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Adams Brown · 4 months ago

Wealth Consultant

Rogers, AR

Full-time

Hybrid

Senior Level

7+ years exp

Adams Brown specializes in serving clients across various industries with tailored financial solutions. The Wealth Consultant role involves helping clients achieve financial health through a consultative approach, assessing their financial situations, and guiding them towards appropriate financial solutions while building and maintaining long-term client relationships.

Accounting

Responsibilities

Builds and fosters long-term relationship with a sustainable client base

Meets with clients and prospects to discuss and evaluate the financial, investment and retirement needs of each client

Presents appropriate financial solutions to clients through a consultative approach based on the client’s stated short- and long- term financial goals, financial needs and current financial situation

Explains the types of financial services available and educates regarding options and potential risks

Advises clients on how best they can fund specific projects and/or future financial needs, such as college, retirement or asset purchases

Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved

Helps the client balance the acquisition of assets against the need to meet day to day expenses

Monitors client accounts and determines if changes are needed to improve performance or accommodate changes

Conducts regular review meetings with high-value clients to monitor the plan and grow the client relationship

Potentially leads, trains, mentors and directs the activities of other advisors and/or support staff who are supporting the client experience

Travels to other offices as needed

Conducts business in a compliant manner, staying up to date on new policies and regulations, and responding as appropriate

Performs other duties as assigned

Qualification

Financial planningClient relationship managementLicensing Series 66Licensing Series 7CPACFPClient service orientedResearch skillsCommunicationConfidentialityTeam leadership

Required

Bachelor's or Master's degree with minimum of seven years client-facing financial planning experience, or equivalent combination of education and experience

Requires licensing for Kansas Life and Health, Series 66 and Series 7

Preferred

CPA and/or CFP highly preferred

Benefits

Substantial paid-time-off

A comprehensive benefit package

Competitive pay structure

Company

Adams Brown

Adams Brown, LLC, a leading CPA and advisory firm, has delivered value-added accounting and advisory services to businesses and their owners since 1945.

Founded in 1945

Wichita, Kansas, US

201-500 employees