Associate Wealth Advisor (KADS)

Be among the first 25 applicants St. Charles, MO Posted 4 years ago 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 Senior 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 Owns 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 Krilogy offers health, dental, life, disability and vision insurance Krilogy 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 Learn More and Apply Today! #J-18808-Ljbffr Krilogy