Creve Coeur Opportunities

Associate Wealth Advisor (KADS)
Job Summary:

  • Build 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 Sr. 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 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

Rules of Engagement
Give Relentless Effort to Accomplish Client Goals
With a Challenge, Provide a Solution
Innovate and Act on Opportunities Like Never Before
Love Every Idea for 5 Minutes

Qualifications:

Personal Attributes Needed for Success:

  • Driven for success and self-starter
  • Outgoing personality with the ability to engage in a professional manner with prospects and clients
  • Proactive attitude and work ethic
  • A passion for learning
  • Effective communicator
  • Composed and a Leader
  • 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:

  • 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
    • Life and Health Insurance License
  • Proficiency with or willingness to become proficient with eMoney Advisor, Tamarac Advisor Suite, fi360®, and Morningstar™
  • financial software
  • Experience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPoint

Salary and Benefits:

  • Competitive entry level salary
  • 401(k) and Match
  • Krilogy offers health, dental, life, disability and vision insurance
  • Krilogy pays for 50% of the advisor’s health insurance benefits
  • Any additional family members’ coverage is the responsibility of the advisor
  • Desktop computer with all necessary software and financial planning
  • CFP® Credential study and exam costs covered (1st attempt only)
  • Free on-site gym with locker room and showers
  • Annual firm trip (individual advisor goal)
  • Free covered parking

Please call our office for further details on the position or email your resume today.

Wealth Services Manager (Creve Coeur Location)
Job Summary:
The Wealth Services Manager is a full-time position that provides high-level administrative and clerical support to multiple Senior Wealth Advisors at the firm. This position supports the Wealth Advisors through task management, calendar management, meeting preparation, new client onboarding, client service, participation in client calls, and gathering client and practice information. Attention to detail, organization, follow through and communication skills are critical for the success of this valuable team member.

Duties & Responsibilities:
Client Service

  • Become an expert on and complete paperwork submissions for new and existing clients.
  • Execute ongoing client service by processing client requests, resolving client inquiries, and documenting client communication in CRM.
  • Enter client information into MoneyGuide Pro projection software as directed by advisors.
  • Maintain system of tracking and execute one-time, monthly, and annual client money movements (RMDs, IRA contributions, 529 contributions, etc.).
  • Assist in general office backup procedures as needed.
  • Other duties and responsibilities as assigned.

Client Meetings and Phone Calls

  • Gain familiarity with client situations including money movement, preferences, family details, etc.
  • Ensure we are prepared for client meetings with meeting packets complete and reviewed for accuracy.
  • Capture and document all tasks from client meetings, scan notes, execute, delegate or track remaining tasks to completion.

Calendar Management

  • Review calendar daily, setting and confirming meetings with clients and others.
  • Maintain system of tracking consistent scheduling of client meetings.

Practice Management

  • Capture and document to completion all client and advisor tasks in Client Relationship Manager (CRM).
  • Perform administrative duties that support the advisors in daily business practices, including but not limited to telephone coverage, business travel arrangements, coordination of client meetings, file and calendar maintenance.
  • Collaborate with Associate Advisors on the team to execute tasks and projects.

Qualifications:

  • Minimum five years financial services experience required
  • Bachelor’s degree preferred
  • Strong organization, attention to detail and task management skills
  • Computer skills and knowledge of Microsoft Office required, familiarity with Schwab or Fidelity websites preferred
  • Strong verbal and written communication and interpersonal skills with clients and coworkers
  • Ability to perform multiple tasks efficiently and with accuracy
  • Ability to maintain integrity of sensitive and confidential information
  • Ability to work independently or in a collaborative setting, exercise good judgement and take initiative

Salary and Benefits:

  • Competitive salary
  • Insurance benefits offered include medical, dental, vision, life & disability coverage
  • 401(k) with employer match
  • Paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
  • Paid holidays
  • Paid pregnancy leave, parental leave and grandparental leave
  • Flexible attire and flexible workday/teleworking opportunities
  • Complimentary parking

Please call our office for further details on the position or email your resume today.

Tax Manager
Job Summary:
The Tax Manager is a full-time position that provides a high level of service in tax preparation, tax planning, and research services for Krilogy Tax Services. This candidate will also support Krilogy’s lead Tax Manager while working with many Wealth Advisors and their clients.

Essential Duties & Responsibilities:
Daily Operations

  • Perform duties that support the lead Tax Manager in daily business practices, including but not limited to: preparation and/or review of Individual Tax Returns (1040) & Trust Returns (1041), which includes working on the client engagement from start to finish – including handling all client communication.
  • Compile and organize supporting client tax/financial statements and documents.
  • Collaborate with Krilogy Wealth Advisors to execute tasks and projects for Krilogy Tax clients.
  • Conduct peer reviews for tax returns prepared by the Tax Manager.
  • Recommend tax strategies by researching federal, state, and local taxation issues.
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks.
  • Be proficient in using tax software, such as Drake Tax Software.

Client Communication and Service

  • Conduct all communication through the Krilogy-provided email address, phone, and portal.
  • Practice Krilogy’s Values and Rules of Engagement.
  • Other duties and responsibilities as assigned.

Qualifications:

  • Bachelor’s degree in accounting, finance, or a related field preferred
  • Minimum 5-years industry experience preferred
  • Certified Public Accountant license required
  • Strong organization, attention to detail, and task management skills
  • Computer skills and knowledge of Microsoft Office required
  • Strong verbal and written communication and interpersonal skills with clients and coworkers
  • Ability to perform multiple tasks efficiently and with accuracy
  • Ability to maintain the integrity of sensitive and confidential information
  • Ability to work independently or in a collaborative setting, exercise good judgment, and take initiative.

Benefits:

  • Competitive salary
  • Insurance benefits offered include medical, dental, vision, life & disability coverage
  • 401(k) with employer match
  • Paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
  • Paid holidays
  • Paid pregnancy leave, parental leave, and grandparental leave
  • Flexible attire and flexible workday/teleworking opportunities
  • Complimentary parking

Please call our office for further details on the position or email your resume today.

Krilogy® is an Equal Opportunity Employer