Wealth Advisor: Build a Fee-Based Practice

Krilogy

Dallas, TX

JOB DETAILS
SKILLS
Financial Services, Mentoring, Sales Management, Training Program, Wealth Management
LOCATION
Dallas, TX
POSTED
3 days ago

Krilogy in Dallas is seeking a driven financial professional to build a fee-based Wealth Management Practice serving individuals and corporations. You will learn Krilogy's planning process, contribute to current accounts, and develop new client relationships through Concierge level service.You'll work within a team-based environment, leveraging Krilogy's training and mentoring program to design customized wealth plans and coordinate with senior advisors for execution.#J-18808-Ljbffr

About the Company

K

Krilogy