Associate Wealth Advisor (KADS)

Duties & Responsibilities: To learn and live by Krilogy’s Core Values and Rules of Engagement Core Values 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 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: 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