Senior Wealth Advisor

Krilogy; O'Fallon (IL); On-site; USD 110,000 - 180,000; Full time

Job summary

Krilogy is seeking an experienced wealth advisor in O'Fallon, IL to build relationships with prospective clients and design tailored wealth plans. You will guide clients through Krilogy’s process and coordinate with experts to execute wealth strategies, delivering highly personalized Concierge Level Service.

The role requires a minimum of 7+ years as an advisor, a relevant bachelor’s degree, and licenses (Series 65 or CFP and Life/Health).

Qualifications

• 7+ years of experience as an advisor.
• Bachelor’s degree in business, finance, accounting, statistics or economics (or related experience).
• Licenses: NASAA Series 65 or CFP credential & Life/Health Insurance license.
• Proficiency with Envestnet Suite, MoneyGuide Pro, Hidden Levers, and Morningstar software.
• MS Office suite proficiency (Excel, Word, Outlook, PowerPoint).
• Paid by firm on first attempt(s) licensing path.

Responsibilities

• Build relationships with potential clients in the market for a new wealth management solution.
• Follow our process for designing and building customized wealth plans.
• Leverage Krilogy’s experts at the appropriate moment for wealth plan execution.
• Develop strong client relationships through Concierge Level Service.

Skills

Driven for success

Outgoing personality

Proactive attitude

Effective communicator

Ability to prioritize

Humble

Coachable

Team oriented

Owns personal actions

Goal-oriented

Education

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

7+ Years of Advisor experience

Tools

Envestnet Suite

MoneyGuide Pro

Hidden Levers

Morningstar

MS Office (Excel, Word, Outlook, PowerPoint)

Job description

Job Summary

• 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

• O'Fallon, IL
• Posted 10 months ago

Duties & Responsibilities

• To learn and live by Krilogy’s Core Values and Rules of Engagement

Core Values

Dedication – Abundance – Leadership – Respect

Rules of Engagement

• 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

Personal Attributes Needed for Success:

• Driven for success and self-starter
• Outgoing personality with the ability to engage in a professional manner with team, clients and potential clients
• Proactive attitude and 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 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

• 7+ Years of Experience as an Advisor
• 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 or CFP® Credential
• Life and Health Insurance License
• Proficiency with or willingness to become proficient with Envestnet Suite, MoneyGuide Pro, Hidden Levers, and Morningstar™ financial software
• Experience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPoint