Senior Wealth Advisor & Concierge Planner

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

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).