Associate Wealth Advisor (KADS)

Krilogy

Dallas, TX

JOB DETAILS
SKILLS
Customer Relations, Financial Planning, Mentoring, Wealth Management
LOCATION
Dallas, TX
POSTED
3 days ago

Job SummaryBuild a fee-based Wealth Management Practice that focuses on planning for Individuals and CorporationsNo ceiling on INCOMEAcquire the appropriate financial planning and wealth management skills through Krilogy's training and mentoring programAssist Sr. Financial Advisors with current client accounts and adapt to our team-based environmentBuild relationships with potential clients who are in the market for a new solution to their wealth management needsFollow our process for designing and building your new clients' customized wealth planLeverage Krilogy's experts at the appropriate moment for your client's wealth plan executionDevelop great client relationships through Concierge Level ServiceDuties & ResponsibilitiesTo learn and live by Krilogy's Core Values and Rules of EngagementDedication – Abundance – LeadershipGive Relentless Effort to Accomplish Client GoalsWith a Challenge, Provide a SolutionInnovate and Act on Opportunities Like Never BeforeLove Every Idea for 5 MinutesQualificationsPersonal Attributes Needed for Success:Driven for success and self-starterOutgoing personality with the ability to engage in a professional manner with prospects and clientsProactive attitude and work ethic}#J-18808-Ljbffr

About the Company

K

Krilogy