Senior Wealth Advisor

Creve Coeur, MOPosted 5 years agoJob SummaryNo ceiling on INCOMEBuild relationships with potential clients who are in the market for a new solution to their wealth management needsFollow our process for designing and building your new clients’ customized wealth planLeverage Krilogy’s experts at the appropriate moment for your client’s wealth plan executionDevelop great client relationships through Concierge Level ServiceDuties & ResponsibilitiesTo learn and live by Krilogy’s Core Values and Rules of EngagementCore ValuesDedication – Abundance – Leadership – RespectRules of EngagementGive Relentless Effort to Accomplish Client GoalsLove Every Idea for Five MinutesWith a Challenge, Provide a SolutionInnovate and Act on Opportunities Like Never BeforeQualificationsPersonal Attributes Needed for Success:Driven for success and self-starterOutgoing personality with the ability to engage in a professional manner with team, clients and potential clientsProactive attitude and work ethicA passion for learningEffective communicatorAbility to prioritize and reprioritize constantly emerging tasks while still meeting deadlinesHumbleAbility to remain focused amidst a lot of activityCoachableCan work in teams as well as create your own individual destinyOwns personal actions and decisionsWill go above and beyond when situations justifyFormal Education & Certification requirements7+ Years of Experience as an AdvisorBachelor’s degree in business, finance, accounting, statistics or economics, or one to three years of relevant work experienceBoth of the following licenses (or equivalent) required at time of hire (Paid by firm 1st attempt(s) only)NASAA Series 65 or CFP® CredentialLife and Health Insurance LicenseProficiency with or willingness to become proficient with Envestnet Suite, MoneyGuide Pro, Hidden Levers, and Morningstar™ financial softwareExperience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPointLearn More and Apply Today!