Associate Wealth Advisor (KADS)

Krilogy; Dallas (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their dynamic Wealth Management team. This role offers the opportunity to build a fee-based practice, focusing on personalized financial planning for individuals and corporations. With no income ceiling, you will receive comprehensive training and mentoring to develop essential skills. You'll work closely with experienced advisors, leveraging their expertise to create customized wealth plans. The firm values dedication, leadership, and proactive problem-solving, ensuring that your contributions lead to significant client impact. If you're driven, outgoing, and passionate about finance, this is the perfect opportunity to thrive in a supportive environment.

Benefits

401(k) and Match

Health, dental, life, disability and vision insurance

Free on-site gym

Annual firm trip

Free covered parking

CFP Credential study and exam costs covered

Desktop computer with necessary software

Qualifications

• Driven for success with a proactive attitude and strong communication skills.
• Bachelor's degree in relevant fields or equivalent work experience required.

Responsibilities

• Build a fee-based Wealth Management Practice focusing on client planning.
• Assist Senior Financial Advisors and build relationships with potential clients.

Skills

Effective Communication

Proactive Attitude

Teamwork

Leadership

Client Relationship Management

Self-Starter

Time Management

Education

Bachelor's degree in business, finance, accounting, statistics or economics

Relevant work experience (1-3 years)

Tools

eMoney Advisor

Tamarac Advisor Suite

fi360

Morningstar financial software

Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Job description

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 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

• 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 tools
• 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!