Senior Wealth Advisor

Duties & Responsibilities

• To learn and live by Krilogy’s Core Values and Rules of Engagement

Qualifications

• 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
• Able to prioritize and reprioritize constantly emerging tasks while still meeting deadlines
• Humble
• Able 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:
• 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

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

Pay

No specific pay details provided

Schedule

No specific schedule details provided

Benefits

No specific benefits details provided