Krilogy is seeking an experienced wealth advisor in O'Fallon, IL to build relationships with prospective clients and design tailored wealth plans. You will guide clients through Krilogy’s process and coordinate with experts to execute wealth strategies, delivering highly personalized Concierge Level Service.
The role requires a minimum of 7+ years as an advisor, a relevant bachelor’s degree, and licenses (Series 65 or CFP and Life/Health).
#J-18808-LjbffrSenior Wealth Advisor & Concierge Planner in o'fallon at Unknown Company
This position is listed as full time and onsite.