Financial Planner

Krilogy, LLC; Creve Coeur (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Dental Insurance

Vision Insurance

Health Insurance

Life Insurance

Disability Insurance

401(k)

Paid holidays

Paid vacation

Job summary

Krilogy Financial seeks a Financial Planner in Creve Coeur, MO to support Senior Wealth Advisors by performing portfolio reviews and preparing financial projections with planning software.

The role involves gathering client information, researching investment options, and coordinating client meetings using CRM. Strong communication, teamwork, and detail orientation are essential for success in this position.

Qualifications

• 3–7 years of financial planning industry experience preferred.
• Solid understanding of investment products and the financial planning process.
• Strong MS Office skills and familiarity with planning software.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented, organized and able to manage multiple tasks.

Responsibilities

• Obtain client financial information and suitability data.
• Conduct research for securities product recommendations or financial advice.
• Communicate with clients verbally and in writing about financial matters.
• Assist in meeting preparation and follow-up with clients.
• Utilize CRM to track tasks and client activity.
• Prepare routing correspondence, reports and routine projects.
• Review client accounts and analyze overall financial situations.
• Research information as needed on a case-by-case basis.
• Attend client meetings with Senior Wealth Advisors.

Skills

Financial planning

Client communication

Verbal communication

Written communication

Interpersonal skills

Time management

Team collaboration

Networking

Independent work

Integrity/confidentiality

Tools

CRM software

MS Office

Financial planning software

Job description

The Financial Planner will directly support Senior Wealth Advisors in serving existing and potential clients. This team member will perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through.

• Obtain client financial and /or suitability information
• Conduct substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
• Verbal and/or written communications with prospective or existing clients regarding financial matters
• Assist in the preparation and follow up for client meetings
• Utilize the Client Relationship Manager (CRM) system to track on-going tasks for clients
• Prepare or coordinate the preparation of routing correspondence, reports, and special projects of a routine nature
• Research inquiries regarding client accounts
• Perform detailed document reviews; analyze client information and situation across the financial planning spectrum to develop plan
• Research information as necessary on a case-by-case basis
• Continuously monitor clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture
• Attend client meetings with Senior Wealth Advisors
• Additional duties as assigned

Qualifications:

• Three to seven years’ financial planning industry experience preferred
• Solid understanding of investment products, types of accounts and financial planning process
• Strong working knowledge of MS Office software; experience with financial planning software a plus
• Strong verbal and written communication skills
• Strong interpersonal skills and attention to detail, as well as organizational and time management skills
• Ability to perform multiple tasks efficiently and accurately
• Ability to take initiative and work independently
• Exceptional phone and client service skills, positive and upbeat attitude
• Interest in networking and developing relationships with other professionals in the community
• Ability to maintain integrity of sensitive/confidential information and systems
• Detail-oriented, accurate and organized
• Team player, collaborative, able to work with all levels of the firm

Salary and Benefits:

• Salary and benefits are competitive with industry standards
• Salary will be based on experience
• Benefits offered include dental, vision, health, life and disability coverage, 401(k)
• Paid holidays and vacation

Krilogy Financial is an Equal Opportunity Employer