Job SummaryBuild 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 senior 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 client's 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.LocationSt. Charles, MODuties & ResponsibilitiesTo learn and live by Krilogy's core values and rules of engagement.Core ValuesDedicationAbundanceLeadershipRules of EngagementGive relentless effort to accomplish client goals.When faced with a challenge, provide a solution.Innovate and act on opportunities like never before.Love every idea for 5 minutes.Personal Attributes Needed for SuccessDriven for success and self‑starterOutgoing personality with the ability to engage in a professional manner with prospects and clientsProactive attitude and work ethicA passion for learningEffective communicatorComposed and a leaderAbility to prioritize and reprioritize constantly emerging tasks while still meeting deadlinesHumbleAbility to remain focused amidst a lot of activityCoachableCan work in teams as well as create your own individual destinyOwns personal actions and decisionsWill go above and beyond when situations justifyFormal Education & Certification RequirementsBachelor's degree in business, finance, accounting, statistics, or economics, or one to three years of relevant work experienceBoth of the following licenses (or equivalent) required at time of hire (paid by firm 1st attempt only)NASAA Series65Life and Health Insurance LicenseProficiency with or willingness to become proficient with eMoney Advisor, Tamarac Advisor Suite, fi360, and MorningstarExperience with Microsoft Office Suite: Excel, Word, Outlook, and PowerPointSalary And BenefitsCompetitive entry‑level salary401(k) and matchHealth, dental, life, disability, and vision insuranceKrilogy pays for 50% of advisor's health insurance benefitsAdditional family members' coverage is the advisor's responsibilityDesktop computer with all necessary software and financial planning toolsCFP credential study and exam costs covered (1st attempt only)Free on‑site gym with locker room and showersAnnual firm trip (subject to individual advisor goal)Free covered parking#J-18808-Ljbffr