Adams Brown · 1 month ago
Wealth Consultant
Manhattan,KS,US
Full-time
Onsite
Mid Level
3+ years expAdams Brown is a company focused on providing financial planning and investment advice. They are seeking a Wealth Consultant to build and foster long-term relationships with clients, evaluate their financial needs, and present appropriate financial solutions.
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
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
Required
Bachelor's or Master's degree with a minimum of three years of 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.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron VonFeldt
Partner
Arlen Hamilton, CPA
Partner
Recent News
2023-07-17
Company data provided by crunchbase