Krilogy is seeking a seasoned Financial Advisor in Dallas to build relationships with prospective clients seeking wealth management solutions. You will follow Krilogy’s process to design customized wealth plans and coordinate with our experts to execute the plan.
Ideal candidates have 7+ years of advisory experience, a Bachelor’s degree in business/finance, a Life & Health Insurance License, and proficiency with Envestnet Suite and Morningstar products.
#J-18808-LjbffrSenior Wealth Advisor – Concierge-Level Client Service in dallas at Unknown Company
This position is listed as full time and onsite.