Career Opportunities

Join Our Team of Advisors
Want to learn more about joining the Krilogy team? Check out our advisors page.
New Financial 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.