Senior Wealth Advisor

Job Summary

No ceiling on INCOME
Built relationships with potential clients who are in the market for a new solution to their wealth management needs
Followed Krilogy’s process for designing and building customized wealth plans
Leveraged Krilogy’s experts for wealth plan execution
Developed great client relationships through Concierge Level Service

Duties & Responsibilities

• To learn and live by Krilogy’s Core Values and 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

Qualifications

• Personal Attributes Needed for Success:
  • Driven for success and self-starter
  • Outgoing personality with the ability to engage professionally
  • Proactive attitude and work ethic
  • A passion for learning
  • Effective communicator
  • Ability to prioritize and reprioritize constantly emerging tasks
  • Focus amidst a lot of activity
  • Coachable
  • Owns personal actions and decisions
  • Willing to go above and beyond when situations justify
• Formal Education & Certification requirements:
  • 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