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 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.

Duties & Responsibilities

• 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
• Owes personal actions and decisions
• Will go above and beyond when situations justify
• Formal Education & Certification Requirements:
• 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

Salary and Benefits

• Competitive entry level salary
• 401(k) and Match
• Kilogy offers health, dental, life, disability and vision insurance
• Kilogy 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