Associate Wealth Advisor (KADS)

• 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

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
• 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:

• 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