Senior Wealth Advisor

Senior Wealth Advisor at Krilogy (O'Fallon, IL) – Posted 3 weeks ago.

No ceiling on income. 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 customized wealth plans. Leverage Krilogy’s experts at the appropriate moment for client wealth plan execution. Develop great client relationships through Concierge Level Service.

• 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.
• Learn and live by Krilogy’s Core Values and Rules of Engagement.

• Dedication
• Abundance
• Leadership
• Respect

• Give Relentless Effort to Accomplish Client Goals
• Love Every Idea for Five Minutes
• With a Challenge, Provide a Solution
• Innovate and Act on Opportunities Like Never Before

• Driven for success and self-starter.
• Outgoing personality with the ability to engage professionally with team, clients and potential clients.
• Proactive attitude and strong work ethic.
• A passion for learning.
• Effective communicator.
• Ability to prioritize and reprioritize constantly emerging tasks while still meeting deadlines.
• Humble.
• Ability to remain focused amid 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.

• 7+ Years of Experience as an Advisor.
• Bachelor’s degree in business, finance, accounting, statistics or economics, or equivalent work experience.
• Both of the following licenses (or equivalent) required at time of hire:
  NASAA Series 65 or CFP® Credential and Life and Health Insurance License
  .
• Proficiency with or willingness to become proficient with Envestnet Suite, Money Guide Pro, Hidden Levers, and Morningstar™ financial software.
• Experience with the Microsoft Office Suite of applications;
  Excel, Word, Outlook, and PowerPoint.

Referrals increase your chances of interviewing at Krilogy by 2x.