Associate Wealth Advisor; KADS

Join to apply for the Associate Wealth Advisor (KADS) role at Krilogy
.

• Dallas, TX
• Posted 10 months ago

• 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.

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.

• 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.

• 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.

• 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!