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 Dedication – Abundance – Leadership 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 } #J-18808-Ljbffr Krilogy