Give Relentless Effort to Accomplish Client Goals
With a Challenge, Provide a Solution
Innovate and Act on Opportunities Like Never Before
Love Every Idea for 5 Minutes
Qualifications
Personal Attributes Needed for Success:
- 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(s) 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™
- financial software
- Experience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPoint
- Competitive entry level salary
- 401(k) and Match
- Krilogy offers health, dental, life, disability and vision insurance
- Krilogy pays for 50% of the advisor’s health insurance benefits
- Any additional family members’ coverage is the responsibility of the advisor
- Desktop computer with all necessary software and financial planning
- CFP® Credential study and exam costs covered (1st attempt only)
- Free on-site gym with locker room and showers
- Annual firm trip (individual advisor goal)
- Free covered parking