The Senior Financial Planner will directly partner with a Senior Financial Advisor in serving existing and prospective clients. This team member will perform various tasks, including portfolio reviews, financial planning projections using financial planning software, and coordination and implementation of all aspects of client financial plans. You must have the ability to use critical-thinking skills, work within a team and anticipate and act on Client and Senior Advisor’s needs and questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through.
Bachelor’s degree – Finance preferred or equivalent years of experience
CERTIFIED FINANCIAL PLANNER™ designation required
Five years or more financial planning industry experience preferred
Insurance Product knowledge a plus
Solid understanding of investment products, types of accounts and financial planning process
Strong working knowledge of MS Office software; experience with financial planning software a plus
Strong verbal and written communication skills
Strong interpersonal skills and attention to detail, as well as organizational and time management skills
Ability to perform multiple tasks efficiently and accurately
Ability to take and follow instruction from Senior Advisor
Ability to work and collaborate with Senior Advisor’s team
Ability to take initiative and work independently
Exceptional phone and client service skills
Ability to maintain integrity of sensitive/confidential information and systems
Detail-oriented, accurate and organized
Able to work with all levels of the firm
401(k) knowledge a plus
Additional Salary Information: ?Salary and benefits are competitive with industry standards
?Benefits offered include medical, dental, vision, life and disability coverage, 401(k) with employer match
?Paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
?Complimentary on-site gym
?Complimentary covered parking
Krilogy is a $1B+ RIA based in St. Louis
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