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.

Qualified Plan Investment Associate
Job Description:
The Qualified Plan Investment Associate will lead Krilogy’s proprietary retirement plan integration program, TotalPortfolio. At the direction of the Portfolio Strategist, the Qualified Plan Investment Associate will construct portfolios for clients within their existing employer retirement plans. Utilizing Krilogy’s investment analysis tools, they will perform multi-criteria evaluations and analyses on all investment options found within employer sponsored client retirement plans. They will be required to implement the changes on behalf of clients, review those changes to ensure they have been accurately executed and coded, and communicate and support recommended allocation changes to Krilogy Wealth Advisors.

Additionally, as a member of Krilogy’s trade desk, the Qualified Plan Investment Associate will also place trades on behalf of Krilogy Wealth Advisors and assist in the ongoing management of the firm’s model portfolios.

Key Responsibilities Include:

  • Living by Krilogy’s Values and Rules of Engagement
  • Providing concierge level service to all Krilogy Wealth Advisors
  • Quickly acclimating to position through efficient reception and retention of provided training
  • Performing investment evaluations and constructing portfolios using provided analysis tools and guidance from the Portfolio Strategist
  • Supporting the Krilogy Financial Investment Committee
  • Creating and implementing solutions to achieve added efficiencies in systems and processes
  • Identifying opportunities to add value to Krilogy Wealth Advisors and end clients

Personal Attributes Needed for Success:

  • Proactive attitude and work ethic
  • A passion for learning
  • Effective communicator
  • Maintains composure under pressure
  • Ability to prioritize and reprioritize constantly emerging tasks while still meeting deadlines
  • Knows when to ask for help from teammates
  • Ability to remain focused amidst a lot of activity
  • Coachable
  • Operates well both independently and as a collaborative team member
  • 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.
  • One of the following licenses (or equivalent) required at time of hire or to be obtained within six months of hire date
    • FINRA Series 6, Series 7, or NASAA Series 65 or 66
  • Certified Fund Specialist (CFS®) designation required at or within 18 months of hire date
  • Proficiency with or ability to become proficient with fi360® and Morningstar financial software
  • Familiarity and experience with Microsoft Excel required

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