What are the responsibilities and job description for the Senior Wealth Advisor position at Krilogy?
- Creve Coeur, MO
- Posted 4 years ago
- No ceiling on INCOME
- 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
Dedication – Abundance – Leadership – Respect
Rules of Engagement
- 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
Personal Attributes Needed for Success:
- 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, MoneyGuide Pro, Hidden Levers, and Morningstar™ financial software
- Experience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPoint
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