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Krilogy · 2 months ago

Financial Planner

Creve Coeur, MO

Full-time

Onsite

Mid, Senior Level

3+ years exp

Krilogy is a financial services firm seeking a Financial Planner to support Senior Wealth Advisors in serving clients. The role involves performing portfolio reviews, preparing financial projections, and conducting research to provide investment advice.

ConsultingFinancial Services

Responsibilities

Obtain client financial and /or suitability information

Conduct substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)

Verbal and/or written communications with prospective or existing clients regarding financial matters

Assist in the preparation and follow up for client meetings

Utilize the Client Relationship Manager (CRM) system to track on-going tasks for clients

Prepare or coordinate the preparation of routing correspondence, reports, and special projects of a routine nature

Research inquiries regarding client accounts

Input information into financial planning software

Perform detailed document reviews; analyze client information and situation across the financial planning spectrum to develop plan

Research information as necessary on a case-by-case basis

Continuously monitor clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture

Attend client meetings with Senior Wealth Advisors

Additional duties as assigned

Qualification

CERTIFIED FINANCIAL PLANNER™Financial planning softwareInvestment products knowledgeMS Office softwareClient service skillsVerbal communicationWritten communicationInterpersonal skillsOrganizational skillsTime managementTeam player