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Breonna Clemons
Krilogy Team Meeting
Jaime Shelton

Senior Wealth Advisor

Job Summary:

  • No ceiling on INCOME
  • Build relationships with potential clients who are in the market for a new solution to their wealth management needs
  • Follow our process for designing and building your new clients’ customized wealth plan
  • Leverage Krilogy’s experts at the appropriate moment for your client’s wealth plan execution
  • Develop great client relationships through Concierge Level Service

Duties & Responsibilities

  • To learn and live by Krilogy’s Core Values and Rules of Engagement

Core Values
Dedication – Abundance – Leadership – Respect

Rules of Engagement

  • Give Relentless Effort to Accomplish Client Goals
  • Love Every Idea for Five Minutes
  • With a Challenge, Provide a Solution
  • Innovate and Act on Opportunities Like Never Before

Qualifications

Personal Attributes Needed for Success:

  • Driven for success and self-starter
  • Outgoing personality with the ability to engage in a professional manner with team, clients and potential clients
  • Proactive attitude and work ethic
  • A passion for learning
  • Effective communicator
  • Ability to prioritize and reprioritize constantly emerging tasks while still meeting deadlines
  • Humble
  • Ability to remain focused amidst a lot of activity
  • Coachable
  • Can work in teams as well as create your own individual destiny
  • Owns personal actions and decisions
  • Will go above and beyond when situations justify

Formal Education & Certification requirements

  • 7+ Years of Experience as an Advisor
  • Bachelor’s degree in business, finance, accounting, statistics or economics, or one to three years of relevant work experience
  • Both of the following licenses (or equivalent) required at time of hire (Paid by firm 1st attempt(s) only)
  • NASAA Series 65 or CFP® Credential
  • Life and Health Insurance License
  • Proficiency with or willingness to become proficient with Envestnet Suite, MoneyGuide Pro, Hidden Levers, and Morningstar™ financial software
  • Experience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPoint

Learn More and Apply Today!

Apply Today

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Krilogy Values of Dedication, Abundance, Leadership, Respect

Learn more about how we live our values at Krilogy:

Krilogy® Names Kyle Goepel and DeAnna Kaber as the Firm’s Newest Partners

Quarterly Market Newsletter | October 2024

Senior Wealth Advisor Brett Siegfried Returns to Krilogy®

Krilogy® Named Among the Top Workplaces in the St. Louis Region by the St. Louis Post-Dispatch

Elk Advisory Merges with Krilogy’s (K) Plans Employer-Sponsored Retirement Plans Advisory Firm

InvestmentNews Names Krilogy® Among the Best Places to Work for Financial Advisors

Senior Wealth Advisor Kristin Fomon Named Partner

Maurer Team Joins Krilogy®, Adds $145 Million in Assets to the Firm

Krilogy Financial

Phlox Capital Management Joins Krilogy® to Form Krilogy Texas

Krilogy® Adds Mark Lewis to Serve as the Firm’s Chief Financial Officer

Krilogy 360 Logo Krilogy has launched Krilogy 360°, the firm’s leadership initiative for diversity and inclusion, which focuses on:

  • Providing key leadership and mentorship programs
  • Empowering the pursuit of careers in financial services
  • Supporting charities that develop and expand diversity
  • Offering internships to enable working relationships and expand our workforce diversity
  • Enhancing opportunities for associates to expose the next generation to careers in the financial services industry

Ultimately, Krilogy strives for a diverse work environment to build a broadened base of perspectives to benefit clients and team culture. Elevate your career at Krilogy. You’re ready.
  • TWP_St_Louis_Portrait_2021_AW_web.pngThe St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure
  • FT-300-Ranking-Advisers_Logo_2020_sq.png“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.” The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020. Read MoreAward Disclosure
  • inc-5000-logo.png"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
    Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth. Read MoreAward Disclosure
  • 2021_BPtW-logo.jpgEach year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
  • bptw-logo.png“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
  • entrepenuer-culture-logo.png“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
  • ACBJ-2440072_LOGO_FINAL.pngThe annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.” Read MoreAward Disclosure
  • fastest-grosing-logo.png“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.” St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018. Read MoreAward Disclosure