Senior Wealth Advisor

Job Summary:

  • No ceiling on INCOME
  • 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 – 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

Learn More and Apply Today!